We are live on ! Find out more
UMH

UMH Properties
UMH

196 hedge funds and large institutions have $846M invested in UMH Properties in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 77 increasing their positions, 66 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 66

7% more capital invested

Capital invested by funds: $794M → $846M (+$52.5M)

9% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 23

2% less funds holding

Funds holding: 200 → 196 (-4)

2.9% less ownership

Funds ownership: 78.06% → 75.16% (-2.9%)

83% less call options, than puts

Call options by funds: $111K | Put options by funds: $636K

Holders
196
Holders Change
-4
Holders Change %
-2%
% of All Funds
2.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
77
Reduced
66
Closed
23
Calls
$111K
Puts
$636K
Net Calls
-$525K
Net Calls Change
-$385K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$8.21M
2
KCM
Kennedy Capital Management
Missouri
+$7.23M
3
Cerity Partners
Cerity Partners
New York
+$3.85M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$2.57M
5
DADC
D.A. Davidson & Co
Montana
+$2.53M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$9.43M
2
HA
Heartland Advisors
Wisconsin
-$4.57M
3
Morgan Stanley
Morgan Stanley
New York
-$3.69M
4
PCM
Penn Capital Management
Pennsylvania
-$2.98M
5
Renaissance Technologies
Renaissance Technologies
New York
-$2.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
126
LPL Financial
California
$304K -$246K -16,044 -46%
HWM
127
Hohimer Wealth Management
Washington
$300K +$283K +18,480 New
OCM
128
Orleans Capital Management
Louisiana
$292K – – –
ASRS
129
Arizona State Retirement System
Arizona
$282K – – –
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$276K – – –
AA
131
ALPS Advisors
Colorado
$261K -$25.2K -1,645 -9%
WAP
132
Wealthcare Advisory Partners
Pennsylvania
$254K +$16.7K +1,090 +8%
CIS
133
Connors Investor Services
Pennsylvania
$248K – – –
PCS
134
Personal CFO Solutions
New Jersey
$248K -$765 -50 -0.3%
SFI
135
Susquehanna Fundamental Investments
Pennsylvania
$234K +$220K +14,403 New
EGM
136
Engineers Gate Manager
New York
$232K -$140K -9,143 -39%
DT
137
Diversified Trust
Tennessee
$230K +$8.13K +531 +4%
Creative Planning
138
Creative Planning
Kansas
$224K +$12.4K +812 +6%
CAG
139
Crestwood Advisors Group
Massachusetts
$221K – – –
NSEDCP
140
NJ State Employees Deferred Compensation Plan
New Jersey
$218K – – –
Citigroup
141
Citigroup
New York
$217K +$32.9K +2,152 +19%
BL
142
BFSG LLC
California
$207K – – –
Jane Street
143
Jane Street
New York
$202K -$239K -15,624 -56%
MFIM
144
Mesirow Financial Investment Management
Illinois
$197K +$186K +12,154 New
SO
145
STRS Ohio
Ohio
$186K -$10.7K -700 -6%
SMDAM
146
Sumitomo Mitsui DS Asset Management
Japan
$184K – – –
FCM
147
Firestone Capital Management
Florida
$183K – – –
Point72 Asset Management
148
Point72 Asset Management
Connecticut
$182K +$35.2K +2,300 +26%
JF
149
Jump Financial
Illinois
$182K +$171K +11,200 New
ProShare Advisors
150
ProShare Advisors
Maryland
$178K +$168K +10,944 New
4 5
6
7 8

UMH Hedge Fund Activity: Q1 2024 in Review

196 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q1 2024, worth a combined $846M — up 6.6% from $794M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of UMH and 21 opened new positions — a net loss of 2 holders — while 66 trimmed existing stakes and 77 added.

The largest buyer was Millennium Management, adding an estimated $8.21M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $9.43M sold.

  • 196 institutional investors held UMH Properties (UMH) as of Q1 2024, down from 200 in Q4 2023.
  • Funds reported $846M of UMH Properties stock for Q1 2024, up 6.6% quarter-over-quarter.
  • 21 funds opened new UMH Properties positions in Q1 2024 and 23 closed out, a net change of -2 holders.
  • The largest UMH Properties buyer in Q1 2024 was Millennium Management, an estimated $8.21M added.
  • The largest UMH Properties seller in Q1 2024 was Balyasny Asset Management, an estimated $9.43M sold.

Based on aggregated 13F filings for Q1 2024.