IZEA Worldwide
IZEA
32 hedge funds and large institutions have $5.3M invested in IZEA Worldwide in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 15 reducing their positions, and 9 closing their positions.
0.39% less ownership
Funds ownership: 2.76% → 2.37% (-0.39%)
18% less funds holding
Funds holding: 39 → 32 (-7)
40% less call options, than puts
Call options by funds: $43K | Put options by funds: $72K
53% less capital invested
Capital invested by funds: $11.3M → $5.3M (-$6.04M)
67% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 15
78% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$285K |
| 2 |
KCIA
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
|
+$84.3K |
| 3 |
CCS
Concentric Capital Strategies
Stamford,
Connecticut
|
+$37.7K |
| 4 |
Charles Schwab
San Francisco,
California
|
+$37.1K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$31K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$523K |
| 2 |
Millennium Management
New York
|
-$247K |
| 3 |
Renaissance Technologies
New York
|
-$207K |
| 4 |
LP
LMR Partners
London,
United Kingdom
|
-$119K |
| 5 |
CAC
Certified Advisory Corp
Altamonte Springs,
Florida
|
-$110K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $9K | +$1.08K | +250 | +11% |
|
|
APA
27
American Portfolios Advisors
Holbrook,
New York
| $2.69K | – | – | – |
|
|
CA
28
Clearstead Advisors
Cleveland,
Ohio
| $2K | – | – | – |
|
29
Citigroup
New York
| $1K | -$68.7K | -15,962 | -98% |
|
|
LP
30
LMR Partners
London,
United Kingdom
| – | -$119K | -17,990 | Closed |
|
|
CAC
31
Certified Advisory Corp
Altamonte Springs,
Florida
| – | -$110K | -16,604 | Closed |
|
|
KCM
32
Kennedy Capital Management
St Louis,
Missouri
| – | -$42K | -6,325 | Closed |
|
33
Simplex Trading
Chicago,
Illinois
| – | -$14.1K | -3,272 | Closed |
|
34
UBS Group
Zurich,
Switzerland
| – | -$12K | -1,877 | Closed |
|
|
TRCT
35
Tower Research Capital (TRC)
New York
| – | -$8K | -1,171 | Closed |
|
|
AIM
36
Anchor Investment Management
Columbia,
South Carolina
| – | -$2.53K | -382 | Closed |
|
37
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$2K | -364 | Closed |
|
|
PFS
38
Prospera Financial Services
Dallas,
Texas
| – | -$1K | -213 | Closed |
|
39
Wells Fargo
San Francisco,
California
| – | -$52 | -12 | -10% |
|
IZEA Hedge Fund Activity: Q2 2022 in Review
32 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in IZEA Worldwide (IZEA) for Q2 2022, worth a combined $5.3M — down 53% from $11.3M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of IZEA and 2 opened new positions — a net loss of 7 holders — while 15 trimmed existing stakes and 5 added.
The largest buyer was Vanguard Group, adding an estimated $285K. The largest seller was Morgan Stanley, cutting an estimated $523K.
- 32 institutional investors held IZEA Worldwide (IZEA) as of Q2 2022, down from 39 in Q1 2022.
- Funds reported $5.3M of IZEA Worldwide stock for Q2 2022, down 53% quarter-over-quarter.
- 2 funds opened new IZEA Worldwide positions in Q2 2022 and 9 closed out, a net change of -7 holders.
- The largest IZEA Worldwide buyer in Q2 2022 was Vanguard Group, an estimated $285K added.
- The largest IZEA Worldwide seller in Q2 2022 was Morgan Stanley, an estimated $523K sold.
Based on aggregated 13F filings for Q2 2022.