US Global Investors
GROW
27 hedge funds and large institutions have $9.05M invested in US Global Investors in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 5 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 2
14% more capital invested
Capital invested by funds: $7.94M → $9.05M (+$1.11M)
0.21% less ownership
Funds ownership: 44.39% → 44.18% (-0.21%)
13% less funds holding
Funds holding: 31 → 27 (-4)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$624K |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
+$54.9K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$24.9K |
| 4 |
Renaissance Technologies
New York
|
+$23.5K |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$6.81K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$91K |
| 2 |
RA
Raffles Associates
New York
|
-$34K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$23K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$22K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JC
26
JBF Capital
Aspen,
Colorado
| $2K | +$1.67K | +1,000 | New |
|
|
RA
27
Raffles Associates
New York
| – | -$34K | -25,001 | Closed |
|
|
VKH
28
Virtu KCG Holdings
New York
| – | -$23K | -16,875 | Closed |
|
|
29
Citadel Advisors
Miami,
Florida
| – | -$22K | -15,831 | Closed |
|
GROW Hedge Fund Activity: Q1 2017 in Review
27 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in US Global Investors (GROW) for Q1 2017, worth a combined $9.05M — up 14% from $7.94M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of GROW and 4 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 7 added.
The largest buyer was BlackRock, opening a new position worth an estimated $624K. The largest seller was Financial & Investment Management Group, cutting an estimated $91K.
- 27 institutional investors held US Global Investors (GROW) as of Q1 2017, down from 31 in Q4 2016.
- Funds reported $9.05M of US Global Investors stock for Q1 2017, up 14% quarter-over-quarter.
- 4 funds opened new US Global Investors positions in Q1 2017 and 5 closed out, a net change of -1 holder.
- The largest US Global Investors buyer in Q1 2017 was BlackRock, an estimated $624K added.
- The largest US Global Investors seller in Q1 2017 was Financial & Investment Management Group, an estimated $91K sold.
Based on aggregated 13F filings for Q1 2017.