AI Financial Corp
AIFC
10 hedge funds and large institutions have $3.51M invested in AI Financial Corp in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 3 closing their positions.
15% more capital invested
Capital invested by funds: $3.05M → $3.51M (+$462K)
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$212K |
| 2 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
+$116K |
| 3 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
+$72K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$36K |
| 5 |
Renaissance Technologies
New York
|
+$17K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Perkins Capital Management
Wayzata,
Minnesota
|
-$103K |
| 2 |
California Public Employees Retirement System
Sacramento,
California
|
-$28K |
| 3 |
Morgan Stanley
New York
|
-$12.3K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$9K |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$3.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
1
Perkins Capital Management
Wayzata,
Minnesota
| $2.48M | -$103K | -6,700 | -4% |
|
|
SKK
2
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $321K | +$72K | +4,669 | +28% |
|
|
3
Vanguard Group
Malvern,
Pennsylvania
| $281K | +$212K | +13,731 | +285% |
|
|
4
Renaissance Technologies
New York
| $269K | +$17K | +1,100 | +7% |
|
|
NFA
5
Nationwide Fund Advisors
Columbus,
Ohio
| $114K | +$116K | +7,500 | New |
|
|
6
Citadel Advisors
Miami,
Florida
| $35K | +$36K | +2,338 | New |
|
7
Citigroup
New York
| $6K | +$5.61K | +364 | New |
|
8
US Bancorp
Minneapolis,
Minnesota
| $3K | – | – | – |
|
|
9
California Public Employees Retirement System
Sacramento,
California
| – | -$28K | -1,958 | Closed |
|
|
10
Morgan Stanley
New York
| – | -$12.3K | -798 | -100% |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| – | -$9K | -652 | Closed |
|
|
U
12
UBS
Zurich,
Switzerland
| – | -$3.5K | -227 | -92% |
|
AIFC Hedge Fund Activity: Q1 2014 in Review
10 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in AI Financial Corp (AIFC) for Q1 2014, worth a combined $3.51M — up 15% from $3.05M a quarter earlier.
Fund positioning in AIFC was balanced in Q1 2014: 3 funds opened new positions, 3 closed out, 3 added to existing stakes and 3 trimmed.
The largest buyer was Vanguard Group, adding an estimated $212K. The largest seller was Perkins Capital Management, cutting an estimated $103K.
- 10 institutional investors held AI Financial Corp (AIFC) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $3.51M of AI Financial Corp stock for Q1 2014, up 15% quarter-over-quarter.
- 3 funds opened new AI Financial Corp positions in Q1 2014 and 3 closed out, a net change of 0 holders.
- The largest AI Financial Corp buyer in Q1 2014 was Vanguard Group, an estimated $212K added.
- The largest AI Financial Corp seller in Q1 2014 was Perkins Capital Management, an estimated $103K sold.
Based on aggregated 13F filings for Q1 2014.