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US Global Investors
GROW

29 hedge funds and large institutions have $3.55M invested in US Global Investors in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

0% more funds holding

Funds holding: 29 → 29 (0)

2.94% less ownership

Funds ownership: 27.86% → 24.92% (-2.9%)

11% less capital invested

Capital invested by funds: $4.01M → $3.55M (-$455K)

Holders
29
Holders Change
–
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
5
Closed
1
Calls
$95K
Puts
–
Net Calls
+$95K
Net Calls Change
+$112K

Top Buyers

Rank Fund Capital Flow
1
PCM
Perritt Capital Management
Illinois
+$81.5K
2
TI
Tidal Investments
Wisconsin
+$48.1K
3
Citadel Advisors
Citadel Advisors
Florida
+$29.7K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$17.5K
5
VF
Virtu Financial
New York
+$3.68K

Top Sellers

Rank Fund Capital Flow
1
IA
IFP Advisors
Florida
-$17K
2
Group One Trading
Group One Trading
Illinois
-$8.64K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.74K
4
AG
Advisor Group
Arizona
-$3.37K
5
Simplex Trading
Simplex Trading
Illinois
-$3.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1
Royce & Associates
New York
$1.25M – – –
PCM
2
Perritt Capital Management
Illinois
$760K +$81.5K +66,222 +11%
BlackRock
3
BlackRock
New York
$372K +$1.14K +930 +0.3%
TI
4
Tidal Investments
Wisconsin
$280K +$48.1K +39,125 +18%
Vanguard Group
5
Vanguard Group
Pennsylvania
$215K – – –
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$158K -$3.74K -3,037 -2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$78K – – –
Geode Capital Management
8
Geode Capital Management
Massachusetts
$65K – – –
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$62K – – –
PMFA
10
Plante Moran Financial Advisors
Michigan
$48K – – –
AG
11
Advisor Group
Arizona
$43K -$3.37K -2,737 -6%
APCM
12
Arbiter Partners Capital Management
New York
$41K – – –
Citadel Advisors
13
Citadel Advisors
Florida
$38K +$29.7K +24,100 +225%
Northern Trust
14
Northern Trust
Illinois
$36K -$172 -140 -0.4%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$36K – – –
VF
16
Virtu Financial
New York
$19K +$3.68K +2,991 +21%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$16K +$17.5K +14,222 New
Group One Trading
18
Group One Trading
Illinois
$9K -$8.64K -7,024 -47%
FCMT
19
Founders Capital Management (Texas)
Texas
$8K – – –
FANJ
20
Financial Architects (New Jersey)
New Jersey
$7K – – –
UBS Group
21
UBS Group
Switzerland
$6K +$2.03K +1,648 +40%
Barclays
22
Barclays
United Kingdom
$3K – – –
GWM
23
Geneos Wealth Management
Colorado
$1K – – –
Morgan Stanley
24
Morgan Stanley
New York
$1K – – –
NSIM
25
North Star Investment Management
Illinois
$1K – – –
1
2

GROW Hedge Fund Activity: Q1 2019 in Review

29 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in US Global Investors (GROW) for Q1 2019, worth a combined $3.55M — down 11% from $4.01M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new GROW positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Perritt Capital Management, adding an estimated $81.5K. The largest seller was IFP Advisors, exiting entirely with an estimated $17K sold.

  • 29 institutional investors held US Global Investors (GROW) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $3.55M of US Global Investors stock for Q1 2019, down 11% quarter-over-quarter.
  • 2 funds opened new US Global Investors positions in Q1 2019 and 1 closed out, a net change of +1 holder.
  • The largest US Global Investors buyer in Q1 2019 was Perritt Capital Management, an estimated $81.5K added.
  • The largest US Global Investors seller in Q1 2019 was IFP Advisors, an estimated $17K sold.

Based on aggregated 13F filings for Q1 2019.