GWG Holdings, Inc
GWGH
GWGH was delisted on the 28th of April, 2022.
6 hedge funds and large institutions have $2.51M invested in GWG Holdings, Inc in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 2 closing their positions.
2,083% more capital invested
Capital invested by funds: $115K → $2.51M (+$2.4M)
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Concert Wealth Management
San Jose,
California
|
+$12.6M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$5.79K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$55K |
| 2 |
Morgan Stanley
New York
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWM
1
Concert Wealth Management
San Jose,
California
| $1.22M | +$12.6M | +1,224,000 | New |
|
|
IFWM
2
Institute for Wealth Management
Denver,
Colorado
| $1.22M | +$12.6M | +1,224,000 | New |
|
3
UBS Group
Zurich,
Switzerland
| $32K | – | – | – |
|
4
Creative Planning
Overland Park,
Kansas
| $21K | – | – | – |
|
|
5
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $6K | +$5.79K | +564 | +806% |
|
6
BlackRock
New York
| $4K | – | – | – |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$55K | -4,989 | Closed |
|
|
8
Morgan Stanley
New York
| – | -$1K | -100 | Closed |
|
GWGH Hedge Fund Activity: Q2 2017 in Review
6 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in GWG Holdings, Inc (GWGH) for Q2 2017, worth a combined $2.51M — up 2,083% from $115K a quarter earlier.
Fund positioning in GWGH was balanced in Q2 2017: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 0 trimmed.
The largest buyer was Concert Wealth Management, opening a new position worth an estimated $12.6M. The largest seller was Royal Bank of Canada, exiting entirely with an estimated $55K sold.
- 6 institutional investors held GWG Holdings, Inc (GWGH) as of Q2 2017, unchanged from Q1 2017.
- Funds reported $2.51M of GWG Holdings, Inc stock for Q2 2017, up 2,083% quarter-over-quarter.
- 2 funds opened new GWG Holdings, Inc positions in Q2 2017 and 2 closed out, a net change of 0 holders.
- The largest GWG Holdings, Inc buyer in Q2 2017 was Concert Wealth Management, an estimated $12.6M added.
- The largest GWG Holdings, Inc seller in Q2 2017 was Royal Bank of Canada, an estimated $55K sold.
Based on aggregated 13F filings for Q2 2017.