GWG Holdings, Inc
GWGH
GWGH was delisted on the 28th of April, 2022.
30 hedge funds and large institutions have $6.12M invested in GWG Holdings, Inc in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
3% more funds holding
Funds holding: 29 → 30 (+1)
40% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 15
42% less capital invested
Capital invested by funds: $10.5M → $6.12M (-$4.37M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PG
Pendal Group
Sydney,
Australia
|
+$112K |
| 2 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
+$67.7K |
| 3 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
+$55.1K |
| 4 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
+$51.6K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$31.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$4.69M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$996K |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$144K |
| 4 |
HF
HRT Financial
New York
|
-$87.1K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$39.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3K | +$93 | +13 | +3% |
|
27
Citigroup
New York
| $1K | -$2.93K | -408 | -66% |
|
28
Bank of Montreal
Toronto,
Ontario, Canada
| $1K | -$2.9K | -405 | -82% |
|
|
AIP
29
Ameritas Investment Partners
Lincoln,
Nebraska
| $1K | – | – | – |
|
|
AIG
30
American International Group
New York
| $13 | +$36 | +5 | +0.3% |
|
GWGH Hedge Fund Activity: Q1 2021 in Review
30 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in GWG Holdings, Inc (GWGH) for Q1 2021, worth a combined $6.12M — down 42% from $10.5M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new GWGH positions and 1 closed out — a net gain of 1 holder — while 9 added to existing stakes and 15 trimmed.
The largest buyer was Pendal Group, opening a new position worth an estimated $112K. The largest seller was Credit Suisse, cutting an estimated $4.69M.
- 30 institutional investors held GWG Holdings, Inc (GWGH) as of Q1 2021, up from 29 in Q4 2020.
- Funds reported $6.12M of GWG Holdings, Inc stock for Q1 2021, down 42% quarter-over-quarter.
- 2 funds opened new GWG Holdings, Inc positions in Q1 2021 and 1 closed out, a net change of +1 holder.
- The largest GWG Holdings, Inc buyer in Q1 2021 was Pendal Group, an estimated $112K added.
- The largest GWG Holdings, Inc seller in Q1 2021 was Credit Suisse, an estimated $4.69M sold.
Based on aggregated 13F filings for Q1 2021.