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UMH

UMH Properties
UMH

159 hedge funds and large institutions have $680M invested in UMH Properties in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $912K | Put options by funds: $329K

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

83% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 36

32% more capital invested

Capital invested by funds: $515M → $680M (+$165M)

13% more funds holding

Funds holding: 141 → 159 (+18)

2.97% more ownership

Funds ownership: 63.63% → 66.61% (+3%)

Holders
159
Holders Change
+18
Holders Change %
+12.77%
% of All Funds
2.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
32
Increased
66
Reduced
36
Closed
14
Calls
$912K
Puts
$329K
Net Calls
+$583K
Net Calls Change
-$77K

Top Buyers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
+$13.3M
2
Millennium Management
Millennium Management
New York
+$11.9M
3
CCM
Copeland Capital Management
Pennsylvania
+$10.3M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$9.69M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$9.29M

Top Sellers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
-$11.7M
2
KCM
Kennedy Capital Management
Missouri
-$3.67M
3
WC
Walthausen & Co
New York
-$2.3M
4
Boston Partners
Boston Partners
Massachusetts
-$2.07M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
QT
126
Quantbot Technologies
New York
$104K +$102K +4,800 New
ASN
127
Advisory Services Network
Georgia
$83K +$80.9K +3,796 New
William Blair Investment Management
128
William Blair Investment Management
Illinois
$83K +$81.4K +3,820 New
New York State Teachers Retirement System (NYSTRS)
129
New York State Teachers Retirement System (NYSTRS)
New York
$70K – – –
AIP
130
Ameritas Investment Partners
Nebraska
$68K – – –
Simplex Trading
131
Simplex Trading
Illinois
$64K +$1.92K +90 +3%
Citigroup
132
Citigroup
New York
$63K -$192 -9 -0.3%
CFGS
133
Concourse Financial Group Securities
Alabama
$60K +$31.8K +1,491 +119%
HCM
134
Highlander Capital Management
New Jersey
$53K – – –
GWM
135
Geneos Wealth Management
Colorado
$52K +$448 +21 +0.9%
RDWM
136
Red Door Wealth Management
Tennessee
$51K +$50.5K +2,369 New
Lazard Asset Management
137
Lazard Asset Management
New York
$48K – – –
FPS
138
Fieldpoint Private Securities
Connecticut
$47K +$8.01K +376 +23%
SIM
139
Sonora Investment Management
Arizona
$44K – – –
Acadian Asset Management
140
Acadian Asset Management
Massachusetts
$39K +$38.4K +1,803 New
BNP Paribas Financial Markets
141
BNP Paribas Financial Markets
France
$34.9K -$133K -6,226 -80%
TWM
142
Tradition Wealth Management
Minnesota
$29K +$234 +11 +0.8%
EARNEST Partners
143
EARNEST Partners
Georgia
$28K – – –
FGAM
144
Financial Gravity Asset Management
Texas
$22K +$64 +3 New
US Bancorp
145
US Bancorp
Minnesota
$18K +$3.52K +165 +25%
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$17K +$16.2K +760 New
BCA
147
Berman Capital Advisors
Georgia
$14K +$4.92K +231 +54%
Loomis, Sayles & Company
148
Loomis, Sayles & Company
Massachusetts
$14K +$13.2K +621 New
S
149
SignatureFD
Georgia
$11K +$6.01K +282 +138%
PAM
150
Panagora Asset Management
Massachusetts
$8K +$7.74K +363 New
3 4 5
6
7

UMH Hedge Fund Activity: Q2 2021 in Review

159 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2021, worth a combined $680M — up 32% from $515M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new UMH positions and 14 closed out — a net gain of 18 holders — while 66 added to existing stakes and 36 trimmed.

The largest buyer was Jennison Associates, adding an estimated $13.3M. The largest seller was Russell Investments Group, cutting an estimated $11.7M.

  • 159 institutional investors held UMH Properties (UMH) as of Q2 2021, up from 141 in Q1 2021.
  • Funds reported $680M of UMH Properties stock for Q2 2021, up 32% quarter-over-quarter.
  • 32 funds opened new UMH Properties positions in Q2 2021 and 14 closed out, a net change of +18 holders.
  • The largest UMH Properties buyer in Q2 2021 was Jennison Associates, an estimated $13.3M added.
  • The largest UMH Properties seller in Q2 2021 was Russell Investments Group, an estimated $11.7M sold.

Based on aggregated 13F filings for Q2 2021.