UMH

UMH Properties
UMH

Overview Fund Activity

195 hedge funds and large institutions have $842M invested in UMH Properties in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 77 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
-4
Holders Change %
-2.01%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
77
Reduced
65
Closed
23
Calls
$111K
Puts
$636K
Net Calls
-$525K
Net Calls Change
-$385K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$8.71M
2
KCM
Kennedy Capital Management
Missouri
+$7.67M
3
Cerity Partners
Cerity Partners
New York
+$4.09M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$2.73M
5
DADC
D.A. Davidson & Co
Montana
+$2.69M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$9.43M
2
HA
Heartland Advisors
Wisconsin
-$4.85M
3
Morgan Stanley
Morgan Stanley
New York
-$3.91M
4
PCM
Penn Capital Management
Pennsylvania
-$2.98M
5
Renaissance Technologies
Renaissance Technologies
New York
-$2.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
126
Hohimer Wealth Management
Washington
$300K +$300K +18,480 New
OCM
127
Orleans Capital Management
Louisiana
$292K – – –
ASRS
128
Arizona State Retirement System
Arizona
$282K – – –
Zurich Cantonal Bank
129
Zurich Cantonal Bank
Switzerland
$276K – – –
AA
130
ALPS Advisors
Colorado
$261K -$26.7K -1,645 -9%
WAP
131
Wealthcare Advisory Partners
Pennsylvania
$254K +$17.7K +1,090 +8%
CIS
132
Connors Investor Services
Pennsylvania
$248K – – –
PCS
133
Personal CFO Solutions
New Jersey
$248K -$812 -50 -0.3%
SFI
134
Susquehanna Fundamental Investments
Pennsylvania
$234K +$234K +14,403 New
EGM
135
Engineers Gate Manager
New York
$232K -$148K -9,143 -39%
DT
136
Diversified Trust
Tennessee
$230K +$8.62K +531 +4%
Creative Planning
137
Creative Planning
Kansas
$224K +$13.2K +812 +6%
CAG
138
Crestwood Advisors Group
Massachusetts
$221K – – –
NSEDCP
139
NJ State Employees Deferred Compensation Plan
New Jersey
$218K – – –
Citigroup
140
Citigroup
New York
$217K +$34.9K +2,152 +19%
BL
141
BFSG LLC
California
$207K – – –
Jane Street
142
Jane Street
New York
$202K -$254K -15,624 -56%
MFIM
143
Mesirow Financial Investment Management
Illinois
$197K +$197K +12,154 New
SO
144
STRS Ohio
Ohio
$186K -$11.3K -700 -6%
SMDAM
145
Sumitomo Mitsui DS Asset Management
Japan
$184K – – –
FCM
146
Firestone Capital Management
Florida
$183K – – –
Point72 Asset Management
147
Point72 Asset Management
Connecticut
$182K +$37.4K +2,300 +26%
JF
148
Jump Financial
Illinois
$182K +$182K +11,200 New
ProShare Advisors
149
ProShare Advisors
Maryland
$178K +$178K +10,944 New
SWM
150
Stockman Wealth Management
Montana
$175K – – –
4 5
6
7 8