UMH Properties
173 hedge funds and large institutions have $661M invested in UMH Properties in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 68 increasing their positions, 55 reducing their positions, and 21 closing their positions.
181% more call options, than puts
Call options by funds: $329K | Put options by funds: $117K
24% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 55
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.27% less ownership
Funds ownership: 75.24% → 74.97% (-0.27%)
1% less capital invested
Capital invested by funds: $669M → $661M (-$7.81M)
10% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 21
2% less funds holding
Funds holding: 177 → 173 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$16.6M |
| 2 |
JP Morgan Chase
New York
|
+$8.01M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$5.26M |
| 4 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$3.27M |
| 5 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$3.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$26.4M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$6.1M |
| 3 |
UOC
UBS O'Connor
Chicago,
Illinois
|
-$3.65M |
| 4 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
-$2.84M |
| 5 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$1.65M |
UMH Hedge Fund Activity: Q4 2022 in Review
173 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q4 2022, worth a combined $661M — down 1.2% from $669M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of UMH and 19 opened new positions — a net loss of 2 holders — while 55 trimmed existing stakes and 68 added.
The largest buyer was American Century Companies, opening a new position worth an estimated $16.6M. The largest seller was Janus Henderson Group, cutting an estimated $26.4M.
- 173 institutional investors held UMH Properties (UMH) as of Q4 2022, down from 177 in Q3 2022.
- Funds reported $661M of UMH Properties stock for Q4 2022, down 1.2% quarter-over-quarter.
- 19 funds opened new UMH Properties positions in Q4 2022 and 21 closed out, a net change of -2 holders.
- The largest UMH Properties buyer in Q4 2022 was American Century Companies, an estimated $16.6M added.
- The largest UMH Properties seller in Q4 2022 was Janus Henderson Group, an estimated $26.4M sold.
Based on aggregated 13F filings for Q4 2022.