Eagle Capital Growth Fund
11 hedge funds and large institutions have $982K invested in Eagle Capital Growth Fund in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
10% more funds holding
Funds holding: 10 → 11 (+1)
1.12% less ownership
Funds ownership: 3.66% → 2.54% (-1.1%)
32% less capital invested
Capital invested by funds: $1.44M → $982K (-$455K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$118K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$96.5K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$13K |
| 4 |
Mariner
Overland Park,
Kansas
|
+$11.3K |
| 5 |
SIC
Sigma Investment Counselors
Northville,
Michigan
|
+$8.13K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Matisse Capital
Portland,
Oregon
|
-$591K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$56.4K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$41.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $301K | +$96.5K | +9,673 | +46% |
|
|
2
Mariner
Overland Park,
Kansas
| $182K | +$11.3K | +1,138 | +7% |
|
|
SIC
3
Sigma Investment Counselors
Northville,
Michigan
| $162K | +$8.13K | +815 | +5% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $136K | -$56.4K | -5,656 | -29% |
|
|
5
UBS Group
Zurich,
Switzerland
| $133K | +$118K | +11,853 | +669% |
|
6
Morgan Stanley
New York
| $34.2K | +$1.01K | +101 | +3% |
|
|
7
Wells Fargo
San Francisco,
California
| $12.7K | +$13K | +1,301 | New |
|
|
DPW
8
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| $11.9K | – | – | – |
|
|
AA
9
Ancora Advisors
Cleveland,
Ohio
| $6.34K | +$20 | +2 | +0.3% |
|
|
WAM
10
Wolverine Asset Management
Chicago,
Illinois
| $3.53K | -$41.5K | -4,162 | -92% |
|
|
SPIA
11
Steward Partners Investment Advisory
New York
| $809 | +$828 | +83 | New |
|
|
MC
12
Matisse Capital
Portland,
Oregon
| – | -$591K | -59,769 | Closed |
|
GRF Hedge Fund Activity: Q4 2024 in Review
11 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Eagle Capital Growth Fund (GRF) for Q4 2024, worth a combined $982K — down 32% from $1.44M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new GRF positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 2 trimmed.
The largest buyer was UBS Group, adding an estimated $118K. The largest seller was Matisse Capital, exiting entirely with an estimated $591K sold.
- 11 institutional investors held Eagle Capital Growth Fund (GRF) as of Q4 2024, up from 10 in Q3 2024.
- Funds reported $982K of Eagle Capital Growth Fund stock for Q4 2024, down 32% quarter-over-quarter.
- 2 funds opened new Eagle Capital Growth Fund positions in Q4 2024 and 1 closed out, a net change of +1 holder.
- The largest Eagle Capital Growth Fund buyer in Q4 2024 was UBS Group, an estimated $118K added.
- The largest Eagle Capital Growth Fund seller in Q4 2024 was Matisse Capital, an estimated $591K sold.
Based on aggregated 13F filings for Q4 2024.