IQ ARB Global Resources
GRES
GRES was delisted on the 12th of December, 2023.
32 hedge funds and large institutions have $329M invested in IQ ARB Global Resources in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 5 closing their positions.
82% more capital invested
Capital invested by funds: $181M → $329M (+$148M)
71% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 7
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
7% more funds holding
Funds holding: 30 → 32 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSL
Mackay Shields LLC
New York
|
+$131M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$11.2M |
| 3 |
NYLIM
New York Life Investment Management
New York
|
+$9.2M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.04M |
| 5 |
Jane Street
New York
|
+$2.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
-$4.13M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.14M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$467K |
| 4 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
-$245K |
| 5 |
PV
Private Vista
Chicago,
Illinois
|
-$200K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
26
Steward Partners Investment Advisory
New York
| $83K | +$84.9K | +3,020 | New |
|
|
OIA
27
OneDigital Investment Advisors
Overland Park,
Kansas
| $32K | -$2.81K | -100 | -8% |
|
|
AG
28
Advisor Group
Phoenix,
Arizona
| $26K | -$28.4K | -1,012 | -52% |
|
|
WWMSC
29
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $20K | +$20K | +710 | New |
|
|
APA
30
American Portfolios Advisors
Holbrook,
New York
| $4.13K | – | – | – |
|
|
RFWA
31
RPg Family Wealth Advisory
Burlington,
Massachusetts
| – | -$4.13M | -144,517 | Closed |
|
|
32
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$467K | -16,332 | Closed |
|
|
ECM
33
Evergreen Capital Management
Bellevue,
Washington
| – | -$245K | -8,559 | Closed |
|
|
PV
34
Private Vista
Chicago,
Illinois
| – | -$200K | -6,990 | Closed |
|
|
FAAS
35
First Allied Advisory Services
San Diego,
California
| – | -$4K | -139 | Closed |
|
GRES Hedge Fund Activity: Q1 2018 in Review
32 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in IQ ARB Global Resources (GRES) for Q1 2018, worth a combined $329M — up 82% from $181M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new GRES positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 7 trimmed.
The largest buyer was Mackay Shields LLC, opening a new position worth an estimated $131M. The largest seller was RPg Family Wealth Advisory, exiting entirely with an estimated $4.13M sold.
- 32 institutional investors held IQ ARB Global Resources (GRES) as of Q1 2018, up from 30 in Q4 2017.
- Funds reported $329M of IQ ARB Global Resources stock for Q1 2018, up 82% quarter-over-quarter.
- 7 funds opened new IQ ARB Global Resources positions in Q1 2018 and 5 closed out, a net change of +2 holders.
- The largest IQ ARB Global Resources buyer in Q1 2018 was Mackay Shields LLC, an estimated $131M added.
- The largest IQ ARB Global Resources seller in Q1 2018 was RPg Family Wealth Advisory, an estimated $4.13M sold.
Based on aggregated 13F filings for Q1 2018.