US Global Investors
GROW
26 hedge funds and large institutions have $6.69M invested in US Global Investors in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 5 closing their positions.
341% more call options, than puts
Call options by funds: $97K | Put options by funds: $22K
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
7% more capital invested
Capital invested by funds: $6.24M → $6.69M (+$449K)
0.8% more ownership
Funds ownership: 25.14% → 25.94% (+0.8%)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
4% less funds holding
Funds holding: 27 → 26 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$185K |
| 2 |
Renaissance Technologies
New York
|
+$163K |
| 3 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
+$13.3K |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$3.71K |
| 5 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$1.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$253K |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$143K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$36K |
| 4 |
FIA
FNY Investment Advisers
New York
|
-$31K |
| 5 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
-$12K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
26
FNY Investment Advisers
New York
| – | -$31K | -17,500 | Closed |
|
|
FANJ
27
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$12K | -6,710 | Closed |
|
28
Barclays
London,
United Kingdom
| – | -$1K | -299 | Closed |
|
|
TRCT
29
Tower Research Capital (TRC)
New York
| – | +$215 | +113 | New |
|
GROW Hedge Fund Activity: Q3 2019 in Review
26 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in US Global Investors (GROW) for Q3 2019, worth a combined $6.69M — up 7.2% from $6.24M a quarter earlier.
Fund positioning in GROW was balanced in Q3 2019: 5 funds opened new positions, 5 closed out, 6 added to existing stakes and 5 trimmed.
The largest buyer was Vanguard Group, adding an estimated $185K. The largest seller was Tidal Investments, cutting an estimated $253K.
- 26 institutional investors held US Global Investors (GROW) as of Q3 2019, down from 27 in Q2 2019.
- Funds reported $6.69M of US Global Investors stock for Q3 2019, up 7.2% quarter-over-quarter.
- 5 funds opened new US Global Investors positions in Q3 2019 and 5 closed out, a net change of 0 holders.
- The largest US Global Investors buyer in Q3 2019 was Vanguard Group, an estimated $185K added.
- The largest US Global Investors seller in Q3 2019 was Tidal Investments, an estimated $253K sold.
Based on aggregated 13F filings for Q3 2019.