Eagle Capital Growth Fund
8 hedge funds and large institutions have $1.36M invested in Eagle Capital Growth Fund in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
66% more capital invested
Capital invested by funds: $817K → $1.36M (+$543K)
1.97% more ownership
Funds ownership: 3.4% → 5.37% (+2%)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$533K |
| 2 |
S
SignatureFD
Atlanta,
Georgia
|
+$3.98K |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$1.31K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$29K |
| 2 |
DAM
Delta Asset Management
Memphis,
Tennessee
|
-$12.7K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$4.96K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
1
Ancora Advisors
Cleveland,
Ohio
| $1.23M | +$533K | +66,870 | +79% |
|
|
HCMT
2
Highland Capital Management (Texas)
Dallas,
Texas
| $101K | – | – | – |
|
|
WAM
3
Wolverine Asset Management
Chicago,
Illinois
| $16K | -$4.96K | -622 | -24% |
|
4
Ameriprise
Minneapolis,
Minnesota
| $8K | – | – | – |
|
|
S
5
SignatureFD
Atlanta,
Georgia
| $4K | +$3.98K | +500 | New |
|
|
DAM
6
Delta Asset Management
Memphis,
Tennessee
| $3K | -$12.7K | -1,599 | -79% |
|
|
U
7
UBS
Zurich,
Switzerland
| $1K | +$1.31K | +164 | New |
|
|
TJHA
8
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$29K | -3,770 | Closed |
|
GRF Hedge Fund Activity: Q3 2013 in Review
8 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Eagle Capital Growth Fund (GRF) for Q3 2013, worth a combined $1.36M — up 66% from $817K a quarter earlier.
Fund positioning in GRF was balanced in Q3 2013: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 2 trimmed.
The largest buyer was Ancora Advisors, adding an estimated $533K. The largest seller was Thomas J. Herzfeld Advisors, exiting entirely with an estimated $29K sold.
- 8 institutional investors held Eagle Capital Growth Fund (GRF) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $1.36M of Eagle Capital Growth Fund stock for Q3 2013, up 66% quarter-over-quarter.
- 2 funds opened new Eagle Capital Growth Fund positions in Q3 2013 and 2 closed out, a net change of 0 holders.
- The largest Eagle Capital Growth Fund buyer in Q3 2013 was Ancora Advisors, an estimated $533K added.
- The largest Eagle Capital Growth Fund seller in Q3 2013 was Thomas J. Herzfeld Advisors, an estimated $29K sold.
Based on aggregated 13F filings for Q3 2013.