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New Concept Energy
GBR

8 hedge funds and large institutions have $317K invested in New Concept Energy in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

100% more funds holding

Funds holding: 4 → 8 (+4)

29% more capital invested

Capital invested by funds: $246K → $317K (+$71K)

3.53% more ownership

Funds ownership: 2.73% → 6.26% (+3.5%)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
8
Holders Change
+4
Holders Change %
+100%
% of All Funds
0.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BRWA
B. Riley Wealth Advisors
Florida
+$112K
2
Creative Planning
Creative Planning
Kansas
+$81K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$15.7K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$2.7K
5
Deutsche Bank
Deutsche Bank
Germany
+$270

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$8.74K

GBR Hedge Fund Activity: Q3 2018 in Review

8 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in New Concept Energy (GBR) for Q3 2018, worth a combined $317K — up 29% from $246K a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new GBR positions and 1 closed out — a net gain of 4 holders — while 1 added to existing stakes and 1 trimmed.

The largest buyer was B. Riley Wealth Advisors, opening a new position worth an estimated $112K. The largest seller was UBS Group, cutting an estimated $8.74K.

  • 8 institutional investors held New Concept Energy (GBR) as of Q3 2018, up from 4 in Q2 2018.
  • Funds reported $317K of New Concept Energy stock for Q3 2018, up 29% quarter-over-quarter.
  • 5 funds opened new New Concept Energy positions in Q3 2018 and 1 closed out, a net change of +4 holders.
  • The largest New Concept Energy buyer in Q3 2018 was B. Riley Wealth Advisors, an estimated $112K added.
  • The largest New Concept Energy seller in Q3 2018 was UBS Group, an estimated $8.74K sold.

Based on aggregated 13F filings for Q3 2018.