GWG Holdings, Inc
GWGH
GWGH was delisted on the 28th of April, 2022.
7 hedge funds and large institutions have $250K invested in GWG Holdings, Inc in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 5 closing their positions.
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
56% less capital invested
Capital invested by funds: $563K → $250K (-$313K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
+$634K |
| 2 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$7.98K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.14K |
| 4 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$349 |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$44 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIM
Groesbeck Investment Management
Paramus,
New Jersey
|
-$275K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$84K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$73K |
| 4 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
-$10.8K |
| 5 |
Morgan Stanley
New York
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MSAM
1
Moloney Securities Asset Management
Manchester,
Missouri
| $131K | -$10.8K | -1,700 | -10% |
|
|
IFWM
2
Institute for Wealth Management
Denver,
Colorado
| $100K | +$634K | +100,000 | New |
|
|
PAM
3
Panagora Asset Management
Boston,
Massachusetts
| $11K | +$7.98K | +1,258 | New |
|
4
BlackRock
New York
| $4K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $4K | +$3.14K | +495 | New |
|
|
GIM
6
Groesbeck Investment Management
Paramus,
New Jersey
| – | -$275K | -35,455 | Closed |
|
|
7
Citadel Advisors
Miami,
Florida
| – | -$84K | -10,822 | Closed |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$73K | -9,444 | Closed |
|
|
9
Morgan Stanley
New York
| – | -$1K | -100 | Closed |
|
|
10
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | +$44 | +7 | New |
|
|
CIAS
11
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | +$349 | +55 | New |
|
GWGH Hedge Fund Activity: Q4 2018 in Review
7 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in GWG Holdings, Inc (GWGH) for Q4 2018, worth a combined $250K — down 56% from $563K a quarter earlier.
Fund positioning in GWGH was balanced in Q4 2018: 5 funds opened new positions, 5 closed out, 0 added to existing stakes and 1 trimmed.
The largest buyer was Institute for Wealth Management, opening a new position worth an estimated $634K. The largest seller was Groesbeck Investment Management, exiting entirely with an estimated $275K sold.
- 7 institutional investors held GWG Holdings, Inc (GWGH) as of Q4 2018, unchanged from Q3 2018.
- Funds reported $250K of GWG Holdings, Inc stock for Q4 2018, down 56% quarter-over-quarter.
- 5 funds opened new GWG Holdings, Inc positions in Q4 2018 and 5 closed out, a net change of 0 holders.
- The largest GWG Holdings, Inc buyer in Q4 2018 was Institute for Wealth Management, an estimated $634K added.
- The largest GWG Holdings, Inc seller in Q4 2018 was Groesbeck Investment Management, an estimated $275K sold.
Based on aggregated 13F filings for Q4 2018.