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Creative Realities
CREX

21 hedge funds and large institutions have $4.21M invested in Creative Realities in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

52% more capital invested

Capital invested by funds: $2.77M → $4.21M (+$1.44M)

17% more funds holding

Funds holding: 18 → 21 (+3)

0.6% less ownership

Funds ownership: 11.29% → 10.68% (-0.6%)

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$142K
2
SIG
Sargent Investment Group
Maryland
+$44.4K
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$36.6K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$35K
5
Renaissance Technologies
Renaissance Technologies
New York
+$20.9K

Top Sellers

Rank Fund Capital Flow
1
PCM
Perkins Capital Management
Minnesota
-$236K
2
Morgan Stanley
Morgan Stanley
New York
-$115K
3
Citadel Advisors
Citadel Advisors
Florida
-$28.3K
4
TRCT
Tower Research Capital (TRC)
New York
-$5.74K
5
Bank of America
Bank of America
North Carolina
-$12
Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1
Sargent Investment Group
Maryland
$1.07M +$44.4K +13,200 +5%
Cerity Partners
2
Cerity Partners
New York
$1M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$729K +$142K +42,376 +28%
Renaissance Technologies
4
Renaissance Technologies
New York
$409K +$20.9K +6,233 +6%
PFS
5
Prospera Financial Services
Texas
$335K – – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$234K +$9.92K +2,952 +5%
PCM
7
Perritt Capital Management
Illinois
$189K – – –
Morgan Stanley
8
Morgan Stanley
New York
$129K -$115K -34,288 -50%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$41.1K +$36.6K +10,900 New
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$39.2K +$35K +10,410 New
Osaic Holdings
11
Osaic Holdings
Arizona
$8.2K – – –
TRCT
12
Tower Research Capital (TRC)
New York
$6.18K -$5.74K -1,708 -51%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$6.12K +$5.46K +1,624 New
UBS Group
14
UBS Group
Switzerland
$3.02K +$2.36K +702 +702%
ITIM
15
Indiana Trust & Investment Management
Indiana
$2.15K +$1.92K +570 New
OPTFSNA
16
Old Point Trust & Financial Services N A
Virginia
$1.25K +$1.12K +333 New
TC
17
Truvestments Capital
Florida
$1.13K +$1.01K +300 New
Wells Fargo
18
Wells Fargo
California
$241 +$3 +1 +2%
JP Morgan Chase
19
JP Morgan Chase
New York
$60 +$17 +5 +45%
US Bancorp
20
US Bancorp
Minnesota
$8 – – –
PCM
21
Perkins Capital Management
Minnesota
– -$236K -100,050 Closed
Citadel Advisors
22
Citadel Advisors
Florida
– -$28.3K -11,980 Closed
Bank of America
23
Bank of America
North Carolina
– -$12 -5 Closed

CREX Hedge Fund Activity: Q1 2024 in Review

21 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Creative Realities (CREX) for Q1 2024, worth a combined $4.21M — up 52% from $2.77M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new CREX positions and 3 closed out — a net gain of 3 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was Vanguard Group, adding an estimated $142K. The largest seller was Perkins Capital Management, exiting entirely with an estimated $236K sold.

  • 21 institutional investors held Creative Realities (CREX) as of Q1 2024, up from 18 in Q4 2023.
  • Funds reported $4.21M of Creative Realities stock for Q1 2024, up 52% quarter-over-quarter.
  • 6 funds opened new Creative Realities positions in Q1 2024 and 3 closed out, a net change of +3 holders.
  • The largest Creative Realities buyer in Q1 2024 was Vanguard Group, an estimated $142K added.
  • The largest Creative Realities seller in Q1 2024 was Perkins Capital Management, an estimated $236K sold.

Based on aggregated 13F filings for Q1 2024.