US Global Investors
GROW
38 hedge funds and large institutions have $35.8M invested in US Global Investors in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
41% more call options, than puts
Call options by funds: $2.2M | Put options by funds: $1.56M
34% more capital invested
Capital invested by funds: $26.8M → $35.8M (+$9.01M)
9% more funds holding
Funds holding: 35 → 38 (+3)
1.66% more ownership
Funds ownership: 37.84% → 39.5% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.65M |
| 2 |
EI
EAM Investors
Solana Beach,
California
|
+$1.24M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$556K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$510K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$501K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DC
Diametric Capital
Boston,
Massachusetts
|
-$1.48M |
| 2 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$825K |
| 3 |
PCM
Prelude Capital Management
New York
|
-$805K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$385K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$267K |
GROW Hedge Fund Activity: Q1 2021 in Review
38 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in US Global Investors (GROW) for Q1 2021, worth a combined $35.8M — up 34% from $26.8M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new GROW positions and 7 closed out — a net gain of 4 holders — while 12 added to existing stakes and 8 trimmed.
The largest buyer was Vanguard Group, adding an estimated $1.65M. The largest seller was Diametric Capital, cutting an estimated $1.48M.
- 38 institutional investors held US Global Investors (GROW) as of Q1 2021, up from 35 in Q4 2020.
- Funds reported $35.8M of US Global Investors stock for Q1 2021, up 34% quarter-over-quarter.
- 11 funds opened new US Global Investors positions in Q1 2021 and 7 closed out, a net change of +4 holders.
- The largest US Global Investors buyer in Q1 2021 was Vanguard Group, an estimated $1.65M added.
- The largest US Global Investors seller in Q1 2021 was Diametric Capital, an estimated $1.48M sold.
Based on aggregated 13F filings for Q1 2021.