IZEA Worldwide
IZEA
14 hedge funds and large institutions have $716K invested in IZEA Worldwide in 2020 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 3 closing their positions.
0.03% less ownership
Funds ownership: 2.62% → 2.59% (-0.03%)
13% less funds holding
Funds holding: 16 → 14 (-2)
16% less capital invested
Capital invested by funds: $855K → $716K (-$139K)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$9.13K |
| 2 |
BlackRock
New York
|
+$148 |
| 3 |
Wells Fargo
San Francisco,
California
|
+$44 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.97K |
| 4 |
AIC
AWM Investment Company
New York
|
-$2.59K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIC
1
AWM Investment Company
New York
| $454K | -$2.59K | -2,500 | -0.4% |
|
|
PCM
2
Perkins Capital Management
Wayzata,
Minnesota
| $194K | – | – | – |
|
3
Vanguard Group
Malvern,
Pennsylvania
| $19K | – | – | – |
|
|
BFM
4
Boothbay Fund Management
New York
| $12K | – | – | – |
|
|
CLOS
5
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| $8K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $7K | -$2.97K | -2,864 | -25% |
|
|
7
Northern Trust
Chicago,
Illinois
| $7K | +$9.13K | +8,815 | New |
|
|
AWM
8
AE Wealth Management
Topeka,
Kansas
| $5K | – | – | – |
|
9
Geode Capital Management
Boston,
Massachusetts
| $4K | – | – | – |
|
|
SRC
10
Shufro Rose & Co
New York
| $4K | – | – | – |
|
|
11
BlackRock
New York
| $1K | +$148 | +143 | +9% |
|
|
APA
12
American Portfolios Advisors
Holbrook,
New York
| $600 | – | – | – |
|
|
13
Bank of America
Charlotte,
North Carolina
| – | -$5K | -5,420 | Closed |
|
|
14
Citadel Advisors
Miami,
Florida
| – | -$3K | -3,467 | Closed |
|
|
15
Wells Fargo
San Francisco,
California
| – | +$44 | +42 | New |
|
IZEA Hedge Fund Activity: Q1 2020 in Review
14 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in IZEA Worldwide (IZEA) for Q1 2020, worth a combined $716K — down 16% from $855K a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of IZEA and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 1 added.
The largest buyer was Northern Trust, opening a new position worth an estimated $9.13K. The largest seller was Bank of America, exiting entirely with an estimated $5K sold.
- 14 institutional investors held IZEA Worldwide (IZEA) as of Q1 2020, down from 16 in Q4 2019.
- Funds reported $716K of IZEA Worldwide stock for Q1 2020, down 16% quarter-over-quarter.
- 2 funds opened new IZEA Worldwide positions in Q1 2020 and 3 closed out, a net change of -1 holder.
- The largest IZEA Worldwide buyer in Q1 2020 was Northern Trust, an estimated $9.13K added.
- The largest IZEA Worldwide seller in Q1 2020 was Bank of America, an estimated $5K sold.
Based on aggregated 13F filings for Q1 2020.