New Concept Energy
9 hedge funds and large institutions have $140K invested in New Concept Energy in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
13% more funds holding
Funds holding: 8 → 9 (+1)
4.31% less ownership
Funds ownership: 6.26% → 1.95% (-4.3%)
56% less capital invested
Capital invested by funds: $317K → $140K (-$177K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$39.1K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$29K |
| 3 |
Barclays
London,
United Kingdom
|
+$10.3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.77K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$6 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$99K |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$71K |
GBR Hedge Fund Activity: Q4 2018 in Review
9 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in New Concept Energy (GBR) for Q4 2018, worth a combined $140K — down 56% from $317K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new GBR positions and 3 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $39.1K. The largest seller was B. Riley Wealth Advisors, exiting entirely with an estimated $99K sold.
- 9 institutional investors held New Concept Energy (GBR) as of Q4 2018, up from 8 in Q3 2018.
- Funds reported $140K of New Concept Energy stock for Q4 2018, down 56% quarter-over-quarter.
- 4 funds opened new New Concept Energy positions in Q4 2018 and 3 closed out, a net change of +1 holder.
- The largest New Concept Energy buyer in Q4 2018 was Bank of New York Mellon, an estimated $39.1K added.
- The largest New Concept Energy seller in Q4 2018 was B. Riley Wealth Advisors, an estimated $99K sold.
Based on aggregated 13F filings for Q4 2018.