AI Financial Corp
AIFC
10 hedge funds and large institutions have $2.28M invested in AI Financial Corp in 2014 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
0% more funds holding
Funds holding: 10 → 10 (0)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
32% less capital invested
Capital invested by funds: $3.35M → $2.28M (-$1.07M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
+$124K |
| 2 |
Renaissance Technologies
New York
|
+$20.5K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$5.54K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$360 |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
+$277 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Perkins Capital Management
Wayzata,
Minnesota
|
-$980K |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
-$3K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.48K |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
1
Perkins Capital Management
Wayzata,
Minnesota
| $1.21M | -$980K | -70,675 | -45% |
|
|
SKK
2
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $441K | +$124K | +8,917 | +39% |
|
|
3
Renaissance Technologies
New York
| $358K | +$20.5K | +1,480 | +6% |
|
4
Vanguard Group
Malvern,
Pennsylvania
| $248K | – | – | – |
|
5
Bank of America
Charlotte,
North Carolina
| $14K | – | – | – |
|
|
6
Creative Planning
Overland Park,
Kansas
| $6K | +$5.54K | +400 | New |
|
|
NPC
7
National Planning Corporation
El Segundo,
California
| $302 | +$277 | +20 | New |
|
|
8
US Bancorp
Minneapolis,
Minnesota
| – | -$3K | -200 | Closed |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| – | -$2.48K | -179 | -98% |
|
|
10
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$2K | -158 | Closed |
|
|
11
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | +$360 | +26 | New |
|
AIFC Hedge Fund Activity: Q4 2014 in Review
10 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in AI Financial Corp (AIFC) for Q4 2014, worth a combined $2.28M — down 32% from $3.35M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new AIFC positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Shepherd Kaplan Krochuk, adding an estimated $124K. The largest seller was Perkins Capital Management, cutting an estimated $980K.
- 10 institutional investors held AI Financial Corp (AIFC) as of Q4 2014, unchanged from Q3 2014.
- Funds reported $2.28M of AI Financial Corp stock for Q4 2014, down 32% quarter-over-quarter.
- 3 funds opened new AI Financial Corp positions in Q4 2014 and 2 closed out, a net change of +1 holder.
- The largest AI Financial Corp buyer in Q4 2014 was Shepherd Kaplan Krochuk, an estimated $124K added.
- The largest AI Financial Corp seller in Q4 2014 was Perkins Capital Management, an estimated $980K sold.
Based on aggregated 13F filings for Q4 2014.