US Global Investors
GROW
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.
0.71% less ownership
Funds ownership: 27.79% → 27.08% (-0.71%)
3% less funds holding
Funds holding: 36 → 35 (-1)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
27% less call options, than puts
Call options by funds: $271K | Put options by funds: $372K
37% less capital invested
Capital invested by funds: $14.2M → $8.99M (-$5.22M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$537K |
| 2 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
+$525K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$187K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$143K |
| 5 |
PMFA
Plante Moran Financial Advisors
Southfield,
Michigan
|
+$117K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
-$1.52M |
| 2 |
Renaissance Technologies
New York
|
-$174K |
| 3 |
Morgan Stanley
New York
|
-$117K |
| 4 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$78K |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
-$77K |
GROW Hedge Fund Activity: Q1 2018 in Review
35 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in US Global Investors (GROW) for Q1 2018, worth a combined $8.99M — down 37% from $14.2M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of GROW and 8 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 7 added.
The largest buyer was Vanguard Group, adding an estimated $537K. The largest seller was Koshinski Asset Management, exiting entirely with an estimated $1.52M sold.
- 35 institutional investors held US Global Investors (GROW) as of Q1 2018, down from 36 in Q4 2017.
- Funds reported $8.99M of US Global Investors stock for Q1 2018, down 37% quarter-over-quarter.
- 8 funds opened new US Global Investors positions in Q1 2018 and 9 closed out, a net change of -1 holder.
- The largest US Global Investors buyer in Q1 2018 was Vanguard Group, an estimated $537K added.
- The largest US Global Investors seller in Q1 2018 was Koshinski Asset Management, an estimated $1.52M sold.
Based on aggregated 13F filings for Q1 2018.