UMH Properties
188 hedge funds and large institutions have $683M invested in UMH Properties in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 75 increasing their positions, 53 reducing their positions, and 15 closing their positions.
78% more call options, than puts
Call options by funds: $437K | Put options by funds: $246K
67% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 15
42% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 53
6% more funds holding
Funds holding: 178 → 188 (+10)
2.33% less ownership
Funds ownership: 77.02% → 74.69% (-2.3%)
8% less capital invested
Capital invested by funds: $746M → $683M (-$62.5M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PMG
Private Management Group
Irvine,
California
|
+$13.7M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$12.4M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$8.86M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$7M |
| 5 |
NIG
NFJ Investment Group
Dallas,
Texas
|
+$4.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIC
B&I Capital
Zurich,
Switzerland
|
-$10.5M |
| 2 |
Millennium Management
New York
|
-$5.8M |
| 3 |
BlackRock
New York
|
-$5.32M |
| 4 |
Cerity Partners
New York
|
-$3.06M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$2.73M |
UMH Hedge Fund Activity: Q3 2023 in Review
188 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q3 2023, worth a combined $683M — down 8.4% from $746M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new UMH positions and 15 closed out — a net gain of 10 holders — while 75 added to existing stakes and 53 trimmed.
The largest buyer was Private Management Group, adding an estimated $13.7M. The largest seller was B&I Capital, exiting entirely with an estimated $10.5M sold.
- 188 institutional investors held UMH Properties (UMH) as of Q3 2023, up from 178 in Q2 2023.
- Funds reported $683M of UMH Properties stock for Q3 2023, down 8.4% quarter-over-quarter.
- 25 funds opened new UMH Properties positions in Q3 2023 and 15 closed out, a net change of +10 holders.
- The largest UMH Properties buyer in Q3 2023 was Private Management Group, an estimated $13.7M added.
- The largest UMH Properties seller in Q3 2023 was B&I Capital, an estimated $10.5M sold.
Based on aggregated 13F filings for Q3 2023.