UMH Properties
160 hedge funds and large institutions have $682M invested in UMH Properties in 2021 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 67 increasing their positions, 35 reducing their positions, and 14 closing their positions.
177% more call options, than puts
Call options by funds: $912K | Put options by funds: $329K
129% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 14
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
91% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 35
32% more capital invested
Capital invested by funds: $516M → $682M (+$166M)
13% more funds holding
Funds holding: 142 → 160 (+18)
3% more ownership
Funds ownership: 63.63% → 66.63% (+3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$13.3M |
| 2 |
Millennium Management
New York
|
+$11.9M |
| 3 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
+$10.3M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$9.69M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$9.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
-$11.7M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$3.67M |
| 3 |
WC
Walthausen & Co
Malta,
New York
|
-$2.3M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$2.07M |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
-$1.43M |
UMH Hedge Fund Activity: Q2 2021 in Review
160 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2021, worth a combined $682M — up 32% from $516M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new UMH positions and 14 closed out — a net gain of 18 holders — while 67 added to existing stakes and 35 trimmed.
The largest buyer was Jennison Associates, adding an estimated $13.3M. The largest seller was Russell Investments Group, cutting an estimated $11.7M.
- 160 institutional investors held UMH Properties (UMH) as of Q2 2021, up from 142 in Q1 2021.
- Funds reported $682M of UMH Properties stock for Q2 2021, up 32% quarter-over-quarter.
- 32 funds opened new UMH Properties positions in Q2 2021 and 14 closed out, a net change of +18 holders.
- The largest UMH Properties buyer in Q2 2021 was Jennison Associates, an estimated $13.3M added.
- The largest UMH Properties seller in Q2 2021 was Russell Investments Group, an estimated $11.7M sold.
Based on aggregated 13F filings for Q2 2021.