UMH Properties
222 hedge funds and large institutions have $1.18B invested in UMH Properties in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 82 increasing their positions, 61 reducing their positions, and 17 closing their positions.
159% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 17
36% more capital invested
Capital invested by funds: $867M → $1.18B (+$309M)
34% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 61
28% more call options, than puts
Call options by funds: $402K | Put options by funds: $314K
13% more funds holding
Funds holding: 196 → 222 (+26)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.8% less ownership
Funds ownership: 77.02% → 76.22% (-0.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$33.4M |
| 2 |
BlackRock
New York
|
+$26.5M |
| 3 |
State Street
Boston,
Massachusetts
|
+$16.1M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$9.94M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$9.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$11.2M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$5.48M |
| 3 |
Goldman Sachs
New York
|
-$4.78M |
| 4 |
RR
Robotti Robert
|
-$4.71M |
| 5 |
Cerity Partners
New York
|
-$2.86M |
UMH Hedge Fund Activity: Q3 2024 in Review
222 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q3 2024, worth a combined $1.18B — up 36% from $867M a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new UMH positions and 17 closed out — a net gain of 27 holders — while 82 added to existing stakes and 61 trimmed.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $33.4M. The largest seller was American Century Companies, cutting an estimated $11.2M.
- 222 institutional investors held UMH Properties (UMH) as of Q3 2024, up from 196 in Q2 2024.
- Funds reported $1.18B of UMH Properties stock for Q3 2024, up 36% quarter-over-quarter.
- 44 funds opened new UMH Properties positions in Q3 2024 and 17 closed out, a net change of +27 holders.
- The largest UMH Properties buyer in Q3 2024 was Capital Research Global Investors, an estimated $33.4M added.
- The largest UMH Properties seller in Q3 2024 was American Century Companies, an estimated $11.2M sold.
Based on aggregated 13F filings for Q3 2024.