UMH Properties
178 hedge funds and large institutions have $642M invested in UMH Properties in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 78 increasing their positions, 52 reducing their positions, and 19 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 52
0.14% more ownership
Funds ownership: 72.02% → 72.15% (+0.14%)
2% less funds holding
Funds holding: 182 → 178 (-4)
7% less capital invested
Capital invested by funds: $690M → $642M (-$48.1M)
14% less call options, than puts
Call options by funds: $345K | Put options by funds: $403K
16% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$12.8M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$7.09M |
| 3 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$6.57M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
+$6.1M |
| 5 |
BIC
B&I Capital
Zurich,
Switzerland
|
+$2.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$12.1M |
| 2 |
Lazard Asset Management
New York
|
-$4.99M |
| 3 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
-$4.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.99M |
| 5 |
Janus Henderson Group
London,
|
-$3.06M |
UMH Hedge Fund Activity: Q3 2022 in Review
178 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q3 2022, worth a combined $642M — down 7% from $690M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of UMH and 16 opened new positions — a net loss of 3 holders — while 52 trimmed existing stakes and 78 added.
The largest buyer was Jennison Associates, adding an estimated $12.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $12.1M.
- 178 institutional investors held UMH Properties (UMH) as of Q3 2022, down from 182 in Q2 2022.
- Funds reported $642M of UMH Properties stock for Q3 2022, down 7% quarter-over-quarter.
- 16 funds opened new UMH Properties positions in Q3 2022 and 19 closed out, a net change of -3 holders.
- The largest UMH Properties buyer in Q3 2022 was Jennison Associates, an estimated $12.8M added.
- The largest UMH Properties seller in Q3 2022 was T. Rowe Price Associates, an estimated $12.1M sold.
Based on aggregated 13F filings for Q3 2022.