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GWGH

GWG Holdings, Inc
GWGH

Delisted

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

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7 hedge funds and large institutions have $563K invested in GWG Holdings, Inc in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more capital invested

Capital invested by funds: $130K → $563K (+$433K)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

17% more funds holding

Funds holding: 6 → 7 (+1)

Holders
7
Holders Change
+1
Holders Change %
+16.67%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
2
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GIM
Groesbeck Investment Management
New Jersey
+$296K
2
Citadel Advisors
Citadel Advisors
Florida
+$90.4K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$78.9K
4
MSAM
Moloney Securities Asset Management
Missouri
+$32.1K
5
Morgan Stanley
Morgan Stanley
New York
+$835

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$15K
2
GWM
Geneos Wealth Management
Colorado
-$11K
3
SEI Investments
SEI Investments
Pennsylvania
-$5K

GWGH Hedge Fund Activity: Q3 2018 in Review

7 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in GWG Holdings, Inc (GWGH) for Q3 2018, worth a combined $563K — up 333% from $130K a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new GWGH positions and 3 closed out — a net gain of 1 holder — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Groesbeck Investment Management, opening a new position worth an estimated $296K. The largest seller was UBS Group, exiting entirely with an estimated $15K sold.

  • 7 institutional investors held GWG Holdings, Inc (GWGH) as of Q3 2018, up from 6 in Q2 2018.
  • Funds reported $563K of GWG Holdings, Inc stock for Q3 2018, up 333% quarter-over-quarter.
  • 4 funds opened new GWG Holdings, Inc positions in Q3 2018 and 3 closed out, a net change of +1 holder.
  • The largest GWG Holdings, Inc buyer in Q3 2018 was Groesbeck Investment Management, an estimated $296K added.
  • The largest GWG Holdings, Inc seller in Q3 2018 was UBS Group, an estimated $15K sold.

Based on aggregated 13F filings for Q3 2018.