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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
CT
151
Cambridge Trust
Massachusetts
$32K
TWM
152
Tradition Wealth Management
Minnesota
$22K +$300 +16 +1%
EARNEST Partners
153
EARNEST Partners
Georgia
$21K
OLVIG
154
Oliver Lagore Vanvalin Investment Group
Michigan
$19K
FHA
155
First Horizon Advisors
Tennessee
$17K +$13.5K +720 +232%
HCM
156
Highlander Capital Management
New Jersey
$15K
CA
157
Crewe Advisors
Utah
$14K
AF
158
Allworth Financial
California
$12K +$14.1K +749 New
HPC
159
HM Payson & Co
Maine
$10K
QCG
160
Quadrant Capital Group
Ohio
$10K +$808 +43 +7%
Bessemer Group
161
Bessemer Group
New Jersey
$7K +$8.58K +457 New
RG
162
Retirement Group
California
$6K
IA
163
IFP Advisors
Florida
$6K +$75 +4 +1%
AAP
164
Arax Advisory Partners
Colorado
$5K +$5.75K +306 New
CWM
165
Castle Wealth Management
Florida
$4K
LC
166
Lindbrook Capital
California
$2K -$150 -8 -5%
CTC
167
Central Trust Company
Missouri
$2K
CCM
168
Covington Capital Management
California
$2K +$1.84K +98 New
CFFP
169
Center for Financial Planning
Michigan
$2K +$2.23K +119 New
EI
170
Ellevest Inc
New York
$1K
MPAM
171
Monarch Partners Asset Management
Massachusetts
-$4.2M -237,695 Closed
ZCM
172
Ziegler Capital Management
Illinois
-$1.18M -66,615 Closed
Thrivent Financial for Lutherans
173
Thrivent Financial for Lutherans
Minnesota
-$1.17M -66,017 Closed
Renaissance Technologies
174
Renaissance Technologies
New York
-$1.09M -61,700 Closed
AQR Capital Management
175
AQR Capital Management
Connecticut
-$1.03M -58,426 Closed

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.