UMH Properties
201 hedge funds and large institutions have $790M invested in UMH Properties in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 94 increasing their positions, 48 reducing their positions, and 17 closing their positions.
96% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 48
76% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 17
16% more capital invested
Capital invested by funds: $683M → $790M (+$106M)
6% more funds holding
Funds holding: 189 → 201 (+12)
2.95% more ownership
Funds ownership: 74.69% → 77.63% (+2.9%)
28% less call options, than puts
Call options by funds: $353K | Put options by funds: $493K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$13.4M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$9.07M |
| 3 |
BlackRock
New York
|
+$7.34M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$4.62M |
| 5 |
SAM
Storebrand Asset Management
Lysaker,
Norway
|
+$4.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$13.5M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$5.47M |
| 3 |
JP Morgan Chase
New York
|
-$2.83M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$2.78M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
-$2.61M |
UMH Hedge Fund Activity: Q4 2023 in Review
201 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q4 2023, worth a combined $790M — up 16% from $683M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new UMH positions and 17 closed out — a net gain of 13 holders — while 94 added to existing stakes and 48 trimmed.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $13.4M. The largest seller was GW&K Investment Management, cutting an estimated $13.5M.
- 201 institutional investors held UMH Properties (UMH) as of Q4 2023, up from 189 in Q3 2023.
- Funds reported $790M of UMH Properties stock for Q4 2023, up 16% quarter-over-quarter.
- 30 funds opened new UMH Properties positions in Q4 2023 and 17 closed out, a net change of +13 holders.
- The largest UMH Properties buyer in Q4 2023 was T. Rowe Price Investment Management, an estimated $13.4M added.
- The largest UMH Properties seller in Q4 2023 was GW&K Investment Management, an estimated $13.5M sold.
Based on aggregated 13F filings for Q4 2023.