US Global Investors
GROW
28 hedge funds and large institutions have $9M invested in US Global Investors in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 0 closing their positions.
4% more funds holding
Funds holding: 27 → 28 (+1)
0.82% more ownership
Funds ownership: 44.18% → 45% (+0.82%)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
1% less capital invested
Capital invested by funds: $9.05M → $9M (-$52K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
+$213K |
| 2 |
Renaissance Technologies
New York
|
+$13.9K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$8.08K |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$1.17K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$884 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$33.4K |
| 2 |
BlackRock
New York
|
-$32K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$22.4K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.52K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$818 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $2K | +$1 | +1 | +0.1% |
|
|
CPA
27
Clear Perspective Advisors
Aurora,
Illinois
| $1K | +$861 | +600 | New |
|
GROW Hedge Fund Activity: Q2 2017 in Review
28 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in US Global Investors (GROW) for Q2 2017, worth a combined $9M — down 0.57% from $9.05M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new GROW positions and 0 closed out — a net gain of 1 holder — while 7 added to existing stakes and 7 trimmed.
The largest buyer was Koshinski Asset Management, adding an estimated $213K. The largest seller was Financial & Investment Management Group, cutting an estimated $33.4K.
- 28 institutional investors held US Global Investors (GROW) as of Q2 2017, up from 27 in Q1 2017.
- Funds reported $9M of US Global Investors stock for Q2 2017, down 0.57% quarter-over-quarter.
- 1 fund opened new US Global Investors positions in Q2 2017 and 0 closed out, a net change of +1 holder.
- The largest US Global Investors buyer in Q2 2017 was Koshinski Asset Management, an estimated $213K added.
- The largest US Global Investors seller in Q2 2017 was Financial & Investment Management Group, an estimated $33.4K sold.
Based on aggregated 13F filings for Q2 2017.