US Global Investors
GROW
38 hedge funds and large institutions have $11.5M invested in US Global Investors in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 3 closing their positions.
73% more call options, than puts
Call options by funds: $38K | Put options by funds: $22K
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
16% more capital invested
Capital invested by funds: $9.86M → $11.5M (+$1.62M)
3% more funds holding
Funds holding: 37 → 38 (+1)
0.78% more ownership
Funds ownership: 29.23% → 30.01% (+0.78%)
30% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$102K |
| 2 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$28.8K |
| 3 |
Renaissance Technologies
New York
|
+$26.5K |
| 4 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
+$9K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$3.45K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$111K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$97K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$47.3K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$13.7K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$12.3K |
GROW Hedge Fund Activity: Q2 2023 in Review
38 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in US Global Investors (GROW) for Q2 2023, worth a combined $11.5M — up 16% from $9.86M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new GROW positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 10 trimmed.
The largest buyer was Empowered Funds, opening a new position worth an estimated $102K. The largest seller was Millennium Management, cutting an estimated $111K.
- 38 institutional investors held US Global Investors (GROW) as of Q2 2023, up from 37 in Q1 2023.
- Funds reported $11.5M of US Global Investors stock for Q2 2023, up 16% quarter-over-quarter.
- 4 funds opened new US Global Investors positions in Q2 2023 and 3 closed out, a net change of +1 holder.
- The largest US Global Investors buyer in Q2 2023 was Empowered Funds, an estimated $102K added.
- The largest US Global Investors seller in Q2 2023 was Millennium Management, an estimated $111K sold.
Based on aggregated 13F filings for Q2 2023.