Abundia Global Impact Group
AGIG
29 hedge funds and large institutions have $2.11M invested in Abundia Global Impact Group in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
150% more capital invested
Capital invested by funds: $843K → $2.11M (+$1.26M)
21% more funds holding
Funds holding: 24 → 29 (+5)
0.01% more ownership
Funds ownership: 0.08% → 0.08% (+0.01%)
0% more call options, than puts
Call options by funds: $1K | Put options by funds: $1K
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
+$68.3K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$59.6K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$53.5K |
| 4 |
Renaissance Technologies
New York
|
+$36.4K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$15.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
WFG Advisors
Dallas,
Texas
|
-$12.4K |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$11K |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$9K |
| 4 |
BCA
Benchmark Capital Advisors
New York
|
-$7.03K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$827 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$52 | +1 | New |
|
27
Morgan Stanley
New York
| – | +$103 | +2 | +100% |
|
28
Wells Fargo
San Francisco,
California
| – | +$207 | +4 | New |
|
AGIG Hedge Fund Activity: Q1 2014 in Review
29 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Abundia Global Impact Group (AGIG) for Q1 2014, worth a combined $2.11M — up 150% from $843K a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new AGIG positions and 2 closed out — a net gain of 5 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Shepherd Kaplan Krochuk, opening a new position worth an estimated $68.3K. The largest seller was WFG Advisors, cutting an estimated $12.4K.
- 29 institutional investors held Abundia Global Impact Group (AGIG) as of Q1 2014, up from 24 in Q4 2013.
- Funds reported $2.11M of Abundia Global Impact Group stock for Q1 2014, up 150% quarter-over-quarter.
- 7 funds opened new Abundia Global Impact Group positions in Q1 2014 and 2 closed out, a net change of +5 holders.
- The largest Abundia Global Impact Group buyer in Q1 2014 was Shepherd Kaplan Krochuk, an estimated $68.3K added.
- The largest Abundia Global Impact Group seller in Q1 2014 was WFG Advisors, an estimated $12.4K sold.
Based on aggregated 13F filings for Q1 2014.