GWG Holdings, Inc
GWGH
GWGH was delisted on the 28th of April, 2022.
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Groesbeck Investment Management
Paramus,
New Jersey
|
+$296K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$90.4K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$78.9K |
| 4 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
+$32.1K |
| 5 |
Morgan Stanley
New York
|
+$835 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$15K |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$11K |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GIM
1
Groesbeck Investment Management
Paramus,
New Jersey
| $275K | +$296K | +35,455 | New |
|
|
MSAM
2
Moloney Securities Asset Management
Manchester,
Missouri
| $128K | +$32.1K | +3,850 | +30% |
|
|
3
Citadel Advisors
Miami,
Florida
| $84K | +$90.4K | +10,822 | New |
|
|
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $73K | +$78.9K | +9,444 | New |
|
5
BlackRock
New York
| $2K | – | – | – |
|
|
6
Morgan Stanley
New York
| $1K | +$835 | +100 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$15K | -1,996 | Closed |
|
|
GWM
8
Geneos Wealth Management
Englewood,
Colorado
| – | -$11K | -1,500 | Closed |
|
|
9
SEI Investments
Oaks,
Pennsylvania
| – | -$5K | -675 | Closed |
|
10
Bank of America
Charlotte,
North Carolina
| – | +$117 | +14 | +700% |
|
GWGH Hedge Fund Activity: Q3 2018 in Review
7 of the 4,374 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.