UMH

UMH Properties
UMH

Overview Fund Activity

195 hedge funds and large institutions have $842M invested in UMH Properties in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 77 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
-4
Holders Change %
-2.01%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
77
Reduced
65
Closed
23
Calls
$111K
Puts
$636K
Net Calls
-$525K
Net Calls Change
-$385K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$8.71M
2
KCM
Kennedy Capital Management
Missouri
+$7.67M
3
Cerity Partners
Cerity Partners
New York
+$4.09M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$2.73M
5
DADC
D.A. Davidson & Co
Montana
+$2.69M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$9.43M
2
HA
Heartland Advisors
Wisconsin
-$4.85M
3
Morgan Stanley
Morgan Stanley
New York
-$3.91M
4
PCM
Penn Capital Management
Pennsylvania
-$2.98M
5
Renaissance Technologies
Renaissance Technologies
New York
-$2.73M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
176
Parallel Advisors
California
$6.61K +$6.61K +407 New
HWA
177
HHM Wealth Advisors
Tennessee
$6.12K – – –
PS
178
Principal Securities
Iowa
$5.16K -$7.36K -453 -59%
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$5K -$980 -58 -16%
NA
180
NewEdge Advisors
Louisiana
$4.87K -$2.1K -129 -30%
FHA
181
First Horizon Advisors
Tennessee
$2.62K – – –
CIBC Private Wealth Group
182
CIBC Private Wealth Group
Georgia
$2.3K +$2.3K +144 New
OC
183
Oakworth Capital
Alabama
$2.11K – – –
AF
184
Allworth Financial
California
$1.98K – – –
HIA
185
Harbor Investment Advisory
Maryland
$1.45K +$1.45K +89 New
HNB
186
Huntington National Bank
Ohio
$1.32K – – –
PWMG
187
Private Wealth Management Group
New Jersey
$910 – – –
LC
188
Lindbrook Capital
California
$763 – – –
FFA
189
Farther Finance Advisors
California
$494 – – –
GI
190
GAMMA Investing
California
$374 – – –
SIS
191
Sound Income Strategies
Florida
$244 +$244 +15 New
AWM
192
Avior Wealth Management
Nebraska
$194 +$194 +12 New
RIL
193
Rothschild Investment LLC
Illinois
$162 +$162 +10 New
HI
194
Harbour Investments
Wisconsin
$114 – – –
Balyasny Asset Management
195
Balyasny Asset Management
Illinois
– -$9.43M -615,511 Closed
PCM
196
Penn Capital Management
Pennsylvania
– -$2.98M -194,646 Closed
CSS
197
Cubist Systematic Strategies
Connecticut
– -$1.66M -108,096 Closed
Two Sigma Investments
198
Two Sigma Investments
New York
– -$705K -46,002 Closed
SG Americas Securities
199
SG Americas Securities
New York
– -$465K -30,334 Closed
SSA
200
Schonfeld Strategic Advisors
New York
– -$440K -28,700 Closed
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