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UMH

UMH Properties

197 hedge funds and large institutions have $867M invested in UMH Properties in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 84 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 53

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

1.86% more ownership

Funds ownership: 75.16%77.02% (+1.9%)

2% more capital invested

Capital invested by funds: $846M → $867M (+$20.6M)

0% more funds holding

Funds holding: 197197 (0)

30% less call options, than puts

Call options by funds: $364K | Put options by funds: $520K

Holders
197
Holders Change
Holders Change %
0%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
84
Reduced
53
Closed
17
Calls
$364K
Puts
$520K
Net Calls
-$156K
Net Calls Change
+$369K
Name Holding Trade Value Shares
Change
Change in
Stake
CC
126
Corton Capital
Ontario, Canada
$287K +$279K +17,950 New
MF
127
Magnetar Financial
Illinois
$283K +$275K +17,683 New
Public Employees Retirement Association of Colorado
128
Public Employees Retirement Association of Colorado
Colorado
$282K -$23.4K -1,505 -8%
Citigroup
129
Citigroup
New York
$275K +$59.7K +3,835 +29%
OCM
130
Orleans Capital Management
Louisiana
$272K -$15.6K -1,000 -6%
AA
131
ALPS Advisors
Colorado
$268K +$10.5K +675 +4%
ProShare Advisors
132
ProShare Advisors
Maryland
$261K +$83.7K +5,376 +49%
State Board of Administration of Florida Retirement System
133
State Board of Administration of Florida Retirement System
Florida
$254K -$177K -11,350 -42%
FRM
134
Fox Run Management
Connecticut
$245K -$173K -11,088 -42%
CIS
135
Connors Investor Services
Pennsylvania
$245K
DT
136
Diversified Trust
Tennessee
$243K +$15.9K +1,024 +7%
PCS
137
Personal CFO Solutions
New Jersey
$240K -$4.34K -279 -2%
BNP Paribas Financial Markets
138
BNP Paribas Financial Markets
France
$235K -$243K -15,611 -52%
NYLIM
139
New York Life Investment Management
New York
$233K +$227K +14,584 New
CIS
140
Custom Index Systems
New York
$230K +$224K +14,402 New
EGM
141
Engineers Gate Manager
New York
$225K -$3.46K -222 -2%
CAG
142
Crestwood Advisors Group
Massachusetts
$217K
B
143
Bailard
California
$216K -$143K -9,200 -41%
NSEDCP
144
NJ State Employees Deferred Compensation Plan
New Jersey
$214K
Creative Planning
145
Creative Planning
Kansas
$210K -$10.7K -687 -5%
BL
146
BFSG LLC
California
$204K
QT
147
Quantbot Technologies
New York
$202K +$197K +12,625 New
SFI
148
Susquehanna Fundamental Investments
Pennsylvania
$198K -$31.7K -2,036 -14%
MFIM
149
Mesirow Financial Investment Management
Illinois
$197K +$2.63K +169 +1%
SO
150
STRS Ohio
Ohio
$184K

UMH Hedge Fund Activity: Q2 2024 in Review

197 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2024, worth a combined $867M — up 2.4% from $846M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new UMH positions and 17 closed out — a net gain of 3 holders — while 84 added to existing stakes and 53 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $17M. The largest seller was Millennium Management, cutting an estimated $6.7M.

  • 197 institutional investors held UMH Properties (UMH) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $867M of UMH Properties stock for Q2 2024, up 2.4% quarter-over-quarter.
  • 20 funds opened new UMH Properties positions in Q2 2024 and 17 closed out, a net change of +3 holders.
  • The largest UMH Properties buyer in Q2 2024 was T. Rowe Price Investment Management, an estimated $17M added.
  • The largest UMH Properties seller in Q2 2024 was Millennium Management, an estimated $6.7M sold.

Based on aggregated 13F filings for Q2 2024.