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US Global Investors
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Overview Fund Activity

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.

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

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$190K
2
BlackRock
2
BlackRock
New York
$906K
3
Renaissance Technologies
3
Renaissance Technologies
New York
$196K
4
Millennium Management
4
Millennium Management
New York
$162K
5
TI
5
Tidal Investments
Wisconsin
$269K

Top Sellers

1
HA
1
Heartland Advisors
Wisconsin
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$251K
3
SCA
3
SMH Capital Advisors
Texas
$357K
4
Simplex Trading
4
Simplex Trading
Illinois
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.97K
Name Market Value Shares Shares
Change 		Shares
Change %
FCMT
26
Founders Capital Management (Texas)
Texas
$21K 8,000 – –
AA
27
Ancora Advisors
Ohio
$10.7K 4,000 – –
UBS Group
28
UBS Group
Switzerland
$4.01K 1,500 +63 +4%
Osaic Holdings
29
Osaic Holdings
Arizona
$3.97K 1,486 -1,889 -56%
WIM
30
Westside Investment Management
California
$3.2K 1,200 – –
TWM
31
Tradition Wealth Management
Minnesota
$3K 1,223 +10 +0.8%
GWM
32
Geneos Wealth Management
Colorado
$2.67K 1,000 – –
Wells Fargo
33
Wells Fargo
California
$1.57K 589 +2 +0.3%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$1.19K 450 – –
IA
35
IFP Advisors
Florida
$376 160 – –
PVI
36
Pine Valley Investments
New Jersey
$370 52,600 +52,600 New
HA
37
Heartland Advisors
Wisconsin
– – -415,044 Closed
Simplex Trading
38
Simplex Trading
Illinois
– – -2,388 Closed
Bank of America
39
Bank of America
North Carolina
– – -14 Closed
Group One Trading
40
Group One Trading
Illinois
– – – –
CFGS
41
Concourse Financial Group Securities
Alabama
– – – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$0 41 +41 New
1
2