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GWGH

GWG Holdings, Inc
GWGH

Delisted

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

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18 hedge funds and large institutions have $2.19M invested in GWG Holdings, Inc in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more capital invested

Capital invested by funds: $1.75M → $2.19M (+$446K)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

5% less funds holding

Funds holding: 19 → 18 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
6CM
683 Capital Management
New York
+$349K
2
MSAM
Moloney Securities Asset Management
Missouri
+$163K
3
AFP
Ausdal Financial Partners
Iowa
+$9.47K
4
Osaic Holdings
Osaic Holdings
Arizona
+$9.3K
5
UBS Group
UBS Group
Switzerland
+$8.53K

Top Sellers

Rank Fund Capital Flow
1
HF
HRT Financial
New York
-$125K
2
Millennium Management
Millennium Management
New York
-$5.81K
3
Barclays
Barclays
United Kingdom
-$3K
4
EMG
ETF Managers Group
New Jersey
-$3K
5
SWM
Spire Wealth Management
Virginia
-$2.47K
Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
1
Moloney Securities Asset Management
Missouri
$885K +$163K +17,549 +25%
6CM
2
683 Capital Management
New York
$375K +$349K +37,561 New
Millennium Management
3
Millennium Management
New York
$273K -$5.81K -625 -2%
AFP
4
Ausdal Financial Partners
Iowa
$252K +$9.47K +1,019 +4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$135K – – –
KIG
6
Kowal Investment Group
Wisconsin
$116K – – –
BlackRock
7
BlackRock
New York
$86K +$1.95K +210 +2%
Morgan Stanley
8
Morgan Stanley
New York
$16K -$428 -46 -3%
FP
9
Financial Perspectives
Minnesota
$12K – – –
UBS Group
10
UBS Group
Switzerland
$10K +$8.53K +917 +1,054%
Osaic Holdings
11
Osaic Holdings
Arizona
$10K +$9.3K +1,000 New
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$9.08K -$186 -20 -2%
Optiver Holding
13
Optiver Holding
Netherlands
$5K – – –
JP Morgan Chase
14
JP Morgan Chase
New York
$5K +$4.94K +531 +53,100%
SWM
15
Spire Wealth Management
Virginia
$3K -$2.47K -266 -50%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1K – – –
Bank of America
17
Bank of America
North Carolina
$1K +$1.09K +117 New
HF
18
HRT Financial
New York
– -$125K -12,592 Closed
EMG
19
ETF Managers Group
New Jersey
– -$3K -301 Closed
Barclays
20
Barclays
United Kingdom
– -$3K -289 Closed

GWGH Hedge Fund Activity: Q4 2021 in Review

18 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in GWG Holdings, Inc (GWGH) for Q4 2021, worth a combined $2.19M — up 25% from $1.75M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of GWGH and 3 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 5 added.

The largest buyer was 683 Capital Management, opening a new position worth an estimated $349K. The largest seller was HRT Financial, exiting entirely with an estimated $125K sold.

  • 18 institutional investors held GWG Holdings, Inc (GWGH) as of Q4 2021, down from 19 in Q3 2021.
  • Funds reported $2.19M of GWG Holdings, Inc stock for Q4 2021, up 25% quarter-over-quarter.
  • 3 funds opened new GWG Holdings, Inc positions in Q4 2021 and 4 closed out, a net change of -1 holder.
  • The largest GWG Holdings, Inc buyer in Q4 2021 was 683 Capital Management, an estimated $349K added.
  • The largest GWG Holdings, Inc seller in Q4 2021 was HRT Financial, an estimated $125K sold.

Based on aggregated 13F filings for Q4 2021.