UMH

UMH Properties
UMH

Overview Fund Activity

199 hedge funds and large institutions have $789M invested in UMH Properties in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 92 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+12
Holders Change %
+6.42%
% of All Funds
2.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
92
Reduced
49
Closed
17
Calls
$353K
Puts
$493K
Net Calls
-$140K
Net Calls Change
-$331K

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$14.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$9.64M
3
Morgan Stanley
Morgan Stanley
New York
+$9.46M
4
BlackRock
BlackRock
New York
+$7.8M
5
American Century Companies
American Century Companies
Missouri
+$4.91M

Top Sellers

1
GKIM
GW&K Investment Management
Massachusetts
-$14.3M
2
Invesco
Invesco
Georgia
-$5.81M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$2.79M
5
EAM
Eagle Asset Management
Florida
-$2.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIM
151
M&G Investment Management
United Kingdom
$163K -$12.2K -813 -7%
PI
152
PEAK6 Investments
Illinois
$159K +$159K +10,377 New
NYLIM
153
New York Life Investment Management
New York
$156K +$156K +10,197 New
Simplex Trading
154
Simplex Trading
Illinois
$155K +$155K +10,162 New
Kovitz Investment Group Partners
155
Kovitz Investment Group Partners
Illinois
$153K – – –
TRCT
156
Tower Research Capital (TRC)
New York
$137K +$117K +7,606 +578%
Point72 Asset Management
157
Point72 Asset Management
Connecticut
$136K +$87.3K +5,700 +178%
Lazard Asset Management
158
Lazard Asset Management
New York
$135K +$7.61K +498 +6%
S
159
SignatureFD
Georgia
$119K +$4.21K +275 +4%
HCM
160
Highlander Capital Management
New Jersey
$106K – – –
GKIM
161
GW&K Investment Management
Massachusetts
$103K -$14.3M -937,946 -99%
AIP
162
Ameritas Investment Partners
Nebraska
$95K +$11.2K +729 +13%
AB
163
Amalgamated Bank
New York
$84K -$2.85K -187 -3%
SOW
164
State of Wyoming
Wyoming
$83.3K -$90.7K -5,923 -52%
QCG
165
Quadrant Capital Group
Ohio
$82.4K +$28.4K +1,856 +53%
MLICM
166
Metropolitan Life Insurance Company (MetLife)
New York
$81.4K +$6.21K +405 +8%
SWM
167
Spire Wealth Management
Virginia
$61.8K +$9.85K +630 +19%
QL
168
Quarry LP
New York
$47.2K -$13.5K -879 -22%
AAP
169
Arax Advisory Partners
Colorado
$33.1K +$26.2K +1,711 +383%
Federated Hermes
170
Federated Hermes
Pennsylvania
$26.7K -$4.73K -309 -15%
CFGS
171
Concourse Financial Group Securities
Alabama
$26.1K -$1.04K -68 -4%
TWM
172
Tradition Wealth Management
Minnesota
$23K +$310 +20 +1%
US Bancorp
173
US Bancorp
Minnesota
$15.8K -$20K -1,306 -56%
A
174
AJOVista
Massachusetts
$14.6K +$14.6K +951 New
ASN
175
Advisory Services Network
Georgia
$13.1K +$13.1K +857 New
5 6
7
8 9