UMH Properties
177 hedge funds and large institutions have $944M invested in UMH Properties in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 75 increasing their positions, 45 reducing their positions, and 16 closing their positions.
327% more call options, than puts
Call options by funds: $1.52M | Put options by funds: $357K
94% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 16
67% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 45
31% more capital invested
Capital invested by funds: $721M → $944M (+$222M)
8% more funds holding
Funds holding: 164 → 177 (+13)
4.13% more ownership
Funds ownership: 66.44% → 70.57% (+4.1%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$17M |
| 2 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$15.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.37M |
| 4 |
Millennium Management
New York
|
+$9.36M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$8.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$14.6M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$3.41M |
| 3 |
SC
Saltoro Capital
Dallas,
Texas
|
-$3.33M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$3.1M |
| 5 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
-$3M |
UMH Hedge Fund Activity: Q4 2021 in Review
177 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q4 2021, worth a combined $944M — up 31% from $721M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new UMH positions and 16 closed out — a net gain of 15 holders — while 75 added to existing stakes and 45 trimmed.
The largest buyer was Janus Henderson Group, opening a new position worth an estimated $17M. The largest seller was Bank of Montreal, exiting entirely with an estimated $14.6M sold.
- 177 institutional investors held UMH Properties (UMH) as of Q4 2021, up from 164 in Q3 2021.
- Funds reported $944M of UMH Properties stock for Q4 2021, up 31% quarter-over-quarter.
- 31 funds opened new UMH Properties positions in Q4 2021 and 16 closed out, a net change of +15 holders.
- The largest UMH Properties buyer in Q4 2021 was Janus Henderson Group, an estimated $17M added.
- The largest UMH Properties seller in Q4 2021 was Bank of Montreal, an estimated $14.6M sold.
Based on aggregated 13F filings for Q4 2021.