Eagle Capital Growth Fund
7 hedge funds and large institutions have $320K invested in Eagle Capital Growth Fund in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
40% more funds holding
Funds holding: 5 → 7 (+2)
0.05% less ownership
Funds ownership: 0.98% → 0.93% (-0.05%)
10% less capital invested
Capital invested by funds: $354K → $320K (-$34.1K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
FNY Investment Advisers
New York
|
+$62.1K |
| 2 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$9.85K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$7.42K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$86.6K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$11.2K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$9 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
1
Ancora Advisors
Cleveland,
Ohio
| $137K | – | – | – |
|
|
FIA
2
FNY Investment Advisers
New York
| $57K | +$62.1K | +6,720 | New |
|
|
3
UBS Group
Zurich,
Switzerland
| $42.2K | -$11.2K | -1,211 | -20% |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $39K | – | – | – |
|
|
5
Morgan Stanley
New York
| $28.7K | -$86.6K | -9,361 | -74% |
|
|
CA
6
CoreCap Advisors
Southfield,
Michigan
| $9.13K | +$9.85K | +1,065 | New |
|
|
WAM
7
Wolverine Asset Management
Chicago,
Illinois
| $6.88K | +$7.42K | +803 | New |
|
|
8
Wells Fargo
San Francisco,
California
| – | -$9 | -1 | Closed |
|
GRF Hedge Fund Activity: Q4 2022 in Review
7 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Eagle Capital Growth Fund (GRF) for Q4 2022, worth a combined $320K — down 9.6% from $354K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new GRF positions and 1 closed out — a net gain of 2 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was FNY Investment Advisers, opening a new position worth an estimated $62.1K. The largest seller was Morgan Stanley, cutting an estimated $86.6K.
- 7 institutional investors held Eagle Capital Growth Fund (GRF) as of Q4 2022, up from 5 in Q3 2022.
- Funds reported $320K of Eagle Capital Growth Fund stock for Q4 2022, down 9.6% quarter-over-quarter.
- 3 funds opened new Eagle Capital Growth Fund positions in Q4 2022 and 1 closed out, a net change of +2 holders.
- The largest Eagle Capital Growth Fund buyer in Q4 2022 was FNY Investment Advisers, an estimated $62.1K added.
- The largest Eagle Capital Growth Fund seller in Q4 2022 was Morgan Stanley, an estimated $86.6K sold.
Based on aggregated 13F filings for Q4 2022.