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US Global Investors
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Overview Fund Activity

35 hedge funds and large institutions have $8.99M invested in US Global Investors in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
7
Reduced
9
Closed
9
Calls
$271K
Puts
$372K
Net Calls
-$101K
Net Calls Change
+$485K

Top Buyers

1
PCM
Perritt Capital Management
Illinois
+$397K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$390K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$135K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$104K
5
PMFA
Plante Moran Financial Advisors
Michigan
+$85K

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$1.52M
2
Renaissance Technologies
Renaissance Technologies
New York
-$174K
3
Morgan Stanley
Morgan Stanley
New York
-$85K
4
Wolverine Trading
Wolverine Trading
Illinois
-$77K
5
FIMG
Financial & Investment Management Group
Michigan
-$56.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
1
Royce & Associates
New York
$2.89M – – –
FIMG
2
Financial & Investment Management Group
Michigan
$1.85M -$56.7K -22,413 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.24M +$390K +154,381 +46%
BlackRock
4
BlackRock
New York
$856K -$9.22K -3,646 -1%
PCM
5
Perritt Capital Management
Illinois
$397K +$397K +150,851 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$392K +$1.84K +726 +0.5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$162K +$135K +53,691 +510%
APCM
8
Arbiter Partners Capital Management
New York
$144K – – –
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$143K – – –
AG
10
Advisor Group
Arizona
$114K -$6.53K -2,579 -5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$114K – – –
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$104K +$104K +41,000 New
PMFA
13
Plante Moran Financial Advisors
Michigan
$85K +$85K +33,520 New
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$83K – – –
Northern Trust
15
Northern Trust
Illinois
$69K -$8.24K -3,294 -11%
IA
16
IFP Advisors
Florida
$58K – – –
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$54K +$54K +21,495 New
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$49K +$49K +19,200 New
Group One Trading
19
Group One Trading
Illinois
$46K -$20.8K -8,155 -31%
Morgan Stanley
20
Morgan Stanley
New York
$41K -$85K -33,512 -67%
VF
21
Virtu Financial
New York
$26K -$6.07K -2,429 -19%
FANJ
22
Financial Architects (New Jersey)
New Jersey
$17K – – –
Simplex Trading
23
Simplex Trading
Illinois
$15K +$2.3K +916 +18%
UBS Group
24
UBS Group
Switzerland
$8K +$952 +405 +14%
FCMT
25
Founders Capital Management (Texas)
Texas
$5K – – –
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