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US Global Investors
GROW

28 hedge funds and large institutions have $9M invested in US Global Investors in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more funds holding

Funds holding: 27 → 28 (+1)

0.82% more ownership

Funds ownership: 44.18% → 45% (+0.82%)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

1% less capital invested

Capital invested by funds: $9.05M → $9M (-$52K)

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
7
Reduced
7
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$213K
2
Renaissance Technologies
Renaissance Technologies
New York
+$13.9K
3
Deutsche Bank
Deutsche Bank
Germany
+$8.08K
4
Northern Trust
Northern Trust
Illinois
+$1.17K
5
RJA
Raymond James & Associates
Florida
+$884

Top Sellers

Rank Fund Capital Flow
1
FIMG
Financial & Investment Management Group
Michigan
-$33.4K
2
BlackRock
BlackRock
New York
-$32K
3
Vanguard Group
Vanguard Group
Pennsylvania
-$22.4K
4
UBS Group
UBS Group
Switzerland
-$1.52K
5
IA
IFP Advisors
Florida
-$818
Name Holding Trade Value Shares
Change 		Change in
Stake
FIMG
1
Financial & Investment Management Group
Michigan
$3.62M -$33.4K -23,307 -1%
RA
2
Royce & Associates
New York
$2.33M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$727K -$22.4K -15,629 -3%
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$554K +$213K +148,625 +69%
BlackRock
5
BlackRock
New York
$535K -$32K -22,299 -6%
AF
6
Aegis Financial
Virginia
$388K – – –
Renaissance Technologies
7
Renaissance Technologies
New York
$298K +$13.9K +9,700 +5%
APCM
8
Arbiter Partners Capital Management
New York
$86K – – –
CAMG
9
CWA Asset Management Group
Florida
$86K – – –
Geode Capital Management
10
Geode Capital Management
Massachusetts
$69K – – –
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$50K – – –
FAAS
12
First Allied Advisory Services
California
$44K – – –
Northern Trust
13
Northern Trust
Illinois
$39K +$1.17K +818 +3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$35K +$1 +1 +0%
IA
15
IFP Advisors
Florida
$25K -$818 -570 -3%
RJA
16
Raymond James & Associates
Florida
$25K +$884 +616 +4%
Creative Planning
17
Creative Planning
Kansas
$23K -$56 -39 -0.3%
GC
18
Guggenheim Capital
Illinois
$17K – – –
Deutsche Bank
19
Deutsche Bank
Germany
$16K +$8.08K +5,630 +98%
HCM
20
Highlander Capital Management
New Jersey
$12K – – –
FCMT
21
Founders Capital Management (Texas)
Texas
$5K – – –
UBS Group
22
UBS Group
Switzerland
$3K -$1.52K -1,063 -35%
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3K -$1 -1 -0.1%
JC
24
JBF Capital
Colorado
$2K – – –
NSIM
25
North Star Investment Management
Illinois
$2K – – –
1
2

GROW Hedge Fund Activity: Q2 2017 in Review

28 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in US Global Investors (GROW) for Q2 2017, worth a combined $9M — down 0.57% from $9.05M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new GROW positions and 0 closed out — a net gain of 1 holder — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Koshinski Asset Management, adding an estimated $213K. The largest seller was Financial & Investment Management Group, cutting an estimated $33.4K.

  • 28 institutional investors held US Global Investors (GROW) as of Q2 2017, up from 27 in Q1 2017.
  • Funds reported $9M of US Global Investors stock for Q2 2017, down 0.57% quarter-over-quarter.
  • 1 fund opened new US Global Investors positions in Q2 2017 and 0 closed out, a net change of +1 holder.
  • The largest US Global Investors buyer in Q2 2017 was Koshinski Asset Management, an estimated $213K added.
  • The largest US Global Investors seller in Q2 2017 was Financial & Investment Management Group, an estimated $33.4K sold.

Based on aggregated 13F filings for Q2 2017.