UMH Properties
178 hedge funds and large institutions have $746M invested in UMH Properties in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 75 increasing their positions, 48 reducing their positions, and 29 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 48
17% more capital invested
Capital invested by funds: $639M → $746M (+$107M)
4.54% more ownership
Funds ownership: 72.48% → 77.02% (+4.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 185 → 178 (-7)
24% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 29
26% less call options, than puts
Call options by funds: $447K | Put options by funds: $601K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$16M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$14.9M |
| 3 |
BlackRock
New York
|
+$13.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$10M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$4.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$5.2M |
| 2 |
JP Morgan Chase
New York
|
-$3.92M |
| 3 |
BIC
B&I Capital
Zurich,
Switzerland
|
-$3.55M |
| 4 |
Renaissance Technologies
New York
|
-$3.4M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$1.52M |
UMH Hedge Fund Activity: Q2 2023 in Review
178 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2023, worth a combined $746M — up 17% from $639M a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of UMH and 22 opened new positions — a net loss of 7 holders — while 48 trimmed existing stakes and 75 added.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $16M. The largest seller was Balyasny Asset Management, cutting an estimated $5.2M.
- 178 institutional investors held UMH Properties (UMH) as of Q2 2023, down from 185 in Q1 2023.
- Funds reported $746M of UMH Properties stock for Q2 2023, up 17% quarter-over-quarter.
- 22 funds opened new UMH Properties positions in Q2 2023 and 29 closed out, a net change of -7 holders.
- The largest UMH Properties buyer in Q2 2023 was T. Rowe Price Investment Management, an estimated $16M added.
- The largest UMH Properties seller in Q2 2023 was Balyasny Asset Management, an estimated $5.2M sold.
Based on aggregated 13F filings for Q2 2023.