GWG Holdings, Inc
GWGH
GWGH was delisted on the 28th of April, 2022.
6 hedge funds and large institutions have $3.07M invested in GWG Holdings, Inc in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
22% more capital invested
Capital invested by funds: $2.51M → $3.07M (+$561K)
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 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
+$2.81M |
| 2 |
CWM
Concert Wealth Management
San Jose,
California
|
+$2.29M |
| 3 |
PCM
Perkins Capital Management
Wayzata,
Minnesota
|
+$108K |
| 4 |
Morgan Stanley
New York
|
+$10.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$21K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$15.8K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IFWM
1
Institute for Wealth Management
Denver,
Colorado
| $1.49M | +$2.81M | +270,000 | +22% |
|
|
CWM
2
Concert Wealth Management
San Jose,
California
| $1.44M | +$2.29M | +220,000 | +18% |
|
|
PCM
3
Perkins Capital Management
Wayzata,
Minnesota
| $105K | +$108K | +10,400 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $15K | -$15.8K | -1,520 | -51% |
|
|
5
Morgan Stanley
New York
| $10K | +$10.4K | +1,000 | New |
|
6
BlackRock
New York
| $4K | – | – | – |
|
|
7
Creative Planning
Overland Park,
Kansas
| – | -$21K | -2,000 | Closed |
|
|
8
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$6K | -634 | Closed |
|
GWGH Hedge Fund Activity: Q3 2017 in Review
6 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in GWG Holdings, Inc (GWGH) for Q3 2017, worth a combined $3.07M — up 22% from $2.51M a quarter earlier.
Fund positioning in GWGH was balanced in Q3 2017: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was Institute for Wealth Management, adding an estimated $2.81M. The largest seller was Creative Planning, exiting entirely with an estimated $21K sold.
- 6 institutional investors held GWG Holdings, Inc (GWGH) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $3.07M of GWG Holdings, Inc stock for Q3 2017, up 22% quarter-over-quarter.
- 2 funds opened new GWG Holdings, Inc positions in Q3 2017 and 2 closed out, a net change of 0 holders.
- The largest GWG Holdings, Inc buyer in Q3 2017 was Institute for Wealth Management, an estimated $2.81M added.
- The largest GWG Holdings, Inc seller in Q3 2017 was Creative Planning, an estimated $21K sold.
Based on aggregated 13F filings for Q3 2017.