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UMH

UMH Properties
UMH

186 hedge funds and large institutions have $639M invested in UMH Properties in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 87 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 40

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

8% more funds holding

Funds holding: 173 → 186 (+13)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less capital invested

Capital invested by funds: $662M → $639M (-$22.4M)

1.25% less ownership

Funds ownership: 73.73% → 72.48% (-1.3%)

44% less call options, than puts

Call options by funds: $244K | Put options by funds: $439K

Holders
186
Holders Change
+13
Holders Change %
+7.51%
% of All Funds
2.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
28
Increased
87
Reduced
40
Closed
14
Calls
$244K
Puts
$439K
Net Calls
-$195K
Net Calls Change
-$407K

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$17.5M
2
CCM
Copeland Capital Management
Pennsylvania
+$11.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$6.09M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$4.77M
5
Nuveen
Nuveen
North Carolina
+$4.39M

Top Sellers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
-$27.8M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$19.9M
3
Jennison Associates
Jennison Associates
New York
-$12.5M
4
Goldman Sachs
Goldman Sachs
New York
-$5.1M
5
KOCAA
Knights of Columbus Asset Advisors
Connecticut
-$1.87M

UMH Hedge Fund Activity: Q1 2023 in Review

186 of the 6,283 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 $662M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new UMH positions and 14 closed out — a net gain of 14 holders — while 87 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.

  • 186 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.
  • 28 funds opened new UMH Properties positions in Q1 2023 and 14 closed out, a net change of +14 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.