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US Global Investors

43 hedge funds and large institutions have $20.1M invested in US Global Investors in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $2.15M | Put options by funds: $1.03M

20% more capital invested

Capital invested by funds: $16.8M → $20.1M (+$3.34M)

0.44% more ownership

Funds ownership: 29.45%29.89% (+0.44%)

0% more funds holding

Funds holding: 4343 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
12
Closed
6
Calls
$2.15M
Puts
$1.03M
Net Calls
+$1.12M
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
26
Barclays
United Kingdom
$99K +$99.8K +19,083 New
Simplex Trading
27
Simplex Trading
Illinois
$93K +$41.6K +7,954 +79%
LPL Financial
28
LPL Financial
California
$57K -$1.61K -308 -3%
NSIM
29
North Star Investment Management
Illinois
$57K
BFEC
30
Benjamin F. Edwards & Company
Missouri
$26K -$7.84K -1,500 -23%
AA
31
Ancora Advisors
Ohio
$21K +$20.9K +4,000 New
Osaic Holdings
32
Osaic Holdings
Arizona
$18K +$31 +6 +0.2%
UBS Group
33
UBS Group
Switzerland
$17K +$16.6K +3,175 New
TRCT
34
Tower Research Capital (TRC)
New York
$12K +$5.83K +1,114 +94%
FCMT
35
Founders Capital Management (Texas)
Texas
$9K
Bank of America
36
Bank of America
North Carolina
$8K -$125 -24 -2%
Morgan Stanley
37
Morgan Stanley
New York
$8K +$8.53K +1,631 +163,100%
TWM
38
Tradition Wealth Management
Minnesota
$6K
GWM
39
Geneos Wealth Management
Colorado
$5K
Fidelity Investments
40
Fidelity Investments
Massachusetts
$2K
IA
41
IFP Advisors
Florida
$1K
WIM
42
Westside Investment Management
California
$6
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
-$136K -29,655 Closed
QC
44
Quadrature Capital
United Kingdom
-$104K -23,489 Closed
Arrowstreet Capital
45
Arrowstreet Capital
Massachusetts
-$65K -14,734 Closed
AWP
46
Accretive Wealth Partners
New Jersey
-$51K -11,500 Closed
Stifel Financial
47
Stifel Financial
Missouri
-$45K -10,182 Closed
CCM
48
Corsair Capital Management
New York
-$44K -10,000 Closed

GROW Hedge Fund Activity: Q1 2022 in Review

43 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in US Global Investors (GROW) for Q1 2022, worth a combined $20.1M — up 20% from $16.8M a quarter earlier.

Fund positioning in GROW was balanced in Q1 2022: 6 funds opened new positions, 6 closed out, 10 added to existing stakes and 12 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $525K. The largest seller was Renaissance Technologies, cutting an estimated $507K.

  • 43 institutional investors held US Global Investors (GROW) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $20.1M of US Global Investors stock for Q1 2022, up 20% quarter-over-quarter.
  • 6 funds opened new US Global Investors positions in Q1 2022 and 6 closed out, a net change of 0 holders.
  • The largest US Global Investors buyer in Q1 2022 was Susquehanna International Group, an estimated $525K added.
  • The largest US Global Investors seller in Q1 2022 was Renaissance Technologies, an estimated $507K sold.

Based on aggregated 13F filings for Q1 2022.