US Global Investors
GROW
33 hedge funds and large institutions have $8.15M invested in US Global Investors in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 5 closing their positions.
167% more call options, than puts
Call options by funds: $24K | Put options by funds: $9K
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
0% more funds holding
Funds holding: 33 → 33 (0)
2.58% less ownership
Funds ownership: 31.86% → 29.29% (-2.6%)
14% less capital invested
Capital invested by funds: $9.5M → $8.15M (-$1.35M)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCM
Gator Capital Management
Tampa,
Florida
|
+$379K |
| 2 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$55.9K |
| 3 |
SIC
Samalin Investment Counsel
Chappaqua,
New York
|
+$40.9K |
| 4 |
State Street
Boston,
Massachusetts
|
+$28.2K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$27K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$1.13M |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$55.8K |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$46.6K |
| 4 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$45K |
| 5 |
Group One Trading
Chicago,
Illinois
|
-$26.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WIM
26
Westside Investment Management
Santa Monica,
California
| $2.93K | – | – | – |
|
27
Wells Fargo
San Francisco,
California
| $1.22K | – | – | – |
|
|
SS
28
SBI Securities
Tokyo,
Japan
| $283 | +$284 | +116 | New |
|
29
Bank of America
Charlotte,
North Carolina
| $217 | -$318 | -130 | -59% |
|
30
JP Morgan Chase
New York
| $63 | -$2 | -1 | -4% |
|
31
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $24 | +$24 | +10 | New |
|
|
RA
32
Royce & Associates
New York
| – | -$1.13M | -439,454 | Closed |
|
|
FAM
33
Formidable Asset Management
Cincinnati,
Ohio
| – | -$45K | -17,425 | Closed |
|
|
34
Group One Trading
Chicago,
Illinois
| – | -$26.1K | -10,100 | Closed |
|
35
UBS Group
Zurich,
Switzerland
| – | -$5.11K | -1,980 | Closed |
|
36
Fidelity Investments
Boston,
Massachusetts
| – | -$194 | -75 | Closed |
|
37
Simplex Trading
Chicago,
Illinois
| – | +$132 | +54 | New |
|
GROW Hedge Fund Activity: Q4 2024 in Review
33 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in US Global Investors (GROW) for Q4 2024, worth a combined $8.15M — down 14% from $9.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new GROW positions and 5 closed out — a net gain of 1 holder — while 7 added to existing stakes and 9 trimmed.
The largest buyer was Gator Capital Management, adding an estimated $379K. The largest seller was Royce & Associates, exiting entirely with an estimated $1.13M sold.
- 33 institutional investors held US Global Investors (GROW) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $8.15M of US Global Investors stock for Q4 2024, down 14% quarter-over-quarter.
- 6 funds opened new US Global Investors positions in Q4 2024 and 5 closed out, a net change of +1 holder.
- The largest US Global Investors buyer in Q4 2024 was Gator Capital Management, an estimated $379K added.
- The largest US Global Investors seller in Q4 2024 was Royce & Associates, an estimated $1.13M sold.
Based on aggregated 13F filings for Q4 2024.