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UMH

UMH Properties

177 hedge funds and large institutions have $669M invested in UMH Properties in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 79 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 51

3.23% more ownership

Funds ownership: 72.02%75.24% (+3.2%)

3% less capital invested

Capital invested by funds: $690M → $669M (-$20.5M)

2% less funds holding

Funds holding: 181177 (-4)

14% less call options, than puts

Call options by funds: $345K | Put options by funds: $403K

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

Holders
177
Holders Change
-4
Holders Change %
-2.21%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
79
Reduced
51
Closed
19
Calls
$345K
Puts
$403K
Net Calls
-$58K
Net Calls Change
-$307K
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
76
AllianceBernstein
Tennessee
$759K -$67.5K -3,595 -7%
Bank of America
77
Bank of America
North Carolina
$748K -$416K -22,154 -32%
CRC
78
Curi RMB Capital
Illinois
$737K
GCP
79
GSA Capital Partners
United Kingdom
$705K +$64.9K +3,458 +9%
Canada Life
80
Canada Life
Manitoba, Canada
$693K +$3.14K +167 +0.4%
Osaic Holdings
81
Osaic Holdings
Arizona
$680K +$52.1K +2,773 +7%
WS
82
Wedbush Securities
California
$659K +$219K +11,645 +40%
CS
83
Credit Suisse
Switzerland
$651K +$58.2K +3,097 +8%
LF
84
Lee Financial
Texas
$616K
HV
85
HST Ventures
Utah
$602K +$223K +11,888 +47%
New York State Common Retirement Fund
86
New York State Common Retirement Fund
New York
$597K +$108K +5,739 +18%
CIM
87
Centersquare Investment Management
Pennsylvania
$581K -$441K -23,500 -39%
SEI Investments
88
SEI Investments
Pennsylvania
$529K +$87.1K +4,637 +16%
SFI
89
Susquehanna Fundamental Investments
Pennsylvania
$525K +$611K +32,524 New
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$512K -$7.87K -419 -1%
Man Group
91
Man Group
United Kingdom
$501K +$582K +31,000 New
PS
92
Pensionfund Sabic
Netherlands
$494K +$113K +6,000 +24%
SGI
93
Summit Global Investments
Utah
$483K +$263K +14,000 +88%
AFM
94
Anson Funds Management
Texas
$476K +$554K +29,500 New
PCM
95
Penserra Capital Management
California
$464K -$93.4K -4,971 -15%
Deutsche Bank
96
Deutsche Bank
Germany
$446K -$62K -3,302 -11%
State Board of Administration of Florida Retirement System
97
State Board of Administration of Florida Retirement System
Florida
$440K
MIM
98
MetLife Investment Management
New Jersey
$422K +$21.8K +1,162 +5%
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$414K +$241K +12,841 +100%
LIG
100
Lokken Investment Group
Delaware
$406K

UMH Hedge Fund Activity: Q3 2022 in Review

177 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q3 2022, worth a combined $669M — down 3% from $690M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of UMH and 16 opened new positions — a net loss of 3 holders — while 51 trimmed existing stakes and 79 added.

The largest buyer was Janus Henderson Group, adding an estimated $27.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $12.1M.

  • 177 institutional investors held UMH Properties (UMH) as of Q3 2022, down from 181 in Q2 2022.
  • Funds reported $669M of UMH Properties stock for Q3 2022, down 3% quarter-over-quarter.
  • 16 funds opened new UMH Properties positions in Q3 2022 and 19 closed out, a net change of -3 holders.
  • The largest UMH Properties buyer in Q3 2022 was Janus Henderson Group, an estimated $27.8M added.
  • The largest UMH Properties seller in Q3 2022 was T. Rowe Price Associates, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2022.