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IZEA Worldwide
IZEA

15 hedge funds and large institutions have $560K invested in IZEA Worldwide in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

2.01% less ownership

Funds ownership: 3.19% → 1.18% (-2%)

6% less funds holding

Funds holding: 16 → 15 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

77% less capital invested

Capital invested by funds: $2.45M → $560K (-$1.89M)

Holders
15
Holders Change
-1
Holders Change %
-6.25%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
4
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OAM
Oxford Asset Management
United Kingdom
+$26.4K
2
SS
Simplicity Solutions
Minnesota
+$26K
3
TSS
Two Sigma Securities
New York
+$23.7K
4
Citadel Advisors
Citadel Advisors
Florida
+$15.1K
5
AWM
AE Wealth Management
Kansas
+$4.28K

Top Sellers

Rank Fund Capital Flow
1
AIC
AWM Investment Company
New York
-$817K
2
PCM
Perkins Capital Management
Minnesota
-$606K
3
MA
MYDA Advisors
New York
-$127K
4
Northern Trust
Northern Trust
Illinois
-$24K
5
Macquarie Group
Macquarie Group
Australia
-$11K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1
Perkins Capital Management
Minnesota
$311K -$606K -104,486 -57%
Vanguard Group
2
Vanguard Group
Pennsylvania
$91K – – –
CC
3
Cannell & Co
New York
$33K -$4.89K -843 -9%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$24K – – –
AWM
5
AE Wealth Management
Kansas
$18K +$4.28K +738 +20%
SS
6
Simplicity Solutions
Minnesota
$18K +$26K +4,488 New
OAM
7
Oxford Asset Management
United Kingdom
$18K +$26.4K +4,555 New
TSS
8
Two Sigma Securities
New York
$16K +$23.7K +4,084 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$11K – – –
Citadel Advisors
10
Citadel Advisors
Florida
$10K +$15.1K +2,606 New
BlackRock
11
BlackRock
New York
$5K +$835 +144 +13%
APA
12
American Portfolios Advisors
New York
$2.94K +$3.99K +687 +1,090%
Bank of America
13
Bank of America
North Carolina
$2K +$209 +36 +6%
AIC
14
AWM Investment Company
New York
– -$817K -128,507 Closed
MA
15
MYDA Advisors
New York
– -$127K -20,000 Closed
Northern Trust
16
Northern Trust
Illinois
– -$24K -3,761 Closed
Macquarie Group
17
Macquarie Group
Australia
– -$11K -1,667 Closed
UBS Group
18
UBS Group
Switzerland
– -$1K -202 Closed
Deutsche Bank
19
Deutsche Bank
Germany
– -$104 -18 -72%

IZEA Hedge Fund Activity: Q4 2018 in Review

15 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in IZEA Worldwide (IZEA) for Q4 2018, worth a combined $560K — down 77% from $2.45M a quarter earlier.

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

The largest buyer was Oxford Asset Management, opening a new position worth an estimated $26.4K. The largest seller was AWM Investment Company, exiting entirely with an estimated $817K sold.

  • 15 institutional investors held IZEA Worldwide (IZEA) as of Q4 2018, down from 16 in Q3 2018.
  • Funds reported $560K of IZEA Worldwide stock for Q4 2018, down 77% quarter-over-quarter.
  • 4 funds opened new IZEA Worldwide positions in Q4 2018 and 5 closed out, a net change of -1 holder.
  • The largest IZEA Worldwide buyer in Q4 2018 was Oxford Asset Management, an estimated $26.4K added.
  • The largest IZEA Worldwide seller in Q4 2018 was AWM Investment Company, an estimated $817K sold.

Based on aggregated 13F filings for Q4 2018.