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US Global Investors
GROW

37 hedge funds and large institutions have $11.3M invested in US Global Investors in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

44% more call options, than puts

Call options by funds: $52K | Put options by funds: $36K

0.62% less ownership

Funds ownership: 31.68% → 31.06% (-0.62%)

3% less capital invested

Capital invested by funds: $11.7M → $11.3M (-$393K)

8% less funds holding

Funds holding: 40 → 37 (-3)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
37
Holders Change
-3
Holders Change %
-7.5%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
14
Reduced
6
Closed
4
Calls
$52K
Puts
$36K
Net Calls
+$16K
Net Calls Change
-$273K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$85.1K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$37.8K
3
Morgan Stanley
Morgan Stanley
New York
+$35.9K
4
Citadel Advisors
Citadel Advisors
Florida
+$17.3K
5
Simplex Trading
Simplex Trading
Illinois
+$6.83K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$140K
2
HA
Heartland Advisors
Wisconsin
-$100K
3
HCP
Hexagon Capital Partners
Arkansas
-$93K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$38.5K
5
Jane Street
Jane Street
New York
-$37K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
Ancora Advisors
Ohio
$12K – – –
Osaic Holdings
27
Osaic Holdings
Arizona
$9K +$31 +11 +0.3%
Simplex Trading
28
Simplex Trading
Illinois
$6K +$6.83K +2,388 New
UBS Group
29
UBS Group
Switzerland
$4.15K -$9.48K -3,313 -70%
TWM
30
Tradition Wealth Management
Minnesota
$4K +$29 +10 +0.8%
GWM
31
Geneos Wealth Management
Colorado
$2.89K – – –
Wells Fargo
32
Wells Fargo
California
$1.7K +$3 +1 +0.2%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$1.3K – – –
IA
34
IFP Advisors
Florida
$1K – – –
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$244 +$3.87K +1,351 +2%
Bank of America
36
Bank of America
North Carolina
$40 -$4.25K -1,486 -99%
WIM
37
Westside Investment Management
California
$3 – – –
Ameriprise
38
Ameriprise
Minnesota
– -$140K -48,735 Closed
HCP
39
Hexagon Capital Partners
Arkansas
– -$93K -32,472 Closed
Jane Street
40
Jane Street
New York
– -$37K -12,755 Closed
GI
41
Gradient Investments
Minnesota
– -$1K -175 Closed
1
2

GROW Hedge Fund Activity: Q4 2022 in Review

37 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in US Global Investors (GROW) for Q4 2022, worth a combined $11.3M — down 3.4% from $11.7M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of GROW and 1 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 14 added.

The largest buyer was Millennium Management, adding an estimated $85.1K. The largest seller was Ameriprise, exiting entirely with an estimated $140K sold.

  • 37 institutional investors held US Global Investors (GROW) as of Q4 2022, down from 40 in Q3 2022.
  • Funds reported $11.3M of US Global Investors stock for Q4 2022, down 3.4% quarter-over-quarter.
  • 1 fund opened new US Global Investors positions in Q4 2022 and 4 closed out, a net change of -3 holders.
  • The largest US Global Investors buyer in Q4 2022 was Millennium Management, an estimated $85.1K added.
  • The largest US Global Investors seller in Q4 2022 was Ameriprise, an estimated $140K sold.

Based on aggregated 13F filings for Q4 2022.