US Global Investors
GROW
34 hedge funds and large institutions have $9.27M invested in US Global Investors in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 17 reducing their positions, and 3 closing their positions.
0% more funds holding
Funds holding: 34 → 34 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0.49% less ownership
Funds ownership: 30.62% → 30.13% (-0.49%)
9% less capital invested
Capital invested by funds: $10.2M → $9.27M (-$948K)
16% less call options, than puts
Call options by funds: $48K | Put options by funds: $57K
76% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RI
Ridgewood Investments
Springfield,
New Jersey
|
+$13.4K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$12.9K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$9.62K |
| 4 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$9.62K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$75K |
| 2 |
BlackRock
New York
|
-$68.2K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$41.5K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$40.9K |
| 5 |
Millennium Management
New York
|
-$39.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
26
Tower Research Capital (TRC)
New York
| $10.3K | +$2.3K | +860 | +28% |
|
|
WIM
27
Westside Investment Management
Santa Monica,
California
| $3.13K | – | – | – |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1.47K | +$1.5K | +563 | New |
|
29
Wells Fargo
San Francisco,
California
| $1.31K | -$248 | -93 | -16% |
|
30
RhumbLine Advisers
Boston,
Massachusetts
| $1.01K | -$80 | -30 | -7% |
|
31
Bank of America
Charlotte,
North Carolina
| $268 | +$275 | +103 | New |
|
32
UBS Group
Zurich,
Switzerland
| $219 | -$638 | -239 | -74% |
|
33
JP Morgan Chase
New York
| $73 | – | – | – |
|
|
34
T. Rowe Price Associates
Baltimore,
Maryland
| – | -$75K | -26,700 | Closed |
|
|
35
Millennium Management
New York
| – | -$39.2K | -14,098 | Closed |
|
36
Osaic Holdings
Scottsdale,
Arizona
| – | -$3.98K | -1,430 | Closed |
|
GROW Hedge Fund Activity: Q2 2024 in Review
34 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in US Global Investors (GROW) for Q2 2024, worth a combined $9.27M — down 9.3% from $10.2M a quarter earlier.
Fund positioning in GROW was balanced in Q2 2024: 3 funds opened new positions, 3 closed out, 4 added to existing stakes and 17 trimmed.
The largest buyer was Ridgewood Investments, opening a new position worth an estimated $13.4K. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $75K sold.
- 34 institutional investors held US Global Investors (GROW) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $9.27M of US Global Investors stock for Q2 2024, down 9.3% quarter-over-quarter.
- 3 funds opened new US Global Investors positions in Q2 2024 and 3 closed out, a net change of 0 holders.
- The largest US Global Investors buyer in Q2 2024 was Ridgewood Investments, an estimated $13.4K added.
- The largest US Global Investors seller in Q2 2024 was T. Rowe Price Associates, an estimated $75K sold.
Based on aggregated 13F filings for Q2 2024.