We are live on ! Find out more
UMH

UMH Properties
UMH

222 hedge funds and large institutions have $1.18B invested in UMH Properties in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 82 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 17

36% more capital invested

Capital invested by funds: $867M → $1.18B (+$309M)

34% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 61

28% more call options, than puts

Call options by funds: $402K | Put options by funds: $314K

13% more funds holding

Funds holding: 196 → 222 (+26)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.8% less ownership

Funds ownership: 77.02% → 76.22% (-0.8%)

Holders
222
Holders Change
+26
Holders Change %
+13.27%
% of All Funds
3.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
44
Increased
82
Reduced
61
Closed
17
Calls
$402K
Puts
$314K
Net Calls
+$88K
Net Calls Change
+$244K

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$33.4M
2
BlackRock
BlackRock
New York
+$26.5M
3
State Street
State Street
Massachusetts
+$16.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$9.94M
5
Marshall Wace
Marshall Wace
United Kingdom
+$9.22M

Top Sellers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
-$11.2M
2
Deutsche Bank
Deutsche Bank
Germany
-$5.48M
3
Goldman Sachs
Goldman Sachs
New York
-$4.78M
4
RR
Robotti Robert
-$4.71M
5
Cerity Partners
Cerity Partners
New York
-$2.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
II
151
IFM Investors
Australia
$294K +$278K +14,953 New
DFCM
152
Dark Forest Capital Management
Puerto Rico
$290K +$274K +14,735 New
VIA
153
Virtus Investment Advisers
Connecticut
$287K +$272K +14,600 New
BNP Paribas Financial Markets
154
BNP Paribas Financial Markets
France
$284K -$4.95K -266 -2%
Creative Planning
155
Creative Planning
Kansas
$268K +$8.95K +481 +4%
CAG
156
Crestwood Advisors Group
Massachusetts
$267K – – –
NSEDCP
157
NJ State Employees Deferred Compensation Plan
New Jersey
$264K – – –
CIS
158
Connors Investor Services
Pennsylvania
$260K -$39.1K -2,100 -14%
GCM
159
Graham Capital Management
Connecticut
$257K +$243K +13,086 New
Macquarie Group
160
Macquarie Group
Australia
$254K +$240K +12,911 New
Aberdeen Group
161
Aberdeen Group
United Kingdom
$251K +$238K +12,779 New
BL
162
BFSG LLC
California
$250K -$837 -45 -0.4%
MFIM
163
Mesirow Financial Investment Management
Illinois
$245K +$2.44K +131 +1%
ProShare Advisors
164
ProShare Advisors
Maryland
$241K -$75.8K -4,072 -25%
SO
165
STRS Ohio
Ohio
$238K +$11.2K +600 +5%
SMDAM
166
Sumitomo Mitsui DS Asset Management
Japan
$223K – – –
FCM
167
Firestone Capital Management
Florida
$222K – – –
COPPSERS
168
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$221K +$209K +11,253 New
VanEck Associates
169
VanEck Associates
New York
$214K +$207K +11,140 New
SWM
170
Stockman Wealth Management
Montana
$211K – – –
Osaic Holdings
171
Osaic Holdings
Arizona
$168K -$2.66K -143 -2%
SOW
172
State of Wyoming
Wyoming
$163K +$154K +8,266 New
AIP
173
Ameritas Investment Partners
Nebraska
$122K – – –
New York State Teachers Retirement System (NYSTRS)
174
New York State Teachers Retirement System (NYSTRS)
New York
$115K +$4.63K +249 +4%
QCG
175
Quadrant Capital Group
Ohio
$115K +$3.67K +197 +3%
5 6
7
8 9

UMH Hedge Fund Activity: Q3 2024 in Review

222 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q3 2024, worth a combined $1.18B — up 36% from $867M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new UMH positions and 17 closed out — a net gain of 27 holders — while 82 added to existing stakes and 61 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $33.4M. The largest seller was American Century Companies, cutting an estimated $11.2M.

  • 222 institutional investors held UMH Properties (UMH) as of Q3 2024, up from 196 in Q2 2024.
  • Funds reported $1.18B of UMH Properties stock for Q3 2024, up 36% quarter-over-quarter.
  • 44 funds opened new UMH Properties positions in Q3 2024 and 17 closed out, a net change of +27 holders.
  • The largest UMH Properties buyer in Q3 2024 was Capital Research Global Investors, an estimated $33.4M added.
  • The largest UMH Properties seller in Q3 2024 was American Century Companies, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2024.