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US Global Investors
GROW

38 hedge funds and large institutions have $11.5M invested in US Global Investors in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $38K | Put options by funds: $22K

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

16% more capital invested

Capital invested by funds: $9.86M → $11.5M (+$1.62M)

3% more funds holding

Funds holding: 37 → 38 (+1)

0.78% more ownership

Funds ownership: 29.23% → 30.01% (+0.78%)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
10
Closed
3
Calls
$38K
Puts
$22K
Net Calls
+$16K
Net Calls Change
-$8K

Top Buyers

Rank Fund Capital Flow
1
EF
Empowered Funds
Pennsylvania
+$102K
2
IWM
IHT Wealth Management
Illinois
+$28.8K
3
Renaissance Technologies
Renaissance Technologies
New York
+$26.5K
4
FAM
Formidable Asset Management
Ohio
+$9K
5
BCM
Bridgeway Capital Management
Texas
+$3.45K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$111K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$97K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$47.3K
4
TRCT
Tower Research Capital (TRC)
New York
-$13.7K
5
Citadel Advisors
Citadel Advisors
Florida
-$12.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$38.4K – – –
NSIM
27
North Star Investment Management
Illinois
$33.7K – – –
IWM
28
IHT Wealth Management
Illinois
$31.7K +$28.8K +10,372 New
FCMT
29
Founders Capital Management (Texas)
Texas
$24.5K – – –
AA
30
Ancora Advisors
Ohio
$12.2K – – –
TRCT
31
Tower Research Capital (TRC)
New York
$11.9K -$13.7K -4,912 -56%
Osaic Holdings
32
Osaic Holdings
Arizona
$4.58K +$31 +11 +0.7%
TWM
33
Tradition Wealth Management
Minnesota
$4K +$25 +9 +0.7%
WIM
34
Westside Investment Management
California
$3.67K – – –
UBS Group
35
UBS Group
Switzerland
$1.95K -$2.4K -862 -57%
Wells Fargo
36
Wells Fargo
California
$1.81K +$8 +3 +0.5%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$1.38K – – –
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$1.28K +$1.16K +417 New
GWM
39
Geneos Wealth Management
Colorado
– -$2.67K -1,000 Closed
IA
40
IFP Advisors
Florida
– -$376 -160 Closed
1
2

GROW Hedge Fund Activity: Q2 2023 in Review

38 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in US Global Investors (GROW) for Q2 2023, worth a combined $11.5M — up 16% from $9.86M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new GROW positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 10 trimmed.

The largest buyer was Empowered Funds, opening a new position worth an estimated $102K. The largest seller was Millennium Management, cutting an estimated $111K.

  • 38 institutional investors held US Global Investors (GROW) as of Q2 2023, up from 37 in Q1 2023.
  • Funds reported $11.5M of US Global Investors stock for Q2 2023, up 16% quarter-over-quarter.
  • 4 funds opened new US Global Investors positions in Q2 2023 and 3 closed out, a net change of +1 holder.
  • The largest US Global Investors buyer in Q2 2023 was Empowered Funds, an estimated $102K added.
  • The largest US Global Investors seller in Q2 2023 was Millennium Management, an estimated $111K sold.

Based on aggregated 13F filings for Q2 2023.