UMH Properties
181 hedge funds and large institutions have $690M invested in UMH Properties in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 86 increasing their positions, 51 reducing their positions, and 24 closing their positions.
116% more call options, than puts
Call options by funds: $464K | Put options by funds: $215K
69% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 51
2.38% more ownership
Funds ownership: 69.64% → 72.02% (+2.4%)
6% less funds holding
Funds holding: 192 → 181 (-11)
23% less capital invested
Capital invested by funds: $891M → $690M (-$201M)
29% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Westfield Capital Management
Boston,
Massachusetts
|
+$25.4M |
| 2 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$6.49M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$6.29M |
| 4 |
Jennison Associates
New York
|
+$6.17M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$5.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NIP
Nicholas Investment Partners
Rancho Santa Fe,
California
|
-$7M |
| 2 |
RCM
Rutabaga Capital Management
Boston,
Massachusetts
|
-$2.78M |
| 3 |
FM
Forward Management
San Francisco,
California
|
-$2.71M |
| 4 |
Millennium Management
New York
|
-$2.6M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
-$2.36M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCM
201
Covington Capital Management
Los Angeles,
California
| – | -$6K | -257 | Closed |
|
202
Group One Trading
Chicago,
Illinois
| – | -$4.16K | -200 | Closed |
|
|
C
203
Covestor
London,
United Kingdom
| – | -$561 | -27 | -73% |
|
|
GWS
204
Glassman Wealth Services
Vienna,
Virginia
| – | -$1K | -22 | Closed |
|
|
HI
205
Harbour Investments
Madison,
Wisconsin
| – | +$145 | +7 | New |
|
UMH Hedge Fund Activity: Q2 2022 in Review
181 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2022, worth a combined $690M — down 23% from $891M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of UMH and 17 opened new positions — a net loss of 7 holders — while 51 trimmed existing stakes and 86 added.
The largest buyer was Westfield Capital Management, adding an estimated $25.4M. The largest seller was Nicholas Investment Partners, exiting entirely with an estimated $7M sold.
- 181 institutional investors held UMH Properties (UMH) as of Q2 2022, down from 192 in Q1 2022.
- Funds reported $690M of UMH Properties stock for Q2 2022, down 23% quarter-over-quarter.
- 17 funds opened new UMH Properties positions in Q2 2022 and 24 closed out, a net change of -7 holders.
- The largest UMH Properties buyer in Q2 2022 was Westfield Capital Management, an estimated $25.4M added.
- The largest UMH Properties seller in Q2 2022 was Nicholas Investment Partners, an estimated $7M sold.
Based on aggregated 13F filings for Q2 2022.