AI Financial Corp
AIFC
10 hedge funds and large institutions have $987K invested in AI Financial Corp in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
25% more funds holding
Funds holding: 8 → 10 (+2)
12% less capital invested
Capital invested by funds: $1.12M → $987K (-$137K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$19.8K |
| 2 |
Renaissance Technologies
New York
|
+$13.3K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$6.84K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.74K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.15K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
-$59.2K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$3.91K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Renaissance Technologies
New York
| $265K | +$13.3K | +1,360 | +5% |
|
|
SKK
2
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| $260K | -$59.2K | -6,061 | -18% |
|
|
PCM
3
Perkins Capital Management
Wayzata,
Minnesota
| $256K | – | – | – |
|
|
4
Vanguard Group
Malvern,
Pennsylvania
| $173K | +$2.74K | +280 | +2% |
|
|
5
Bank of New York Mellon
New York
| $19K | +$19.8K | +2,023 | New |
|
|
6
Wells Fargo
San Francisco,
California
| $6K | +$6.84K | +700 | New |
|
|
7
Bank of America
Charlotte,
North Carolina
| $5K | -$3.91K | -400 | -40% |
|
|
8
UBS Group
Zurich,
Switzerland
| $2K | +$1.15K | +118 | +107% |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| $1K | +$733 | +75 | New |
|
AIFC Hedge Fund Activity: Q2 2015 in Review
10 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in AI Financial Corp (AIFC) for Q2 2015, worth a combined $987K — down 12% from $1.12M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new AIFC positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $19.8K. The largest seller was Shepherd Kaplan Krochuk, cutting an estimated $59.2K.
- 10 institutional investors held AI Financial Corp (AIFC) as of Q2 2015, up from 8 in Q1 2015.
- Funds reported $987K of AI Financial Corp stock for Q2 2015, down 12% quarter-over-quarter.
- 3 funds opened new AI Financial Corp positions in Q2 2015 and 1 closed out, a net change of +2 holders.
- The largest AI Financial Corp buyer in Q2 2015 was Bank of New York Mellon, an estimated $19.8K added.
- The largest AI Financial Corp seller in Q2 2015 was Shepherd Kaplan Krochuk, an estimated $59.2K sold.
Based on aggregated 13F filings for Q2 2015.