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US Global Investors

44 hedge funds and large institutions have $18.1M invested in US Global Investors in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

610% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $202K

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 4344 (+1)

1.97% more ownership

Funds ownership: 29.89%31.86% (+2%)

10% less capital invested

Capital invested by funds: $20.1M → $18.1M (-$2.01M)

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
13
Closed
4
Calls
$1.43M
Puts
$202K
Net Calls
+$1.23M
Net Calls Change
+$116K
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
26
Kestra Private Wealth Services
Texas
$92K
Barclays
27
Barclays
United Kingdom
$84K
KAS
28
Kestra Advisory Services
Texas
$79K +$86.6K +17,822 New
NSIM
29
North Star Investment Management
Illinois
$48K
AA
30
Ancora Advisors
Ohio
$18K
Simplex Trading
31
Simplex Trading
Illinois
$15K -$70.8K -14,558 -81%
Osaic Holdings
32
Osaic Holdings
Arizona
$14K -$457 -94 -3%
FCMT
33
Founders Capital Management (Texas)
Texas
$13K +$4.86K +1,000 +50%
UBS Group
34
UBS Group
Switzerland
$9K -$5.34K -1,098 -35%
Bank of America
35
Bank of America
North Carolina
$7K
TWM
36
Tradition Wealth Management
Minnesota
$5K
GWM
37
Geneos Wealth Management
Colorado
$4K
TRCT
38
Tower Research Capital (TRC)
New York
$2K -$8.8K -1,810 -79%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$2K
Wells Fargo
40
Wells Fargo
California
$2K +$2.46K +507 +634%
IA
41
IFP Advisors
Florida
$1K
GI
42
Gradient Investments
Minnesota
$1K +$851 +175 New
WIM
43
Westside Investment Management
California
$5
Millennium Management
44
Millennium Management
New York
-$166K -32,017 Closed
Marshall Wace
45
Marshall Wace
United Kingdom
-$123K -23,736 Closed
LPL Financial
46
LPL Financial
California
-$57K -10,970 Closed
BFEC
47
Benjamin F. Edwards & Company
Missouri
-$26K -5,000 Closed
Morgan Stanley
48
Morgan Stanley
New York
-$7.93K -1,631 -100%

GROW Hedge Fund Activity: Q2 2022 in Review

44 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in US Global Investors (GROW) for Q2 2022, worth a combined $18.1M — down 10% from $20.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new GROW positions and 4 closed out — a net gain of 1 holder — while 9 added to existing stakes and 13 trimmed.

The largest buyer was Kanen Wealth Management, opening a new position worth an estimated $2.22M. The largest seller was Susquehanna International Group, cutting an estimated $707K.

  • 44 institutional investors held US Global Investors (GROW) as of Q2 2022, up from 43 in Q1 2022.
  • Funds reported $18.1M of US Global Investors stock for Q2 2022, down 10% quarter-over-quarter.
  • 5 funds opened new US Global Investors positions in Q2 2022 and 4 closed out, a net change of +1 holder.
  • The largest US Global Investors buyer in Q2 2022 was Kanen Wealth Management, an estimated $2.22M added.
  • The largest US Global Investors seller in Q2 2022 was Susquehanna International Group, an estimated $707K sold.

Based on aggregated 13F filings for Q2 2022.