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US Global Investors
GROW

Overview Fund Activity

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.

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

1
EST
1
EA Series Trust
Pennsylvania
$113K
2
EF
2
Empowered Funds
Pennsylvania
$113K
3
IWM
3
IHT Wealth Management
Illinois
$31.7K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$254K
5
FAM
5
Formidable Asset Management
Ohio
$124K

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$65.4K
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$154K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$238K
4
TRCT
4
Tower Research Capital (TRC)
New York
$11.9K
5
Citadel Advisors
5
Citadel Advisors
Florida
$58.4K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$38.4K 12,536 – –
NSIM
27
North Star Investment Management
Illinois
$33.7K 11,000 – –
IWM
28
IHT Wealth Management
Illinois
$31.7K 10,372 +10,372 New
FCMT
29
Founders Capital Management (Texas)
Texas
$24.5K 8,000 – –
AA
30
Ancora Advisors
Ohio
$12.2K 4,000 – –
TRCT
31
Tower Research Capital (TRC)
New York
$11.9K 3,892 -4,912 -56%
Osaic Holdings
32
Osaic Holdings
Arizona
$4.58K 1,497 +11 +0.7%
TWM
33
Tradition Wealth Management
Minnesota
$4K 1,232 +9 +0.7%
WIM
34
Westside Investment Management
California
$3.67K 1,200 – –
UBS Group
35
UBS Group
Switzerland
$1.95K 638 -862 -57%
Wells Fargo
36
Wells Fargo
California
$1.81K 592 +3 +0.5%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$1.38K 450 – –
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$1.28K 417 +417 New
GWM
39
Geneos Wealth Management
Colorado
– – -1,000 Closed
IA
40
IFP Advisors
Florida
– – -160 Closed
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
– – -41 Closed
CFGS
42
Concourse Financial Group Securities
Alabama
– – – –
Simplex Trading
43
Simplex Trading
Illinois
– – – –
Group One Trading
44
Group One Trading
Illinois
– – – –
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