UMH Properties
192 hedge funds and large institutions have $891M invested in UMH Properties in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 57 reducing their positions, and 15 closing their positions.
113% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 15
35% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 57
8% more funds holding
Funds holding: 177 → 192 (+15)
0.93% less ownership
Funds ownership: 70.57% → 69.64% (-0.93%)
6% less capital invested
Capital invested by funds: $944M → $891M (-$52.9M)
45% less call options, than puts
Call options by funds: $349K | Put options by funds: $639K
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$19.2M |
| 2 |
State Street
Boston,
Massachusetts
|
+$10.1M |
| 3 |
Lazard Asset Management
New York
|
+$7.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.34M |
| 5 |
Jennison Associates
New York
|
+$6.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$10.7M |
| 2 |
Millennium Management
New York
|
-$10.5M |
| 3 |
Verition Fund Management
Greenwich,
Connecticut
|
-$6.57M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$4.71M |
| 5 |
Axa
Paris,
France
|
-$3.79M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BRWA
201
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$249K | -9,097 | Closed |
|
|
PCM
202
Palisade Capital Management
Fort Lee,
New Jersey
| – | -$205K | -7,500 | Closed |
|
203
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$21K | -760 | Closed |
|
204
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$18K | -659 | Closed |
|
|
SFM
205
Signet Financial Management
Parsippany,
New Jersey
| – | -$11K | -398 | Closed |
|
|
DWA
206
Delos Wealth Advisors
Dallas,
Texas
| – | -$6K | -214 | Closed |
|
|
FGAM
207
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$74 | -108 | Closed |
|
UMH Hedge Fund Activity: Q1 2022 in Review
192 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q1 2022, worth a combined $891M — down 5.6% from $944M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new UMH positions and 15 closed out — a net gain of 17 holders — while 77 added to existing stakes and 57 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $19.2M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $10.7M sold.
- 192 institutional investors held UMH Properties (UMH) as of Q1 2022, up from 177 in Q4 2021.
- Funds reported $891M of UMH Properties stock for Q1 2022, down 5.6% quarter-over-quarter.
- 32 funds opened new UMH Properties positions in Q1 2022 and 15 closed out, a net change of +17 holders.
- The largest UMH Properties buyer in Q1 2022 was Janus Henderson Group, an estimated $19.2M added.
- The largest UMH Properties seller in Q1 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $10.7M sold.
Based on aggregated 13F filings for Q1 2022.