Eagle Capital Growth Fund
10 hedge funds and large institutions have $942K invested in Eagle Capital Growth Fund in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.
0% more capital invested
Capital invested by funds: $939K → $942K (+$2.42K)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
0.19% less ownership
Funds ownership: 2.72% → 2.53% (-0.19%)
9% less funds holding
Funds holding: 11 → 10 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kanawha Capital Management
Richmond,
Virginia
|
+$100K |
| 2 |
Morgan Stanley
New York
|
+$29.7K |
| 3 |
Mariner
Overland Park,
Kansas
|
+$5.11K |
| 4 |
SIC
Sigma Investment Counselors
Northville,
Michigan
|
+$3.65K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.06K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$132K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$37.4K |
| 3 |
MC
Matisse Capital
Portland,
Oregon
|
-$17.8K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$15.5K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$854 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MC
1
Matisse Capital
Portland,
Oregon
| $244K | -$17.8K | -2,072 | -7% |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $174K | +$1.06K | +124 | +0.7% |
|
|
3
Mariner
Overland Park,
Kansas
| $160K | +$5.11K | +595 | +4% |
|
|
SIC
4
Sigma Investment Counselors
Northville,
Michigan
| $131K | +$3.65K | +425 | +3% |
|
|
KCM
5
Kanawha Capital Management
Richmond,
Virginia
| $107K | +$100K | +11,650 | New |
|
|
6
Morgan Stanley
New York
| $62.3K | +$29.7K | +3,465 | +104% |
|
|
7
Osaic Holdings
Scottsdale,
Arizona
| $57.8K | -$15.5K | -1,807 | -22% |
|
|
AA
8
Ancora Advisors
Cleveland,
Ohio
| $5.93K | -$132K | -15,341 | -96% |
|
9
UBS Group
Zurich,
Switzerland
| $540 | -$438 | -51 | -46% |
|
10
Wells Fargo
San Francisco,
California
| $8 | – | – | – |
|
|
WAM
11
Wolverine Asset Management
Chicago,
Illinois
| – | -$37.4K | -4,340 | Closed |
|
|
TRCT
12
Tower Research Capital (TRC)
New York
| – | -$854 | -99 | Closed |
|
GRF Hedge Fund Activity: Q4 2023 in Review
10 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Eagle Capital Growth Fund (GRF) for Q4 2023, worth a combined $942K — up 0.26% from $939K a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of GRF and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 4 added.
The largest buyer was Kanawha Capital Management, opening a new position worth an estimated $100K. The largest seller was Ancora Advisors, cutting an estimated $132K.
- 10 institutional investors held Eagle Capital Growth Fund (GRF) as of Q4 2023, down from 11 in Q3 2023.
- Funds reported $942K of Eagle Capital Growth Fund stock for Q4 2023, up 0.26% quarter-over-quarter.
- 1 fund opened new Eagle Capital Growth Fund positions in Q4 2023 and 2 closed out, a net change of -1 holder.
- The largest Eagle Capital Growth Fund buyer in Q4 2023 was Kanawha Capital Management, an estimated $100K added.
- The largest Eagle Capital Growth Fund seller in Q4 2023 was Ancora Advisors, an estimated $132K sold.
Based on aggregated 13F filings for Q4 2023.