UMH

UMH Properties
UMH

Overview Fund Activity

187 hedge funds and large institutions have $683M invested in UMH Properties in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 75 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+10
Holders Change %
+5.65%
% of All Funds
2.98%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
75
Reduced
52
Closed
15
Calls
$437K
Puts
$246K
Net Calls
+$191K
Net Calls Change
+$345K

Top Buyers

1
PMG
Private Management Group
California
$14.5M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$39M
3
American Century Companies
American Century Companies
Missouri
$35.5M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$7.47M
5
NIG
NFJ Investment Group
Texas
$3.77M

Top Sellers

1
BIC
B&I Capital
Switzerland
$0
2
Millennium Management
Millennium Management
New York
$1.72M
3
BlackRock
BlackRock
New York
$61.9M
4
Cerity Partners
Cerity Partners
New York
$0
5
Russell Investments Group
Russell Investments Group
United Kingdom
$3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
176
HHM Wealth Advisors
Tennessee
$5.29K +$5.29K +377 New
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$5K -$6.34K -449 -56%
FHA
178
First Horizon Advisors
Tennessee
$4.84K – – –
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$3.08K – – –
LC
180
Lindbrook Capital
California
$2.43K +$1.61K +115 +198%
HNB
181
Huntington National Bank
Ohio
$1.63K +$477 +34 +41%
AF
182
Allworth Financial
California
$1.57K +$1.04K +74 +195%
MPWT
183
MassMutual Private Wealth & Trust
Connecticut
$981 +$280 +20 +40%
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$505 +$505 +36 New
ANBT
185
American National Bank & Trust
Texas
$182 – – –
HI
186
Harbour Investments
Wisconsin
$98 – – –
BIC
187
B&I Capital
Switzerland
– -$10.5M -659,135 Closed
Cerity Partners
188
Cerity Partners
New York
– -$3.06M -191,338 Closed
Creative Planning
189
Creative Planning
Kansas
– -$356K -22,252 Closed
Susquehanna International Group
190
Susquehanna International Group
Pennsylvania
– -$294K -18,370 Closed
AIM
191
Aigen Investment Management
New York
– -$215K -13,423 Closed
OC
192
Oppenheimer & Co
New York
– -$204K -12,763 Closed
B
193
Bailard
California
– -$200K -12,500 Closed
DCM
194
Dupont Capital Management
Delaware
– -$191K -11,946 Closed
VIA
195
Vident Investment Advisory
Georgia
– -$172K -10,764 Closed
HSBC Holdings
196
HSBC Holdings
United Kingdom
– -$171K -10,746 Closed
RI
197
Ridgewood Investments
New Jersey
– -$78.2K -4,894 Closed
CAS
198
Coppell Advisory Solutions
Texas
– -$9.15K -570 Closed
Group One Trading
199
Group One Trading
Illinois
– -$8.1K -507 Closed
RG
200
Retirement Group
California
– -$7.99K -500 Closed
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