UMH Properties
185 hedge funds and large institutions have $639M invested in UMH Properties in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 40 reducing their positions, and 14 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 40
93% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 14
7% more funds holding
Funds holding: 173 → 185 (+12)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $661M → $639M (-$22.2M)
2.49% less ownership
Funds ownership: 74.97% → 72.48% (-2.5%)
44% less call options, than puts
Call options by funds: $244K | Put options by funds: $439K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$17.5M |
| 2 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
+$11.9M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$6.09M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
+$4.77M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$4.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$27.8M |
| 2 |
Westfield Capital Management
Boston,
Massachusetts
|
-$19.9M |
| 3 |
Jennison Associates
New York
|
-$12.5M |
| 4 |
Goldman Sachs
New York
|
-$5.1M |
| 5 |
KOCAA
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
-$1.87M |
UMH Hedge Fund Activity: Q1 2023 in Review
185 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q1 2023, worth a combined $639M — down 3.4% from $661M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new UMH positions and 14 closed out — a net gain of 13 holders — while 88 added to existing stakes and 40 trimmed.
The largest buyer was American Century Companies, adding an estimated $17.5M. The largest seller was Janus Henderson Group, cutting an estimated $27.8M.
- 185 institutional investors held UMH Properties (UMH) as of Q1 2023, up from 173 in Q4 2022.
- Funds reported $639M of UMH Properties stock for Q1 2023, down 3.4% quarter-over-quarter.
- 27 funds opened new UMH Properties positions in Q1 2023 and 14 closed out, a net change of +13 holders.
- The largest UMH Properties buyer in Q1 2023 was American Century Companies, an estimated $17.5M added.
- The largest UMH Properties seller in Q1 2023 was Janus Henderson Group, an estimated $27.8M sold.
Based on aggregated 13F filings for Q1 2023.