US Global Investors
GROW
34 hedge funds and large institutions have $11.4M invested in US Global Investors in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 7 closing their positions.
9% more capital invested
Capital invested by funds: $10.5M → $11.4M (+$927K)
3.92% more ownership
Funds ownership: 30.5% → 34.41% (+3.9%)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
13% less funds holding
Funds holding: 39 → 34 (-5)
47% less call options, than puts
Call options by funds: $32K | Put options by funds: $60K
71% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kanen Wealth Management
Coconut Creek,
Florida
|
+$1.24M |
| 2 |
Renaissance Technologies
New York
|
+$71.2K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$49.1K |
| 4 |
Morgan Stanley
New York
|
+$46.2K |
| 5 |
JPWM
Jamison Private Wealth Management
Milton,
Georgia
|
+$43.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PVI
Pine Valley Investments
Marlton,
New Jersey
|
-$148K |
| 2 |
SPM
Symmetry Peak Management
Radnor,
Pennsylvania
|
-$56.4K |
| 3 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$42.2K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$39.2K |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$29.2K |
GROW Hedge Fund Activity: Q1 2024 in Review
34 of the 6,959 institutional investors tracked by Wall St. Rank reported a position in US Global Investors (GROW) for Q1 2024, worth a combined $11.4M — up 8.8% from $10.5M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of GROW and 2 opened new positions — a net loss of 5 holders — while 10 trimmed existing stakes and 10 added.
The largest buyer was Kanen Wealth Management, adding an estimated $1.24M. The largest seller was Pine Valley Investments, exiting entirely with an estimated $148K sold.
- 34 institutional investors held US Global Investors (GROW) as of Q1 2024, down from 39 in Q4 2023.
- Funds reported $11.4M of US Global Investors stock for Q1 2024, up 8.8% quarter-over-quarter.
- 2 funds opened new US Global Investors positions in Q1 2024 and 7 closed out, a net change of -5 holders.
- The largest US Global Investors buyer in Q1 2024 was Kanen Wealth Management, an estimated $1.24M added.
- The largest US Global Investors seller in Q1 2024 was Pine Valley Investments, an estimated $148K sold.
Based on aggregated 13F filings for Q1 2024.