We are live on ! Find out more
IZEA icon

IZEA Worldwide

24 hedge funds and large institutions have $3.91M invested in IZEA Worldwide in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more call options, than puts

Call options by funds: $5K | Put options by funds: $1K

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

32% more capital invested

Capital invested by funds: $2.97M → $3.91M (+$941K)

4% more funds holding

Funds holding: 2324 (+1)

1.4% more ownership

Funds ownership: 9.55%10.95% (+1.4%)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
7
Closed
2
Calls
$5K
Puts
$1K
Net Calls
+$4K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.45M +$51.3K +25,198 +4%
GKFF
2
George Kaiser Family Foundation
Oklahoma
$722K +$636K +312,554 New
BlackRock
3
BlackRock
New York
$451K -$2 -1 -0%
FCC
4
Flower City Capital
New York
$343K -$169K -82,995 -36%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$339K +$2.73K +1,341 +0.9%
Renaissance Technologies
6
Renaissance Technologies
New York
$161K +$22K +10,800 +18%
State Street
7
State Street
Massachusetts
$119K
Northern Trust
8
Northern Trust
Illinois
$72.8K
CS
9
Cannell & Spears
New York
$57.8K +$50.8K +25,000 New
PVI
10
Pine Valley Investments
New Jersey
$49.6K
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$33.3K -$48.5K -23,867 -62%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$24.5K -$27.6K -13,549 -56%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$24K +$11.8K +5,813 +133%
Morgan Stanley
14
Morgan Stanley
New York
$22.2K -$26.4K -12,959 -57%
Osaic Holdings
15
Osaic Holdings
Arizona
$15.7K
UBS Group
16
UBS Group
Switzerland
$15K +$11.3K +5,571 +615%
TRCT
17
Tower Research Capital (TRC)
New York
$5.5K -$4.89K -2,404 -50%
Wells Fargo
18
Wells Fargo
California
$4.28K +$3.52K +1,733 +1,469%
CA
19
Clearstead Advisors
Ohio
$1.92K
JP Morgan Chase
20
JP Morgan Chase
New York
$478 -$16 -8 -4%
IA
21
IFP Advisors
Florida
$476
Fidelity Investments
22
Fidelity Investments
Massachusetts
$60 +$53 +26 New
Citigroup
23
Citigroup
New York
$23 +$20 +10 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
-$21.1K -10,507 Closed
Bank of America
25
Bank of America
North Carolina
-$18 -9 Closed

IZEA Hedge Fund Activity: Q1 2024 in Review

24 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in IZEA Worldwide (IZEA) for Q1 2024, worth a combined $3.91M — up 32% from $2.97M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IZEA positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 7 trimmed.

The largest buyer was George Kaiser Family Foundation, opening a new position worth an estimated $636K. The largest seller was Flower City Capital, cutting an estimated $169K.

  • 24 institutional investors held IZEA Worldwide (IZEA) as of Q1 2024, up from 23 in Q4 2023.
  • Funds reported $3.91M of IZEA Worldwide stock for Q1 2024, up 32% quarter-over-quarter.
  • 5 funds opened new IZEA Worldwide positions in Q1 2024 and 2 closed out, a net change of +3 holders.
  • The largest IZEA Worldwide buyer in Q1 2024 was George Kaiser Family Foundation, an estimated $636K added.
  • The largest IZEA Worldwide seller in Q1 2024 was Flower City Capital, an estimated $169K sold.

Based on aggregated 13F filings for Q1 2024.