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ABX

Abacus Global Management
ABX

6 hedge funds and large institutions have $1.6M invested in Abacus Global Management in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

33% less funds holding

Funds holding: 9 → 6 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

57.19% less ownership

Funds ownership: 57.57% → 0.37% (-57%)

90% less capital invested

Capital invested by funds: $16.8M → $1.6M (-$15.2M)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
6
Holders Change
-3
Holders Change %
-33.33%
% of All Funds
0.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
–
Reduced
1
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SI
Stephens Inc
Arkansas
+$184K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$146K
3
Barclays
Barclays
United Kingdom
+$51.1K
4
Morgan Stanley
Morgan Stanley
New York
+$13.7K
5
RMC
Resources Management Corp
Connecticut
+$1.11K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$9.87M
2
SIM
Sandia Investment Management
Massachusetts
-$1.7M
3
AFA
Alta Fundamental Advisers
New York
-$1.25M
4
WRBC
W.R. Berkley Corp
Connecticut
-$589K
5
CS
Clear Street
New York
-$417K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
1
Alta Fundamental Advisers
New York
$1.23M -$1.25M -170,000 -49%
SI
2
Stephens Inc
Arkansas
$171K +$184K +25,000 New
Geode Capital Management
3
Geode Capital Management
Massachusetts
$138K +$146K +19,820 New
Barclays
4
Barclays
United Kingdom
$47.3K +$51.1K +6,924 New
Morgan Stanley
5
Morgan Stanley
New York
$12.7K +$13.7K +1,857 New
RMC
6
Resources Management Corp
Connecticut
$1K +$1.11K +150 New
KIM
7
Karpus Investment Management
New York
– -$9.87M -953,934 Closed
SIM
8
Sandia Investment Management
Massachusetts
– -$1.7M -170,484 Closed
WRBC
9
W.R. Berkley Corp
Connecticut
– -$589K -57,402 Closed
CS
10
Clear Street
New York
– -$417K -41,599 Closed
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
– -$409K -40,812 Closed
LCS
12
Levin Capital Strategies
New York
– -$200K -20,335 Closed
DWM
13
Dakota Wealth Management
Florida
– -$111K -11,049 Closed
UBS Group
14
UBS Group
Switzerland
– -$7.53K -751 Closed

ABX Hedge Fund Activity: Q3 2023 in Review

6 of the 6,304 institutional investors tracked by Wall St. Rank reported a position in Abacus Global Management (ABX) for Q3 2023, worth a combined $1.6M — down 90% from $16.8M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ABX and 5 opened new positions — a net loss of 3 holders — while 1 trimmed existing stakes and 0 added.

The largest buyer was Stephens Inc, opening a new position worth an estimated $184K. The largest seller was Karpus Investment Management, exiting entirely with an estimated $9.87M sold.

  • 6 institutional investors held Abacus Global Management (ABX) as of Q3 2023, down from 9 in Q2 2023.
  • Funds reported $1.6M of Abacus Global Management stock for Q3 2023, down 90% quarter-over-quarter.
  • 5 funds opened new Abacus Global Management positions in Q3 2023 and 8 closed out, a net change of -3 holders.
  • The largest Abacus Global Management buyer in Q3 2023 was Stephens Inc, an estimated $184K added.
  • The largest Abacus Global Management seller in Q3 2023 was Karpus Investment Management, an estimated $9.87M sold.

Based on aggregated 13F filings for Q3 2023.