US Global Investors
GROW
37 hedge funds and large institutions have $9.86M invested in US Global Investors in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 3 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
52% more call options, than puts
Call options by funds: $70K | Put options by funds: $46K
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
3% more funds holding
Funds holding: 36 → 37 (+1)
1.18% less ownership
Funds ownership: 30.41% → 29.23% (-1.2%)
13% less capital invested
Capital invested by funds: $11.3M → $9.86M (-$1.45M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$205K |
| 2 |
BlackRock
New York
|
+$200K |
| 3 |
Renaissance Technologies
New York
|
+$92.4K |
| 4 |
Millennium Management
New York
|
+$34.4K |
| 5 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$15.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$1.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$167K |
| 3 |
SCA
SMH Capital Advisors
Fort Worth,
Texas
|
-$27K |
| 4 |
Simplex Trading
Chicago,
Illinois
|
-$6.89K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$5.48K |
GROW Hedge Fund Activity: Q1 2023 in Review
37 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in US Global Investors (GROW) for Q1 2023, worth a combined $9.86M — down 13% from $11.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new GROW positions and 3 closed out — a net gain of 1 holder — while 12 added to existing stakes and 5 trimmed.
The largest buyer was Bank of Montreal, opening a new position worth an estimated $205K. The largest seller was Heartland Advisors, exiting entirely with an estimated $1.2M sold.
- 37 institutional investors held US Global Investors (GROW) as of Q1 2023, up from 36 in Q4 2022.
- Funds reported $9.86M of US Global Investors stock for Q1 2023, down 13% quarter-over-quarter.
- 4 funds opened new US Global Investors positions in Q1 2023 and 3 closed out, a net change of +1 holder.
- The largest US Global Investors buyer in Q1 2023 was Bank of Montreal, an estimated $205K added.
- The largest US Global Investors seller in Q1 2023 was Heartland Advisors, an estimated $1.2M sold.
Based on aggregated 13F filings for Q1 2023.