US Global Investors
GROW
36 hedge funds and large institutions have $14.2M invested in US Global Investors in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 2 increasing their positions, 10 reducing their positions, and 8 closing their positions.
125% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 8
38% more funds holding
Funds holding: 26 → 36 (+10)
22% more capital invested
Capital invested by funds: $11.6M → $14.2M (+$2.59M)
13.8% less ownership
Funds ownership: 41.59% → 27.79% (-14%)
56% less call options, than puts
Call options by funds: $452K | Put options by funds: $1.04M
80% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$522K |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$191K |
| 3 |
Morgan Stanley
New York
|
+$168K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$161K |
| 5 |
Group One Trading
Chicago,
Illinois
|
+$88.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$4.97M |
| 2 |
RA
Royce & Associates
New York
|
-$1.29M |
| 3 |
Renaissance Technologies
New York
|
-$501K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$415K |
| 5 |
VF
Virtu Financial
New York
|
-$70.6K |
GROW Hedge Fund Activity: Q4 2017 in Review
36 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in US Global Investors (GROW) for Q4 2017, worth a combined $14.2M — up 22% from $11.6M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new GROW positions and 8 closed out — a net gain of 10 holders — while 2 added to existing stakes and 10 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $522K. The largest seller was Financial & Investment Management Group, cutting an estimated $4.97M.
- 36 institutional investors held US Global Investors (GROW) as of Q4 2017, up from 26 in Q3 2017.
- Funds reported $14.2M of US Global Investors stock for Q4 2017, up 22% quarter-over-quarter.
- 18 funds opened new US Global Investors positions in Q4 2017 and 8 closed out, a net change of +10 holders.
- The largest US Global Investors buyer in Q4 2017 was Cambridge Investment Research Advisors, an estimated $522K added.
- The largest US Global Investors seller in Q4 2017 was Financial & Investment Management Group, an estimated $4.97M sold.
Based on aggregated 13F filings for Q4 2017.