AI Financial Corp
AIFC
8 hedge funds and large institutions have $1.12M invested in AI Financial Corp in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
20% less funds holding
Funds holding: 10 → 8 (-2)
51% less capital invested
Capital invested by funds: $2.28M → $1.12M (-$1.15M)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
+$32.7K |
| 2 |
Renaissance Technologies
New York
|
+$21.8K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.5K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$435 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Perkins Capital Management
Wayzata,
Minnesota
|
-$817K |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$6K |
| 3 |
NPC
National Planning Corporation
El Segundo,
California
|
-$302 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SKK
1
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $353K | +$32.7K | +2,401 | +7% |
|
|
PCM
2
Perkins Capital Management
Wayzata,
Minnesota
| $287K | -$817K | -60,049 | -68% |
|
|
3
Renaissance Technologies
New York
| $283K | +$21.8K | +1,600 | +6% |
|
4
Vanguard Group
Malvern,
Pennsylvania
| $190K | – | – | – |
|
5
Bank of America
Charlotte,
North Carolina
| $10K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $1K | +$1.5K | +110 | New |
|
|
7
Creative Planning
Overland Park,
Kansas
| – | -$6K | -400 | Closed |
|
|
NPC
8
National Planning Corporation
El Segundo,
California
| – | -$302 | -20 | Closed |
|
|
9
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | +$435 | +32 | +123% |
|
AIFC Hedge Fund Activity: Q1 2015 in Review
8 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in AI Financial Corp (AIFC) for Q1 2015, worth a combined $1.12M — down 51% from $2.28M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of AIFC and 1 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 3 added.
The largest buyer was Shepherd Kaplan Krochuk, adding an estimated $32.7K. The largest seller was Perkins Capital Management, cutting an estimated $817K.
- 8 institutional investors held AI Financial Corp (AIFC) as of Q1 2015, down from 10 in Q4 2014.
- Funds reported $1.12M of AI Financial Corp stock for Q1 2015, down 51% quarter-over-quarter.
- 1 fund opened new AI Financial Corp positions in Q1 2015 and 3 closed out, a net change of -2 holders.
- The largest AI Financial Corp buyer in Q1 2015 was Shepherd Kaplan Krochuk, an estimated $32.7K added.
- The largest AI Financial Corp seller in Q1 2015 was Perkins Capital Management, an estimated $817K sold.
Based on aggregated 13F filings for Q1 2015.