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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
OC
126
Oppenheimer & Co
New York
$213K +$247K +13,171 New
Mariner
127
Mariner
Kansas
$212K -$14.7K -783 -6%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$207K +$3.76K +200 +2%
SSA
129
Schonfeld Strategic Advisors
New York
$187K +$218K +11,600 New
FCM
130
Firestone Capital Management
Florida
$182K
KIC
131
Kensington Investment Counsel
California
$178K
PCS
132
Personal CFO Solutions
New Jersey
$176K -$394 -21 -0.2%
FM
133
Family Management
New York
$173K -$86.7K -4,618 -30%
SOAMC
134
Spirit of America Management Corp
New York
$170K
SG Americas Securities
135
SG Americas Securities
New York
$164K +$61.3K +3,263 +47%
CIS
136
Connors Investor Services
Pennsylvania
$162K
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$149K +$76.5K +4,074 +79%
Citigroup
138
Citigroup
New York
$147K -$109K -5,812 -39%
AB
139
Amalgamated Bank
New York
$124K +$1.95K +104 +1%
S
140
SignatureFD
Georgia
$104K -$488 -26 -0.4%
Simplex Trading
141
Simplex Trading
Illinois
$76K +$88.5K +4,714 New
MLICM
142
Metropolitan Life Insurance Company (MetLife)
New York
$74.1K -$12.3K -654 -12%
Lazard Asset Management
143
Lazard Asset Management
New York
$66K -$4.99M -265,964 -98%
TRCT
144
Tower Research Capital (TRC)
New York
$60K -$61.5K -3,276 -47%
AIP
145
Ameritas Investment Partners
Nebraska
$59K
QT
146
Quantbot Technologies
New York
$57K +$2.61K +139 +4%
Allspring Global Investments
147
Allspring Global Investments
North Carolina
$49K -$10.9K -582 -16%
US Bancorp
148
US Bancorp
Minnesota
$49K +$1.03K +55 +2%
Federated Hermes
149
Federated Hermes
Pennsylvania
$39K +$16.1K +856 +55%
CFGS
150
Concourse Financial Group Securities
Alabama
$32K -$13.6K -726 -27%

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.