US Global Investors
GROW
33 hedge funds and large institutions have $9.5M invested in US Global Investors in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 4 closing their positions.
4,100% more call options, than puts
Call options by funds: $42K | Put options by funds: $1K
1.73% more ownership
Funds ownership: 30.13% → 31.86% (+1.7%)
3% more capital invested
Capital invested by funds: $9.27M → $9.5M (+$233K)
3% less funds holding
Funds holding: 34 → 33 (-1)
18% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 11
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCM
Gator Capital Management
Tampa,
Florida
|
+$767K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$81.5K |
| 3 |
Renaissance Technologies
New York
|
+$56.1K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$44.6K |
| 5 |
Group One Trading
Chicago,
Illinois
|
+$26.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$429K |
| 2 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$59.6K |
| 3 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$48.8K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$42.5K |
| 5 |
Parallax Volatility Advisers
San Francisco,
California
|
-$31K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $5.11K | +$4.91K | +1,896 | +2,257% |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $4.2K | -$6K | -2,316 | -59% |
|
|
WIM
28
Westside Investment Management
Santa Monica,
California
| $3.1K | – | – | – |
|
29
Wells Fargo
San Francisco,
California
| $1.29K | – | – | – |
|
30
Bank of America
Charlotte,
North Carolina
| $565 | +$300 | +116 | +113% |
|
31
Fidelity Investments
Boston,
Massachusetts
| $194 | +$194 | +75 | New |
|
32
JP Morgan Chase
New York
| $70 | -$3 | -1 | -4% |
|
|
KPWS
33
Kestra Private Wealth Services
Austin,
Texas
| – | -$59.6K | -22,822 | Closed |
|
|
34
Parallax Volatility Advisers
San Francisco,
California
| – | -$31K | -11,888 | Closed |
|
35
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1.47K | -563 | Closed |
|
36
RhumbLine Advisers
Boston,
Massachusetts
| – | -$1.01K | -387 | Closed |
|
GROW Hedge Fund Activity: Q3 2024 in Review
33 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in US Global Investors (GROW) for Q3 2024, worth a combined $9.5M — up 2.5% from $9.27M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of GROW and 3 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 9 added.
The largest buyer was Gator Capital Management, opening a new position worth an estimated $767K. The largest seller was Royce & Associates, cutting an estimated $429K.
- 33 institutional investors held US Global Investors (GROW) as of Q3 2024, down from 34 in Q2 2024.
- Funds reported $9.5M of US Global Investors stock for Q3 2024, up 2.5% quarter-over-quarter.
- 3 funds opened new US Global Investors positions in Q3 2024 and 4 closed out, a net change of -1 holder.
- The largest US Global Investors buyer in Q3 2024 was Gator Capital Management, an estimated $767K added.
- The largest US Global Investors seller in Q3 2024 was Royce & Associates, an estimated $429K sold.
Based on aggregated 13F filings for Q3 2024.