US Global Investors
GROW
27 hedge funds and large institutions have $3.54M invested in US Global Investors in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 4
8% more funds holding
Funds holding: 25 → 27 (+2)
0.3% less ownership
Funds ownership: 28.56% → 28.25% (-0.3%)
33% less capital invested
Capital invested by funds: $5.31M → $3.54M (-$1.77M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$24.4K |
| 2 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
+$18.3K |
| 3 |
Renaissance Technologies
New York
|
+$17.7K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$7.38K |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$4.61K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICM
Invenomic Capital Management
Boston,
Massachusetts
|
-$124K |
| 2 |
GPFA
Game Plan Financial Advisors
Westlake,
Ohio
|
-$2.44K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.54K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$765 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fidelity Investments
Boston,
Massachusetts
| – | +$4 | +3 | +300% |
|
27
Simplex Trading
Chicago,
Illinois
| – | +$1.04K | +849 | New |
|
GROW Hedge Fund Activity: Q1 2020 in Review
27 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in US Global Investors (GROW) for Q1 2020, worth a combined $3.54M — down 33% from $5.31M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new GROW positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 4 trimmed.
The largest buyer was Tidal Investments, adding an estimated $24.4K. The largest seller was Invenomic Capital Management, cutting an estimated $124K.
- 27 institutional investors held US Global Investors (GROW) as of Q1 2020, up from 25 in Q4 2019.
- Funds reported $3.54M of US Global Investors stock for Q1 2020, down 33% quarter-over-quarter.
- 5 funds opened new US Global Investors positions in Q1 2020 and 2 closed out, a net change of +3 holders.
- The largest US Global Investors buyer in Q1 2020 was Tidal Investments, an estimated $24.4K added.
- The largest US Global Investors seller in Q1 2020 was Invenomic Capital Management, an estimated $124K sold.
Based on aggregated 13F filings for Q1 2020.