US Global Investors
GROW
29 hedge funds and large institutions have $3.55M invested in US Global Investors in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
0% more funds holding
Funds holding: 29 → 29 (0)
2.94% less ownership
Funds ownership: 27.86% → 24.92% (-2.9%)
11% less capital invested
Capital invested by funds: $4.01M → $3.55M (-$455K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
+$81.5K |
| 2 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$48.1K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$29.7K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$17.5K |
| 5 |
VF
Virtu Financial
New York
|
+$3.68K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$17K |
| 2 |
Group One Trading
Chicago,
Illinois
|
-$8.64K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.74K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$3.37K |
| 5 |
Simplex Trading
Chicago,
Illinois
|
-$3.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
26
Advisory Services Network
Atlanta,
Georgia
| $1K | +$615 | +500 | New |
|
|
RE
27
RBC Europe
London,
United Kingdom
| $294 | – | – | – |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| – | -$17K | -15,000 | Closed |
|
|
29
Simplex Trading
Chicago,
Illinois
| – | -$3.3K | -2,681 | -96% |
|
GROW Hedge Fund Activity: Q1 2019 in Review
29 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in US Global Investors (GROW) for Q1 2019, worth a combined $3.55M — down 11% from $4.01M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new GROW positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 5 trimmed.
The largest buyer was Perritt Capital Management, adding an estimated $81.5K. The largest seller was IFP Advisors, exiting entirely with an estimated $17K sold.
- 29 institutional investors held US Global Investors (GROW) as of Q1 2019, unchanged from Q4 2018.
- Funds reported $3.55M of US Global Investors stock for Q1 2019, down 11% quarter-over-quarter.
- 2 funds opened new US Global Investors positions in Q1 2019 and 1 closed out, a net change of +1 holder.
- The largest US Global Investors buyer in Q1 2019 was Perritt Capital Management, an estimated $81.5K added.
- The largest US Global Investors seller in Q1 2019 was IFP Advisors, an estimated $17K sold.
Based on aggregated 13F filings for Q1 2019.