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US Global Investors
GROW

Overview Fund Activity

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.

Holders
36
Holders Change
+10
Holders Change %
+38.46%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
2
Reduced
10
Closed
8
Calls
$452K
Puts
$1.04M
Net Calls
-$586K
Net Calls Change
-$668K

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$601K
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$220K
3
Morgan Stanley
3
Morgan Stanley
New York
$194K
4
AG
4
Advisor Group
Arizona
$186K
5
Group One Trading
5
Group One Trading
Illinois
$102K

Top Sellers

1
FIMG
1
Financial & Investment Management Group
Michigan
$2.95M
2
RA
2
Royce & Associates
New York
$4.46M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$174K
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.31M
5
VF
5
Virtu Financial
New York
$50K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$12K 3,000 -1,432 -32%
CAM
27
CenterStar Asset Management
Illinois
– – – –
FCMT
28
Founders Capital Management (Texas)
Texas
$8K 2,000 -1,000 -33%
Barclays
29
Barclays
United Kingdom
$6K 1,600 +1,600 New
GFP
30
Gryphon Financial Partners
Ohio
$6K 1,606 +1,606 New
NSIM
31
North Star Investment Management
Illinois
$4K 1,000 – –
JC
32
JBF Capital
Colorado
$4K 1,000 +1,000 New
Wells Fargo
33
Wells Fargo
California
$3K 701 – –
GWM
34
Geneos Wealth Management
Colorado
$3K 1,000 +1,000 New
IWM
35
IHT Wealth Management
Illinois
$1K 130 +130 New
Deutsche Bank
36
Deutsche Bank
Germany
$1K 300 +300 New
RE
37
RBC Europe
United Kingdom
$527 135 +135 New
Bank of New York Mellon
38
Bank of New York Mellon
New York
– – -22,955 Closed
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
– – -16,524 Closed
Creative Planning
40
Creative Planning
Kansas
– – -14,875 Closed
GC
41
Guggenheim Capital
Illinois
– – -10,768 Closed
Citadel Advisors
42
Citadel Advisors
Florida
– – -10,048 Closed
HCM
43
Highlander Capital Management
New Jersey
– – -6,145 Closed
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
– – -2,000 Closed
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
– – -14 Closed
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