We are live on ! Find out more
GROW icon

US Global Investors
GROW

37 hedge funds and large institutions have $9.86M invested in US Global Investors in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

52% more call options, than puts

Call options by funds: $70K | Put options by funds: $46K

0% more funds holding

Funds holding: 37 → 37 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

1.83% less ownership

Funds ownership: 31.06% → 29.23% (-1.8%)

13% less capital invested

Capital invested by funds: $11.3M → $9.86M (-$1.45M)

Holders
37
Holders Change
–
Holders Change %
0%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
5
Closed
3
Calls
$70K
Puts
$46K
Net Calls
+$24K
Net Calls Change
+$8K

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$205K
2
BlackRock
BlackRock
New York
+$200K
3
Renaissance Technologies
Renaissance Technologies
New York
+$92.4K
4
Millennium Management
Millennium Management
New York
+$34.4K
5
TI
Tidal Investments
Wisconsin
+$15.9K

Top Sellers

Rank Fund Capital Flow
1
HA
Heartland Advisors
Wisconsin
-$1.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$167K
3
SCA
SMH Capital Advisors
Texas
-$27K
4
Simplex Trading
Simplex Trading
Illinois
-$6.89K
5
BCM
Bridgeway Capital Management
Texas
-$5.48K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCMT
26
Founders Capital Management (Texas)
Texas
$21K – – –
AA
27
Ancora Advisors
Ohio
$10.7K – – –
UBS Group
28
UBS Group
Switzerland
$4K +$182 +63 +4%
Osaic Holdings
29
Osaic Holdings
Arizona
$3.97K -$5.45K -1,889 -56%
WIM
30
Westside Investment Management
California
$3.2K – – –
TWM
31
Tradition Wealth Management
Minnesota
$3K +$29 +10 +0.8%
GWM
32
Geneos Wealth Management
Colorado
$2.67K – – –
Wells Fargo
33
Wells Fargo
California
$1.57K +$6 +2 +0.3%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$1.19K – – –
IA
35
IFP Advisors
Florida
$376 – – –
PVI
36
Pine Valley Investments
New Jersey
$370 +$152K +52,600 New
HA
37
Heartland Advisors
Wisconsin
– -$1.2M -415,044 Closed
Simplex Trading
38
Simplex Trading
Illinois
– -$6.89K -2,388 Closed
Bank of America
39
Bank of America
North Carolina
– -$40 -14 Closed
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
– +$118 +41 New
1
2

GROW Hedge Fund Activity: Q1 2023 in Review

37 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in US Global Investors (GROW) for Q1 2023, worth a combined $9.86M — down 13% from $11.3M a quarter earlier.

Fund positioning in GROW was balanced in Q1 2023: 3 funds opened new positions, 3 closed out, 13 added to existing stakes and 5 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $205K. The largest seller was Heartland Advisors, exiting entirely with an estimated $1.2M sold.

  • 37 institutional investors held US Global Investors (GROW) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $9.86M of US Global Investors stock for Q1 2023, down 13% quarter-over-quarter.
  • 3 funds opened new US Global Investors positions in Q1 2023 and 3 closed out, a net change of 0 holders.
  • The largest US Global Investors buyer in Q1 2023 was Bank of Montreal, an estimated $205K added.
  • The largest US Global Investors seller in Q1 2023 was Heartland Advisors, an estimated $1.2M sold.

Based on aggregated 13F filings for Q1 2023.