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US Global Investors

33 hedge funds and large institutions have $9.5M invested in US Global Investors in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,100% more call options, than puts

Call options by funds: $42K | Put options by funds: $1K

1.73% more ownership

Funds ownership: 30.13%31.86% (+1.7%)

3% more capital invested

Capital invested by funds: $9.27M → $9.5M (+$233K)

3% less funds holding

Funds holding: 3433 (-1)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
11
Closed
4
Calls
$42K
Puts
$1K
Net Calls
+$41K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.59M
PCM
2
Perritt Capital Management
Illinois
$1.44M +$10.9K +4,199 +0.8%
KWM
3
Kanen Wealth Management
Florida
$1.18M
RA
4
Royce & Associates
New York
$1.13M -$429K -165,500 -27%
BlackRock
5
BlackRock
New York
$800K -$10K -3,871 -1%
GCM
6
Gator Capital Management
Florida
$764K +$767K +295,981 New
Renaissance Technologies
7
Renaissance Technologies
New York
$440K +$56.1K +21,645 +15%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$301K -$6.55K -2,529 -2%
BCM
9
Bridgeway Capital Management
Texas
$273K +$6.94K +2,680 +3%
SCA
10
SMH Capital Advisors
Texas
$270K -$6.55K -2,531 -2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$149K +$44.6K +17,239 +43%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$140K -$42.5K -16,414 -23%
EF
13
Empowered Funds
Pennsylvania
$138K +$6.94K +2,680 +5%
TI
14
Tidal Investments
Wisconsin
$129K -$26.6K -10,274 -17%
CCA
15
Catalyst Capital Advisors
New York
$128K
Citadel Advisors
16
Citadel Advisors
Florida
$124K +$81.5K +31,471 +190%
State Street
17
State Street
Massachusetts
$117K
VL
18
Vima LLC
Michigan
$106K -$518 -200 -0.5%
Morgan Stanley
19
Morgan Stanley
New York
$69.7K
Northern Trust
20
Northern Trust
Illinois
$58K -$1.11K -427 -2%
FAM
21
Formidable Asset Management
Ohio
$45K -$48.8K -18,825 -52%
NSIM
22
North Star Investment Management
Illinois
$28.4K
Group One Trading
23
Group One Trading
Illinois
$26.1K +$26.2K +10,100 New
FCMT
24
Founders Capital Management (Texas)
Texas
$25.8K +$5.18K +2,000 +25%
RI
25
Ridgewood Investments
New Jersey
$12.9K

GROW Hedge Fund Activity: Q3 2024 in Review

33 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in US Global Investors (GROW) for Q3 2024, worth a combined $9.5M — up 2.5% from $9.27M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of GROW and 3 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 9 added.

The largest buyer was Gator Capital Management, opening a new position worth an estimated $767K. The largest seller was Royce & Associates, cutting an estimated $429K.

  • 33 institutional investors held US Global Investors (GROW) as of Q3 2024, down from 34 in Q2 2024.
  • Funds reported $9.5M of US Global Investors stock for Q3 2024, up 2.5% quarter-over-quarter.
  • 3 funds opened new US Global Investors positions in Q3 2024 and 4 closed out, a net change of -1 holder.
  • The largest US Global Investors buyer in Q3 2024 was Gator Capital Management, an estimated $767K added.
  • The largest US Global Investors seller in Q3 2024 was Royce & Associates, an estimated $429K sold.

Based on aggregated 13F filings for Q3 2024.