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US Global Investors
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Overview Fund Activity

43 hedge funds and large institutions have $16.8M invested in US Global Investors in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 12 closing their positions.

Holders
43
Holders Change
-7
Holders Change %
-14%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
15
Closed
12
Calls
$461K
Puts
$549K
Net Calls
-$88K
Net Calls Change
+$321K

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$786K
2
Ameriprise
2
Ameriprise
Minnesota
$167K
3
QC
3
Quadrature Capital
United Kingdom
$104K
4
AWP
4
Accretive Wealth Partners
New Jersey
$51K
5
CCM
5
Corsair Capital Management
New York
$44K

Top Sellers

1
CHAM
1
Clear Harbor Asset Management
Connecticut
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$601K
3
LWAC
3
Laurel Wealth Advisors (California)
California
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$166K
5
Simplex Trading
5
Simplex Trading
Illinois
$44K
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$50K 11,278 -8,922 -44%
NSIM
27
North Star Investment Management
Illinois
$48K 11,000 +5,000 +83%
Stifel Financial
28
Stifel Financial
Missouri
$45K 10,182 – –
Simplex Trading
29
Simplex Trading
Illinois
$44K 10,062 -22,782 -69%
CCM
30
Corsair Capital Management
New York
$44K 10,000 +10,000 New
Group One Trading
31
Group One Trading
Illinois
$43K 9,883 +2,188 +28%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$29K 6,500 -2,900 -31%
Osaic Holdings
33
Osaic Holdings
Arizona
$15K 3,444 -995 -22%
FCMT
34
Founders Capital Management (Texas)
Texas
$9K 2,000 – –
Bank of America
35
Bank of America
North Carolina
$7K 1,532 -92 -6%
TWM
36
Tradition Wealth Management
Minnesota
$5K 1,200 – –
TRCT
37
Tower Research Capital (TRC)
New York
$5K 1,190 +1,190 New
GWM
38
Geneos Wealth Management
Colorado
$4K 1,000 – –
Fidelity Investments
39
Fidelity Investments
Massachusetts
$2K 450 – –
IA
40
IFP Advisors
Florida
$1K 160 – –
WIM
41
Westside Investment Management
California
$5 1,200 – –
CHAM
42
Clear Harbor Asset Management
Connecticut
– – -240,008 Closed
LWAC
43
Laurel Wealth Advisors (California)
California
– – -42,047 Closed
AC
44
Aristides Capital
Kentucky
– – -15,000 Closed
Wolverine Trading
45
Wolverine Trading
Illinois
– – -12,880 Closed
WG
46
Winton Group
United Kingdom
– – -12,516 Closed
HCM
47
Hodges Capital Management
Texas
– – -10,700 Closed
OSAM
48
O'Shaughnessy Asset Management
Connecticut
– – -10,244 Closed
HIM
49
Hillsdale Investment Management
Ontario, Canada
– – -6,000 Closed
Wells Fargo
50
Wells Fargo
California
$0 80 -2,914 -97%
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