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UMH

UMH Properties
UMH

181 hedge funds and large institutions have $690M invested in UMH Properties in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 86 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $464K | Put options by funds: $215K

69% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 51

2.38% more ownership

Funds ownership: 69.64% → 72.02% (+2.4%)

6% less funds holding

Funds holding: 192 → 181 (-11)

23% less capital invested

Capital invested by funds: $891M → $690M (-$201M)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

Holders
181
Holders Change
-11
Holders Change %
-5.73%
% of All Funds
3.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
86
Reduced
51
Closed
24
Calls
$464K
Puts
$215K
Net Calls
+$249K
Net Calls Change
+$539K

Top Buyers

Rank Fund Capital Flow
1
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$25.4M
2
GKIM
GW&K Investment Management
Massachusetts
+$6.49M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$6.29M
4
Jennison Associates
Jennison Associates
New York
+$6.17M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.37M

Top Sellers

Rank Fund Capital Flow
1
NIP
Nicholas Investment Partners
California
-$7M
2
RCM
Rutabaga Capital Management
Massachusetts
-$2.78M
3
FM
Forward Management
California
-$2.71M
4
Millennium Management
Millennium Management
New York
-$2.6M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$2.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
101
SEI Investments
Pennsylvania
$512K +$66.9K +3,219 +13%
MAM
102
Martingale Asset Management
Massachusetts
$495K -$407K -19,600 -41%
State Board of Administration of Florida Retirement System
103
State Board of Administration of Florida Retirement System
Florida
$481K +$208 +10 +0%
HV
104
HST Ventures
Utah
$448K +$527K +25,362 New
LIG
105
Lokken Investment Group
Delaware
$444K +$170K +8,200 +48%
MIM
106
MetLife Investment Management
New Jersey
$441K +$37.8K +1,818 +8%
Mitsubishi UFJ Asset Management
107
Mitsubishi UFJ Asset Management
Japan
$439K +$142K +6,826 +38%
PS
108
Pensionfund Sabic
Netherlands
$434K – – –
SOADOR
109
State of Alaska Department of Revenue
Alaska
$425K +$34.5K +1,660 +7%
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$423K +$16.3K +782 +3%
AIG
111
American International Group
New York
$409K +$29K +1,396 +6%
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$394K -$76.8K -3,693 -14%
KeyBank National Association
113
KeyBank National Association
Ohio
$377K +$444K +21,351 New
Legal & General Group
114
Legal & General Group
United Kingdom
$370K +$26K +1,250 +6%
Public Employees Retirement Association of Colorado
115
Public Employees Retirement Association of Colorado
Colorado
$360K – – –
OCM
116
Orleans Capital Management
Louisiana
$318K – – –
VI
117
Versor Investments
New York
$316K +$372K +17,900 New
Squarepoint
118
Squarepoint
New York
$312K -$70.8K -3,406 -16%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$310K – – –
VIA
120
Vident Investment Advisory
Georgia
$304K -$4.37K -210 -1%
SCA
121
Snowden Capital Advisors
New York
$300K +$354K +17,021 New
SGI
122
Summit Global Investments
Utah
$281K +$330K +15,900 New
FM
123
Family Management
New York
$270K -$665 -32 -0.2%
Mirae Asset Global Investments
124
Mirae Asset Global Investments
South Korea
$267K +$315K +15,141 New
CAG
125
Crestwood Advisors Group
Massachusetts
$266K – – –
3 4
5
6 7

UMH Hedge Fund Activity: Q2 2022 in Review

181 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2022, worth a combined $690M — down 23% from $891M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of UMH and 17 opened new positions — a net loss of 7 holders — while 51 trimmed existing stakes and 86 added.

The largest buyer was Westfield Capital Management, adding an estimated $25.4M. The largest seller was Nicholas Investment Partners, exiting entirely with an estimated $7M sold.

  • 181 institutional investors held UMH Properties (UMH) as of Q2 2022, down from 192 in Q1 2022.
  • Funds reported $690M of UMH Properties stock for Q2 2022, down 23% quarter-over-quarter.
  • 17 funds opened new UMH Properties positions in Q2 2022 and 24 closed out, a net change of -7 holders.
  • The largest UMH Properties buyer in Q2 2022 was Westfield Capital Management, an estimated $25.4M added.
  • The largest UMH Properties seller in Q2 2022 was Nicholas Investment Partners, an estimated $7M sold.

Based on aggregated 13F filings for Q2 2022.