FGNX

Fundamental Global
FGNX

Overview Fund Activity

22 hedge funds and large institutions have $3.49M invested in Fundamental Global in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and closing their positions.

Holders
22
Holders Change
+8
Holders Change %
+57.14%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
12
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$927K
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$879K
3
Renaissance Technologies
3
Renaissance Technologies
New York
$756K
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$252K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$78.6K

Top Sellers

1
CL
1
CSS LLC
Illinois
$69.4K
2
WAM
2
Warberg Asset Management
Illinois
$26.4K
Name Market Value Shares Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$927K 671,381 +671,381 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$879K 636,679 +553,809 +668%
Renaissance Technologies
3
Renaissance Technologies
New York
$756K 547,697 +504,330 +1,163%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$252K 182,450 +150,438 +470%
BlackRock
5
BlackRock
New York
$98.3K 71,253 +30,542 +75%
BCM
6
Bridgeway Capital Management
Texas
$81.3K 58,900 +28,900 +96%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$78.6K 56,984 +56,984 New
CL
8
CSS LLC
Illinois
$69.4K 50,300 -12,844 -20%
HighTower Advisors
9
HighTower Advisors
Illinois
$68K 49,487 +49,487 New
SRC
10
Shufro Rose & Co
New York
$55.2K 40,000 +40,000 New
Northern Trust
11
Northern Trust
Illinois
$53.8K 39,019 +39,019 New
State Street
12
State Street
Massachusetts
$48.4K 35,071 +23,559 +205%
GCM
13
Gator Capital Management
Florida
$36.2K 26,260 +26,260 New
TRCT
14
Tower Research Capital (TRC)
New York
$31K 5,978 +652 +12%
WAM
15
Warberg Asset Management
Illinois
$26.4K 19,095 -1,790 -9%
CAMG
16
CWA Asset Management Group
Florida
$14.5K 10,500 +10,500 New
UBS Group
17
UBS Group
Switzerland
$11.1K 8,075 +7,965 +7,241%
OPTFSNA
18
Old Point Trust & Financial Services N A
Virginia
$690 500 +500 New
Bank of America
19
Bank of America
North Carolina
$313 227 +217 New
Wells Fargo
20
Wells Fargo
California
$164 119 +91 +325%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$51 37 +33 New
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$0 218 +157 +257%