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UMH

UMH Properties

177 hedge funds and large institutions have $669M invested in UMH Properties in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 79 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 51

3.23% more ownership

Funds ownership: 72.02%75.24% (+3.2%)

3% less capital invested

Capital invested by funds: $690M → $669M (-$20.5M)

2% less funds holding

Funds holding: 181177 (-4)

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

Holders
177
Holders Change
-4
Holders Change %
-2.21%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
79
Reduced
51
Closed
19
Calls
$345K
Puts
$403K
Net Calls
-$58K
Net Calls Change
-$307K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$84.6M -$96.5K -5,138 -0.1%
BlackRock
2
BlackRock
New York
$58.6M +$221K +11,791 +0.3%
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$53.1M +$27.8M +1,482,220 +82%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$45M -$45.4K -2,415 -0.1%
Jennison Associates
5
Jennison Associates
New York
$35.4M +$12.8M +681,272 +45%
William Blair Investment Management
6
William Blair Investment Management
Illinois
$31.5M +$6.1M +325,035 +20%
CCM
7
Copeland Capital Management
Pennsylvania
$26M +$487K +25,934 +2%
State Street
8
State Street
Massachusetts
$23.6M +$337K +17,926 +1%
Westfield Capital Management
9
Westfield Capital Management
Massachusetts
$21.6M -$1.58M -84,241 -6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$16.7M +$63.2K +3,364 +0.3%
GKIM
11
GW&K Investment Management
Massachusetts
$15.8M -$35.4K -1,883 -0.2%
BIC
12
B&I Capital
Switzerland
$12.3M +$2.63M +140,148 +22%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$11.1M +$84.8K +4,517 +0.7%
T. Rowe Price Investment Management
14
T. Rowe Price Investment Management
Maryland
$10.4M +$12.1M +645,813 New
Invesco
15
Invesco
Georgia
$9.8M +$1.87M +99,445 +20%
Charles Schwab
16
Charles Schwab
California
$9.68M +$227K +12,098 +2%
Northern Trust
17
Northern Trust
Illinois
$9.23M +$25.8K +1,373 +0.2%
State of New Jersey Common Pension Fund D
18
State of New Jersey Common Pension Fund D
New Jersey
$7.55M +$233K +12,413 +3%
JP Morgan Chase
19
JP Morgan Chase
New York
$7.24M -$164K -8,734 -2%
Morgan Stanley
20
Morgan Stanley
New York
$6.4M +$90.9K +4,842 +1%
DADC
21
D.A. Davidson & Co
Montana
$6.38M +$575K +30,595 +8%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$6.1M +$7.09M +377,765 +555,537%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$6.06M -$1.79M -95,381 -20%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$5.73M +$51.8K +2,760 +0.8%
HA
25
Heartland Advisors
Wisconsin
$5.65M +$6.57M +350,000 New

UMH Hedge Fund Activity: Q3 2022 in Review

177 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q3 2022, worth a combined $669M — down 3% 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 51 trimmed existing stakes and 79 added.

The largest buyer was Janus Henderson Group, adding an estimated $27.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $12.1M.

  • 177 institutional investors held UMH Properties (UMH) as of Q3 2022, down from 181 in Q2 2022.
  • Funds reported $669M of UMH Properties stock for Q3 2022, down 3% 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 Janus Henderson Group, an estimated $27.8M 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.