UMH

UMH Properties
UMH

Overview Fund Activity

221 hedge funds and large institutions have $1.17B invested in UMH Properties in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 82 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+26
Holders Change %
+13.33%
% of All Funds
3.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
44
Increased
82
Reduced
60
Closed
17
Calls
$402K
Puts
$314K
Net Calls
+$88K
Net Calls Change
+$244K

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$35.3M
2
BlackRock
BlackRock
New York
$131M
3
State Street
State Street
Massachusetts
$55.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$10.5M
5
Marshall Wace
Marshall Wace
United Kingdom
$12.6M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$45.9M
2
Deutsche Bank
Deutsche Bank
Germany
$1.25M
3
Goldman Sachs
Goldman Sachs
New York
$6.15M
4
RR
Robotti Robert
$0
5
Cerity Partners
Cerity Partners
New York
$779K
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
201
Hemington Wealth Management
Virginia
$5K +$5K +305 New
GWM
202
Geneos Wealth Management
Colorado
$4.86K +$4.86K +247 New
SAM
203
Smartleaf Asset Management
Massachusetts
$4.17K +$1.91K +99 +85%
SCM
204
Sterling Capital Management
North Carolina
$3.99K +$3.99K +203 New
FHA
205
First Horizon Advisors
Tennessee
$3.54K +$374 +19 +12%
FFA
206
Farther Finance Advisors
California
$2.83K -$334 -17 -11%
LC
207
Lindbrook Capital
California
$2.77K +$1.85K +94 +200%
OC
208
Oakworth Capital
Alabama
$2.56K – – –
AF
209
Allworth Financial
California
$2.4K – – –
GI
210
GAMMA Investing
California
$1.85K +$1.4K +71 +309%
HNB
211
Huntington National Bank
Ohio
$1.59K – – –
CPA
212
Capital Performance Advisors
California
$1.55K +$1.55K +79 New
RIL
213
Rothschild Investment LLC
Illinois
$1.38K +$787 +40 +133%
LWANC
214
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.28K +$1.28K +65 New
IAIM
215
International Assets Investment Management
Florida
$1.25K +$1.22K +23,989 +4,596%
PWMG
216
Private Wealth Management Group
New Jersey
$1.1K – – –
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$1.04K +$1.04K +53 New
BF
218
BOK Financial
Oklahoma
$365 +$365 +19 New
HI
219
Harbour Investments
Wisconsin
$138 – – –
DF
220
Dunhill Financial
United Kingdom
$83 +$83 +4 New
RR
221
Robotti Robert
– -$4.71M -294,610 Closed
Citadel Advisors
222
Citadel Advisors
Florida
– -$1.09M -67,999 Closed
Two Sigma Investments
223
Two Sigma Investments
New York
– -$822K -51,391 Closed
Koshinski Asset Management
224
Koshinski Asset Management
Illinois
– -$498K -30,531 Closed
Two Sigma Advisers
225
Two Sigma Advisers
New York
– -$408K -25,500 Closed
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