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GWGH

GWG Holdings, Inc
GWGH

Delisted

GWGH was delisted on the 28th of April, 2022.

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6 hedge funds and large institutions have $130K invested in GWG Holdings, Inc in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

50% more funds holding

Funds holding: 4 → 6 (+2)

1% less capital invested

Capital invested by funds: $131K → $130K (-$1K)

Holders
6
Holders Change
+2
Holders Change %
+50%
% of All Funds
0.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MSAM
Moloney Securities Asset Management
Missouri
+$12K
2
UBS Group
UBS Group
Switzerland
+$9.45K
3
SEI Investments
SEI Investments
Pennsylvania
+$5.42K
4
Bank of America
Bank of America
North Carolina
+$16

Top Sellers

Rank Fund Capital Flow
1
GWM
Geneos Wealth Management
Colorado
-$12K
Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
1
Moloney Securities Asset Management
Missouri
$97K +$12K +1,500 +13%
UBS Group
2
UBS Group
Switzerland
$15K +$9.45K +1,177 +144%
GWM
3
Geneos Wealth Management
Colorado
$11K -$12K -1,500 -50%
SEI Investments
4
SEI Investments
Pennsylvania
$5K +$5.42K +675 New
BlackRock
5
BlackRock
New York
$2K – – –
Bank of America
6
Bank of America
North Carolina
– +$16 +2 New

GWGH Hedge Fund Activity: Q2 2018 in Review

6 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in GWG Holdings, Inc (GWGH) for Q2 2018, worth a combined $130K — down 0.76% from $131K a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new GWGH positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was Moloney Securities Asset Management, adding an estimated $12K. The largest seller was Geneos Wealth Management, cutting an estimated $12K.

  • 6 institutional investors held GWG Holdings, Inc (GWGH) as of Q2 2018, up from 4 in Q1 2018.
  • Funds reported $130K of GWG Holdings, Inc stock for Q2 2018, down 0.76% quarter-over-quarter.
  • 2 funds opened new GWG Holdings, Inc positions in Q2 2018 and 0 closed out, a net change of +2 holders.
  • The largest GWG Holdings, Inc buyer in Q2 2018 was Moloney Securities Asset Management, an estimated $12K added.
  • The largest GWG Holdings, Inc seller in Q2 2018 was Geneos Wealth Management, an estimated $12K sold.

Based on aggregated 13F filings for Q2 2018.