AI Financial Corp
AIFC
9 hedge funds and large institutions have $4.42M invested in AI Financial Corp in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 3 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
26% more capital invested
Capital invested by funds: $3.51M → $4.42M (+$906K)
10% less funds holding
Funds holding: 10 → 9 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$60K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$17.1K |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$6.48K |
| 4 |
Morgan Stanley
New York
|
+$3.43K |
| 5 |
TDC
Thompson Davis & Co
Richmond,
Virginia
|
+$1.71K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
-$114K |
| 2 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
-$90.2K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$35K |
| 4 |
Citigroup
New York
|
-$6K |
| 5 |
PCM
Perkins Capital Management
Wayzata,
Minnesota
|
-$1.71K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
1
Perkins Capital Management
Wayzata,
Minnesota
| $3.27M | -$1.71K | -100 | -0.1% |
|
|
2
Renaissance Technologies
New York
| $424K | +$60K | +3,500 | +20% |
|
3
Vanguard Group
Malvern,
Pennsylvania
| $370K | – | – | – |
|
|
SKK
4
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $318K | -$90.2K | -5,263 | -25% |
|
|
5
Bank of America
Charlotte,
North Carolina
| $20K | +$17.1K | +1,000 | New |
|
|
U
6
UBS
Zurich,
Switzerland
| $8K | +$6.48K | +378 | +1,989% |
|
7
US Bancorp
Minneapolis,
Minnesota
| $4K | – | – | – |
|
|
8
Morgan Stanley
New York
| $4K | +$3.43K | +200 | +10,000% |
|
|
TDC
9
Thompson Davis & Co
Richmond,
Virginia
| $2K | +$1.71K | +100 | New |
|
|
NFA
10
Nationwide Fund Advisors
Columbus,
Ohio
| – | -$114K | -7,500 | Closed |
|
|
11
Citadel Advisors
Miami,
Florida
| – | -$35K | -2,338 | Closed |
|
|
12
Citigroup
New York
| – | -$6K | -364 | Closed |
|
AIFC Hedge Fund Activity: Q2 2014 in Review
9 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in AI Financial Corp (AIFC) for Q2 2014, worth a combined $4.42M — up 26% from $3.51M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of AIFC and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 3 added.
The largest buyer was Renaissance Technologies, adding an estimated $60K. The largest seller was Nationwide Fund Advisors, exiting entirely with an estimated $114K sold.
- 9 institutional investors held AI Financial Corp (AIFC) as of Q2 2014, down from 10 in Q1 2014.
- Funds reported $4.42M of AI Financial Corp stock for Q2 2014, up 26% quarter-over-quarter.
- 2 funds opened new AI Financial Corp positions in Q2 2014 and 3 closed out, a net change of -1 holder.
- The largest AI Financial Corp buyer in Q2 2014 was Renaissance Technologies, an estimated $60K added.
- The largest AI Financial Corp seller in Q2 2014 was Nationwide Fund Advisors, an estimated $114K sold.
Based on aggregated 13F filings for Q2 2014.