GWG Holdings, Inc
GWGH
GWGH was delisted on the 28th of April, 2022.
27 hedge funds and large institutions have $5.91M invested in GWG Holdings, Inc in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 2 reducing their positions, and 3 closing their positions.
650% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 2
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
22% more capital invested
Capital invested by funds: $4.83M → $5.91M (+$1.08M)
17% more funds holding
Funds holding: 23 → 27 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$210K |
| 2 |
Goldman Sachs
New York
|
+$183K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$130K |
| 4 |
State Street
Boston,
Massachusetts
|
+$124K |
| 5 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
+$97.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSA
Lion Street Advisors
Austin,
Texas
|
-$160K |
| 2 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
-$15K |
| 3 |
Barclays
London,
United Kingdom
|
-$8.12K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$5.05K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Legal & General Group
London,
United Kingdom
| $3K | +$3.01K | +318 | New |
|
|
AIP
27
Ameritas Investment Partners
Lincoln,
Nebraska
| $2K | – | – | – |
|
|
LSA
28
Lion Street Advisors
Austin,
Texas
| – | -$160K | -16,306 | Closed |
|
|
RIA
29
Realta Investment Advisors
Wilmington,
Delaware
| – | -$15K | -1,500 | Closed |
|
|
30
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$2K | -165 | Closed |
|
GWGH Hedge Fund Activity: Q1 2020 in Review
27 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in GWG Holdings, Inc (GWGH) for Q1 2020, worth a combined $5.91M — up 22% from $4.83M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new GWGH positions and 3 closed out — a net gain of 4 holders — while 15 added to existing stakes and 2 trimmed.
The largest buyer was Northern Trust, adding an estimated $210K. The largest seller was Lion Street Advisors, exiting entirely with an estimated $160K sold.
- 27 institutional investors held GWG Holdings, Inc (GWGH) as of Q1 2020, up from 23 in Q4 2019.
- Funds reported $5.91M of GWG Holdings, Inc stock for Q1 2020, up 22% quarter-over-quarter.
- 7 funds opened new GWG Holdings, Inc positions in Q1 2020 and 3 closed out, a net change of +4 holders.
- The largest GWG Holdings, Inc buyer in Q1 2020 was Northern Trust, an estimated $210K added.
- The largest GWG Holdings, Inc seller in Q1 2020 was Lion Street Advisors, an estimated $160K sold.
Based on aggregated 13F filings for Q1 2020.