Eagle Capital Growth Fund
6 hedge funds and large institutions have $351K invested in Eagle Capital Growth Fund in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
10% more capital invested
Capital invested by funds: $320K → $351K (+$31.4K)
0.14% more ownership
Funds ownership: 0.93% → 1.07% (+0.14%)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
14% less funds holding
Funds holding: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Matisse Capital
Portland,
Oregon
|
+$127K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$22.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
FNY Investment Advisers
New York
|
-$57K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$36.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
1
Ancora Advisors
Cleveland,
Ohio
| $131K | – | – | – |
|
|
MC
2
Matisse Capital
Portland,
Oregon
| $122K | +$127K | +14,895 | New |
|
3
Osaic Holdings
Scottsdale,
Arizona
| $37.1K | – | – | – |
|
|
WAM
4
Wolverine Asset Management
Chicago,
Illinois
| $28.2K | +$22.4K | +2,631 | +328% |
|
5
Morgan Stanley
New York
| $27.5K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $4.95K | -$36.8K | -4,317 | -88% |
|
7
Wells Fargo
San Francisco,
California
| $3 | – | – | – |
|
|
FIA
8
FNY Investment Advisers
New York
| – | -$57K | -6,720 | Closed |
|
GRF Hedge Fund Activity: Q1 2023 in Review
6 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Eagle Capital Growth Fund (GRF) for Q1 2023, worth a combined $351K — up 9.8% from $320K a quarter earlier.
Fund positioning in GRF was balanced in Q1 2023: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 1 trimmed.
The largest buyer was Matisse Capital, opening a new position worth an estimated $127K. The largest seller was FNY Investment Advisers, exiting entirely with an estimated $57K sold.
- 6 institutional investors held Eagle Capital Growth Fund (GRF) as of Q1 2023, down from 7 in Q4 2022.
- Funds reported $351K of Eagle Capital Growth Fund stock for Q1 2023, up 9.8% quarter-over-quarter.
- 1 fund opened new Eagle Capital Growth Fund positions in Q1 2023 and 1 closed out, a net change of 0 holders.
- The largest Eagle Capital Growth Fund buyer in Q1 2023 was Matisse Capital, an estimated $127K added.
- The largest Eagle Capital Growth Fund seller in Q1 2023 was FNY Investment Advisers, an estimated $57K sold.
Based on aggregated 13F filings for Q1 2023.