UMH Properties
198 hedge funds and large institutions have $867M invested in UMH Properties in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 85 increasing their positions, 53 reducing their positions, and 16 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 53
25% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 16
1.89% more ownership
Funds ownership: 75.16% → 77.04% (+1.9%)
2% more capital invested
Capital invested by funds: $846M → $867M (+$20.9M)
1% more funds holding
Funds holding: 197 → 198 (+1)
30% less call options, than puts
Call options by funds: $364K | Put options by funds: $520K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$17M |
| 2 |
BlackRock
New York
|
+$5.6M |
| 3 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
+$5.14M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$4.96M |
| 5 |
Goldman Sachs
New York
|
+$3.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$6.7M |
| 2 |
Cerity Partners
New York
|
-$3.89M |
| 3 |
Morgan Stanley
New York
|
-$3.57M |
| 4 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
-$3.17M |
| 5 |
JP Morgan Chase
New York
|
-$3.11M |
UMH Hedge Fund Activity: Q2 2024 in Review
198 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2024, worth a combined $867M — up 2.5% from $846M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new UMH positions and 16 closed out — a net gain of 4 holders — while 85 added to existing stakes and 53 trimmed.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $17M. The largest seller was Millennium Management, cutting an estimated $6.7M.
- 198 institutional investors held UMH Properties (UMH) as of Q2 2024, up from 197 in Q1 2024.
- Funds reported $867M of UMH Properties stock for Q2 2024, up 2.5% quarter-over-quarter.
- 20 funds opened new UMH Properties positions in Q2 2024 and 16 closed out, a net change of +4 holders.
- The largest UMH Properties buyer in Q2 2024 was T. Rowe Price Investment Management, an estimated $17M added.
- The largest UMH Properties seller in Q2 2024 was Millennium Management, an estimated $6.7M sold.
Based on aggregated 13F filings for Q2 2024.