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UMH

UMH Properties
UMH

222 hedge funds and large institutions have $1.18B invested in UMH Properties in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 82 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 17

36% more capital invested

Capital invested by funds: $867M → $1.18B (+$309M)

34% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 61

28% more call options, than puts

Call options by funds: $402K | Put options by funds: $314K

13% more funds holding

Funds holding: 196 → 222 (+26)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.8% less ownership

Funds ownership: 77.02% → 76.22% (-0.8%)

Holders
222
Holders Change
+26
Holders Change %
+13.27%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
44
Increased
82
Reduced
61
Closed
17
Calls
$402K
Puts
$314K
Net Calls
+$88K
Net Calls Change
+$244K

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$33.4M
2
BlackRock
BlackRock
New York
+$26.5M
3
State Street
State Street
Massachusetts
+$16.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$9.94M
5
Marshall Wace
Marshall Wace
United Kingdom
+$9.22M

Top Sellers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
-$11.2M
2
Deutsche Bank
Deutsche Bank
Germany
-$5.48M
3
Goldman Sachs
Goldman Sachs
New York
-$4.78M
4
RR
Robotti Robert
-$4.71M
5
Cerity Partners
Cerity Partners
New York
-$2.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
101
Jane Street
New York
$730K -$1.41M -75,755 -67%
T. Rowe Price Associates
102
T. Rowe Price Associates
Maryland
$727K +$23.2K +1,245 +3%
GC
103
Globeflex Capital
California
$692K – – –
Mirae Asset Global ETFs Holdings
104
Mirae Asset Global ETFs Holdings
Hong Kong
$689K +$77K +4,139 +13%
CF
105
Corebridge Financial
Texas
$682K +$5.67K +305 +0.9%
Principal Financial Group
106
Principal Financial Group
Iowa
$675K +$638K +34,314 New
Amundi
107
Amundi
France
$674K +$673K +36,176 New
Zurich Cantonal Bank
108
Zurich Cantonal Bank
Switzerland
$655K +$264K +14,187 +74%
Janus Henderson Group
109
Janus Henderson Group
United Kingdom
$625K – – –
CC
110
Centiva Capital
New York
$618K +$22.2K +1,195 +4%
SOADOR
111
State of Alaska Department of Revenue
Alaska
$614K +$12.3K +663 +2%
CIA
112
Concurrent Investment Advisors
Florida
$614K +$580K +31,190 New
CLA
113
Carnegie Lake Advisors
New Jersey
$589K +$557K +29,946 New
SCA
114
Snowden Capital Advisors
New York
$579K +$69.2K +3,720 +14%
Pathstone Holdings
115
Pathstone Holdings
New Jersey
$552K -$82.8K -4,452 -14%
RAM
116
Resona Asset Management
Japan
$516K -$5.8K -312 -1%
AAS
117
Avantax Advisory Services
Texas
$515K +$17.2K +925 +4%
VAM
118
Vert Asset Management
California
$504K – – –
SG Americas Securities
119
SG Americas Securities
New York
$497K +$470K +25,244 New
TI
120
Tidal Investments
Wisconsin
$495K +$468K +25,174 New
PS
121
Pensionfund Sabic
Netherlands
$483K -$93K -5,000 -17%
MIM
122
Meixler Investment Management
Arizona
$480K -$87.5K -4,700 -16%
CIC
123
Cornercap Investment Counsel
Georgia
$479K -$441K -23,718 -49%
Bessemer Group
124
Bessemer Group
New Jersey
$478K +$3.72K +200 +0.8%
Los Angeles Capital Management
125
Los Angeles Capital Management
California
$476K +$450K +24,175 New
3 4
5
6 7

UMH Hedge Fund Activity: Q3 2024 in Review

222 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q3 2024, worth a combined $1.18B — up 36% from $867M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new UMH positions and 17 closed out — a net gain of 27 holders — while 82 added to existing stakes and 61 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $33.4M. The largest seller was American Century Companies, cutting an estimated $11.2M.

  • 222 institutional investors held UMH Properties (UMH) as of Q3 2024, up from 196 in Q2 2024.
  • Funds reported $1.18B of UMH Properties stock for Q3 2024, up 36% quarter-over-quarter.
  • 44 funds opened new UMH Properties positions in Q3 2024 and 17 closed out, a net change of +27 holders.
  • The largest UMH Properties buyer in Q3 2024 was Capital Research Global Investors, an estimated $33.4M added.
  • The largest UMH Properties seller in Q3 2024 was American Century Companies, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2024.