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.
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: 196 → 196 (0)
30% less call options, than puts
Call options by funds: $364K | Put options by funds: $520K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$17M |
| 2 |
BlackRock
New York
|
+$5.6M |
| 3 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
+$5.14M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$4.96M |
| 5 |
Goldman Sachs
New York
|
+$3.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$6.7M |
| 2 |
Cerity Partners
New York
|
-$3.89M |
| 3 |
Morgan Stanley
New York
|
-$3.57M |
| 4 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
-$3.17M |
| 5 |
JP Morgan Chase
New York
|
-$3.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Arrowstreet Capital
Boston,
Massachusetts
| – | -$314K | -19,358 | Closed |
|
|
GCM
202
Graham Capital Management
Rowayton,
Connecticut
| – | -$309K | -19,032 | Closed |
|
|
JF
203
Jump Financial
Chicago,
Illinois
| – | -$182K | -11,200 | Closed |
|
|
MLICM
204
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$84.5K | -5,201 | Closed |
|
|
EC
205
EntryPoint Capital
New York
| – | -$32.8K | -2,020 | Closed |
|
|
GKIM
206
GW&K Investment Management
Boston,
Massachusetts
| – | -$14K | -851 | Closed |
|
207
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$9.74K | -600 | Closed |
|
208
Group One Trading
Chicago,
Illinois
| – | -$7.78K | -500 | Closed |
|
|
PA
209
Parallel Advisors
San Francisco,
California
| – | -$6.61K | -407 | Closed |
|
210
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$2.29K | -144 | Closed |
|
|
HIA
211
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$1.45K | -89 | Closed |
|
|
AWM
212
Avior Wealth Management
Omaha,
Nebraska
| – | -$194 | -12 | 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.