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GWGH

GWG Holdings, Inc
GWGH

Delisted

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

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23 hedge funds and large institutions have $4.83M invested in GWG Holdings, Inc in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 4

6% more capital invested

Capital invested by funds: $4.55M → $4.83M (+$276K)

0% more funds holding

Funds holding: 23 → 23 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
23
Holders Change
–
Holders Change %
0%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
13
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$77.3K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$51.4K
3
BlackRock
BlackRock
New York
+$32.4K
4
UBS Group
UBS Group
Switzerland
+$19.1K
5
Morgan Stanley
Morgan Stanley
New York
+$17.9K

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$52K
2
MSAM
Moloney Securities Asset Management
Missouri
-$8.16K
3
CIAS
Capital Investment Advisory Services
North Carolina
-$1K
4
Bank of America
Bank of America
North Carolina
-$344
5
AIG
American International Group
New York
-$98
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.45M +$51.4K +5,223 +2%
BlackRock
2
BlackRock
New York
$1.11M +$32.4K +3,297 +3%
Northern Trust
3
Northern Trust
Illinois
$337K +$77.3K +7,852 +30%
State Street
4
State Street
Massachusetts
$222K +$6.76K +687 +3%
MSAM
5
Moloney Securities Asset Management
Missouri
$198K -$8.16K -829 -4%
LSA
6
Lion Street Advisors
Texas
$160K +$160K +16,306 New
Geode Capital Management
7
Geode Capital Management
Massachusetts
$120K -$79 -8 -0.1%
UBS Group
8
UBS Group
Switzerland
$32K +$19.1K +1,943 +150%
Bank of America
9
Bank of America
North Carolina
$30K -$344 -35 -1%
California State Teachers Retirement System (CalSTRS)
10
California State Teachers Retirement System (CalSTRS)
California
$27K – – –
Morgan Stanley
11
Morgan Stanley
New York
$24K +$17.9K +1,820 +309%
New York State Common Retirement Fund
12
New York State Common Retirement Fund
New York
$23K – – –
JP Morgan Chase
13
JP Morgan Chase
New York
$22K +$16.5K +1,673 +281%
Barclays
14
Barclays
United Kingdom
$18K +$8.95K +909 +100%
RIA
15
Realta Investment Advisors
Delaware
$15K – – –
FP
16
Financial Perspectives
Minnesota
$11.8K +$11.8K +1,200 New
AIG
17
American International Group
New York
$11K -$98 -10 -0.9%
Deutsche Bank
18
Deutsche Bank
Germany
$5K +$1.25K +127 +27%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$4.32K +$2.59K +263 +149%
Citigroup
20
Citigroup
New York
$4K +$2.88K +293 +413%
Wells Fargo
21
Wells Fargo
California
$3K +$748 +76 +34%
AIP
22
Ameritas Investment Partners
Nebraska
$2K – – –
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$2K +$59 +6 +4%
Victory Capital Management
24
Victory Capital Management
Texas
– -$52K -5,173 Closed
CIAS
25
Capital Investment Advisory Services
North Carolina
– -$1K -55 Closed

GWGH Hedge Fund Activity: Q4 2019 in Review

23 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in GWG Holdings, Inc (GWGH) for Q4 2019, worth a combined $4.83M — up 6.1% from $4.55M a quarter earlier.

Fund positioning in GWGH was balanced in Q4 2019: 2 funds opened new positions, 2 closed out, 13 added to existing stakes and 4 trimmed.

The largest buyer was Northern Trust, adding an estimated $77.3K. The largest seller was Victory Capital Management, exiting entirely with an estimated $52K sold.

  • 23 institutional investors held GWG Holdings, Inc (GWGH) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $4.83M of GWG Holdings, Inc stock for Q4 2019, up 6.1% quarter-over-quarter.
  • 2 funds opened new GWG Holdings, Inc positions in Q4 2019 and 2 closed out, a net change of 0 holders.
  • The largest GWG Holdings, Inc buyer in Q4 2019 was Northern Trust, an estimated $77.3K added.
  • The largest GWG Holdings, Inc seller in Q4 2019 was Victory Capital Management, an estimated $52K sold.

Based on aggregated 13F filings for Q4 2019.