GWG Holdings, Inc
GWGH
GWGH was delisted on the 28th of April, 2022.
11 hedge funds and large institutions have $1.37M invested in GWG Holdings, Inc in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 2 closing their positions.
447% more capital invested
Capital invested by funds: $250K → $1.37M (+$1.12M)
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
57% more funds holding
Funds holding: 7 → 11 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$622K |
| 2 |
TEE
Tibra Equities Europe
London,
United Kingdom
|
+$244K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$35.2K |
| 4 |
Citigroup
New York
|
+$27.9K |
| 5 |
Morgan Stanley
New York
|
+$27.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
-$100K |
| 2 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$11K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Vanguard Group
Malvern,
Pennsylvania
| $744K | +$622K | +62,122 | New |
|
|
TEE
2
Tibra Equities Europe
London,
United Kingdom
| $292K | +$244K | +24,379 | New |
|
|
MSAM
3
Moloney Securities Asset Management
Manchester,
Missouri
| $182K | +$3.5K | +350 | +2% |
|
|
4
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $42K | +$35.2K | +3,521 | +50,300% |
|
|
5
Citigroup
New York
| $33K | +$27.9K | +2,789 | New |
|
|
6
Morgan Stanley
New York
| $32K | +$27.1K | +2,711 | New |
|
7
UBS Group
Zurich,
Switzerland
| $28K | +$18.1K | +1,810 | +366% |
|
8
BlackRock
New York
| $5K | +$1.12K | +112 | +31% |
|
|
RIA
9
Realta Investment Advisors
Wilmington,
Delaware
| $5K | +$4K | +400 | New |
|
10
JP Morgan Chase
New York
| $3K | +$2.16K | +216 | New |
|
|
CIAS
11
Capital Investment Advisory Services
Raleigh,
North Carolina
| $1K | – | – | – |
|
|
IFWM
12
Institute for Wealth Management
Denver,
Colorado
| – | -$100K | -100,000 | Closed |
|
|
PAM
13
Panagora Asset Management
Boston,
Massachusetts
| – | -$11K | -1,258 | Closed |
|
GWGH Hedge Fund Activity: Q1 2019 in Review
11 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in GWG Holdings, Inc (GWGH) for Q1 2019, worth a combined $1.37M — up 447% from $250K a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new GWGH positions and 2 closed out — a net gain of 4 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was Vanguard Group, opening a new position worth an estimated $622K. The largest seller was Institute for Wealth Management, exiting entirely with an estimated $100K sold.
- 11 institutional investors held GWG Holdings, Inc (GWGH) as of Q1 2019, up from 7 in Q4 2018.
- Funds reported $1.37M of GWG Holdings, Inc stock for Q1 2019, up 447% quarter-over-quarter.
- 6 funds opened new GWG Holdings, Inc positions in Q1 2019 and 2 closed out, a net change of +4 holders.
- The largest GWG Holdings, Inc buyer in Q1 2019 was Vanguard Group, an estimated $622K added.
- The largest GWG Holdings, Inc seller in Q1 2019 was Institute for Wealth Management, an estimated $100K sold.
Based on aggregated 13F filings for Q1 2019.