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GrowGeneration

239 hedge funds and large institutions have $1.18B invested in GrowGeneration in 2021 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 71 increasing their positions, 75 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 27

30% more capital invested

Capital invested by funds: $907M → $1.18B (+$274M)

21% more call options, than puts

Call options by funds: $169M | Put options by funds: $140M

17% more funds holding

Funds holding: 204239 (+35)

2.13% more ownership

Funds ownership: 41.35%43.48% (+2.1%)

5% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 75

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
239
Holders Change
+35
Holders Change %
+17.16%
% of All Funds
4.2%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
64
Increased
71
Reduced
75
Closed
27
Calls
$169M
Puts
$140M
Net Calls
+$28.9M
Net Calls Change
-$60.4M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
176
IFP Advisors
Florida
$58K -$22.2K -445 -27%
AP
177
Atwood & Palmer
Missouri
$55K
VBCG
178
Valley Brook Capital Group
Pennsylvania
$49K
CMBA
179
C.M. Bidwell & Associates
Hawaii
$46K +$1.25K +25 +3%
AWA
180
Arkadios Wealth Advisors
Georgia
$44K +$44.9K +900 New
AAS
181
Avantax Advisory Services
Texas
$38K +$536K +10,750 New
APA
182
American Portfolios Advisors
New York
$37.4K +$4.24K +85 +13%
SIS
183
Sound Income Strategies
Florida
$32.3K
CFA
184
Carroll Financial Associates
North Carolina
$30K -$36.8K -738 -55%
HCM
185
Horrell Capital Management
Arkansas
$30K
EP
186
Eudaimonia Partners
Tennessee
$30K +$1.25K +25 +4%
NFSG
187
Newbridge Financial Services Group
Florida
$30K +$29.9K +600 New
ACM
188
Allred Capital Management
Texas
$28.6K +$28.7K +575 New
CLOS
189
Compagnie Lombard Odier SCmA
Switzerland
$27K +$27.4K +550 New
OIA
190
Optimum Investment Advisors
Illinois
$25K -$9.98K -200 -29%
PA
191
Perennial Advisors
New York
$25K
RG
192
Retirement Group
California
$25K
SBL
193
Sargent Bickham Lagudis
Colorado
$23K +$848 +17 +4%
Rockefeller Capital Management
194
Rockefeller Capital Management
New York
$19K +$19.6K +393 New
JWA
195
JFS Wealth Advisors
Pennsylvania
$16K
TFA
196
Toth Financial Advisory
Virginia
$16K +$16.2K +325 New
GWM
197
Geneos Wealth Management
Colorado
$15K
RIA
198
RPG Investment Advisory
California
$15K +$15K +300 New
PFGIA
199
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$1.5K +30 +14%
Fidelity Investments
200
Fidelity Investments
Massachusetts
$12K +$10.9K +219 +1,043%

GRWG Hedge Fund Activity: Q1 2021 in Review

239 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in GrowGeneration (GRWG) for Q1 2021, worth a combined $1.18B — up 30% from $907M a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new GRWG positions and 27 closed out — a net gain of 37 holders — while 71 added to existing stakes and 75 trimmed.

The largest buyer was AdvisorShares Investments, adding an estimated $54.3M. The largest seller was Friess Associates, cutting an estimated $42.8M.

  • 239 institutional investors held GrowGeneration (GRWG) as of Q1 2021, up from 204 in Q4 2020.
  • Funds reported $1.18B of GrowGeneration stock for Q1 2021, up 30% quarter-over-quarter.
  • 64 funds opened new GrowGeneration positions in Q1 2021 and 27 closed out, a net change of +37 holders.
  • The largest GrowGeneration buyer in Q1 2021 was AdvisorShares Investments, an estimated $54.3M added.
  • The largest GrowGeneration seller in Q1 2021 was Friess Associates, an estimated $42.8M sold.

Based on aggregated 13F filings for Q1 2021.