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UMH

UMH Properties

196 hedge funds and large institutions have $867M invested in UMH Properties in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 84 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 53

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

1.86% more ownership

Funds ownership: 75.16%77.02% (+1.9%)

2% more capital invested

Capital invested by funds: $846M → $867M (+$20.6M)

0% more funds holding

Funds holding: 196196 (0)

30% less call options, than puts

Call options by funds: $364K | Put options by funds: $520K

Holders
196
Holders Change
Holders Change %
0%
% of All Funds
2.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
84
Reduced
53
Closed
17
Calls
$364K
Puts
$520K
Net Calls
-$156K
Net Calls Change
+$369K
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
176
Simplex Trading
Illinois
$10K -$38.8K -2,492 -78%
PS
177
Principal Securities
Iowa
$9K +$3.81K +245 +77%
IAIM
178
International Assets Investment Management
Florida
$8.34K +$8.13K +522 New
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$7K +$2.48K +159 +54%
QL
180
Quarry LP
New York
$6.04K -$40.8K -2,619 -87%
HWA
181
HHM Wealth Advisors
Tennessee
$6.03K
NA
182
NewEdge Advisors
Louisiana
$4.8K
FFA
183
Farther Finance Advisors
California
$2.58K +$2.02K +130 +419%
FHA
184
First Horizon Advisors
Tennessee
$2.57K
AF
185
Allworth Financial
California
$2.13K
OC
186
Oakworth Capital
Alabama
$2.08K
SAM
187
Smartleaf Asset Management
Massachusetts
$1.81K +$1.82K +117 New
HNB
188
Huntington National Bank
Ohio
$1.29K
Loomis, Sayles & Company
189
Loomis, Sayles & Company
Massachusetts
$1K -$20.7K -1,328 -94%
PWMG
190
Private Wealth Management Group
New Jersey
$896
LC
191
Lindbrook Capital
California
$752
RIL
192
Rothschild Investment LLC
Illinois
$480 +$311 +20 +200%
GI
193
GAMMA Investing
California
$368
SIS
194
Sound Income Strategies
Florida
$240
HI
195
Harbour Investments
Wisconsin
$112
Renaissance Technologies
196
Renaissance Technologies
New York
-$1.71M -105,000 Closed
MOACM
197
Mutual of America Capital Management
New York
-$1.35M -83,128 Closed
GCP
198
GSA Capital Partners
United Kingdom
-$954K -58,757 Closed
HF
199
HRT Financial
New York
-$612K -37,714 Closed
AIG
200
American International Group
New York
-$488K -30,022 Closed

UMH Hedge Fund Activity: Q2 2024 in Review

196 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2024, worth a combined $867M — up 2.4% from $846M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new UMH positions and 17 closed out — a net gain of 3 holders — while 84 added to existing stakes and 53 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $17M. The largest seller was Millennium Management, cutting an estimated $6.7M.

  • 196 institutional investors held UMH Properties (UMH) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $867M of UMH Properties stock for Q2 2024, up 2.4% quarter-over-quarter.
  • 20 funds opened new UMH Properties positions in Q2 2024 and 17 closed out, a net change of +3 holders.
  • The largest UMH Properties buyer in Q2 2024 was T. Rowe Price Investment Management, an estimated $17M added.
  • The largest UMH Properties seller in Q2 2024 was Millennium Management, an estimated $6.7M sold.

Based on aggregated 13F filings for Q2 2024.