FGNX

Fundamental Global
FGNX

Overview Fund Activity

20 hedge funds and large institutions have $2.31M invested in Fundamental Global in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$87.2K
2
Citadel Advisors
2
Citadel Advisors
Florida
$32.9K
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$632K
4
BlackRock
4
BlackRock
New York
$76.3K
5
TRCT
5
Tower Research Capital (TRC)
New York
$33.7K

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$508K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$154K
4
BCM
4
Bridgeway Capital Management
Texas
$39.7K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$511K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$632K 667,008 +30,329 +5%
Renaissance Technologies
2
Renaissance Technologies
New York
$511K 539,697 -8,000 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$508K 535,827 -135,554 -20%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$154K 162,553 -19,897 -11%
UBS Group
5
UBS Group
Switzerland
$87.2K 91,966 +83,891 +1,039%
BlackRock
6
BlackRock
New York
$76.3K 80,547 +9,294 +13%
CL
7
CSS LLC
Illinois
$47.7K 50,300 – –
HighTower Advisors
8
HighTower Advisors
Illinois
$47K 49,487 – –
BCM
9
Bridgeway Capital Management
Texas
$39.7K 41,900 -17,000 -29%
SRC
10
Shufro Rose & Co
New York
$37.9K 40,000 – –
Northern Trust
11
Northern Trust
Illinois
$37K 38,993 -26 -0.1%
TRCT
12
Tower Research Capital (TRC)
New York
$33.7K 6,490 +512 +9%
State Street
13
State Street
Massachusetts
$33.2K 35,071 – –
Citadel Advisors
14
Citadel Advisors
Florida
$32.9K 34,746 +34,746 New
GCM
15
Gator Capital Management
Florida
$23K 24,260 -2,000 -8%
WAM
16
Warberg Asset Management
Illinois
$12.2K 12,928 -6,167 -32%
Bank of America
17
Bank of America
North Carolina
$134 141 -86 -38%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$40 42 +5 +14%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
– – -56,984 Closed
OPTFSNA
20
Old Point Trust & Financial Services N A
Virginia
– – -500 Closed
Wells Fargo
21
Wells Fargo
California
– – -119 Closed
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$0 157 -61 -28%
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –
CAL
24
Capital Advisors Ltd
Ohio
$0 215 +215 New