GWG Holdings, Inc
GWGH
GWGH was delisted on the 28th of April, 2022.
7 hedge funds and large institutions have $61K invested in GWG Holdings, Inc in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
17% more funds holding
Funds holding: 6 → 7 (+1)
18% less capital invested
Capital invested by funds: $74K → $61K (-$13K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$16.6K |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$439 |
| 3 |
Barclays
London,
United Kingdom
|
+$33 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$13.5K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$5K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.38K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Royal Bank of Canada
Toronto,
Ontario, Canada
| $42K | -$3.38K | -409 | -7% |
|
|
2
Creative Planning
Overland Park,
Kansas
| $16K | +$16.6K | +2,000 | New |
|
|
TRCT
3
Tower Research Capital (TRC)
New York
| $1K | -$13.5K | -1,634 | -96% |
|
|
BFA
4
BlackRock Fund Advisors
San Francisco,
California
| $1K | – | – | – |
|
|
BIM
5
BlackRock Investment Management
Wilmington,
Delaware
| $1K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$5K | -603 | Closed |
|
|
7
Barclays
London,
United Kingdom
| – | +$33 | +4 | New |
|
|
8
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | +$439 | +53 | New |
|
GWGH Hedge Fund Activity: Q4 2016 in Review
7 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in GWG Holdings, Inc (GWGH) for Q4 2016, worth a combined $61K — down 18% from $74K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new GWGH positions and 2 closed out — a net gain of 1 holder — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Creative Planning, opening a new position worth an estimated $16.6K. The largest seller was Tower Research Capital (TRC), cutting an estimated $13.5K.
- 7 institutional investors held GWG Holdings, Inc (GWGH) as of Q4 2016, up from 6 in Q3 2016.
- Funds reported $61K of GWG Holdings, Inc stock for Q4 2016, down 18% quarter-over-quarter.
- 3 funds opened new GWG Holdings, Inc positions in Q4 2016 and 2 closed out, a net change of +1 holder.
- The largest GWG Holdings, Inc buyer in Q4 2016 was Creative Planning, an estimated $16.6K added.
- The largest GWG Holdings, Inc seller in Q4 2016 was Tower Research Capital (TRC), an estimated $13.5K sold.
Based on aggregated 13F filings for Q4 2016.