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Mustang Bio
MBIO

60 hedge funds and large institutions have $10.8M invested in Mustang Bio in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 22 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more capital invested

Capital invested by funds: $6.8M → $10.8M (+$4.04M)

0% less ownership

Funds ownership: 0.02% → 0.01% (-0%)

10% less funds holding

Funds holding: 67 → 60 (-7)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

77% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 22

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
60
Holders Change
-7
Holders Change %
-10.45%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
5
Reduced
22
Closed
16
Calls
$25K
Puts
–
Net Calls
+$25K
Net Calls Change
-$4K

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$133K
2
Jane Street
Jane Street
New York
+$64.5K
3
VF
Virtu Financial
New York
+$18.4K
4
TLP
Tri Locum Partners
New York
+$15K
5
MCM
MAI Capital Management
Ohio
+$9.22K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$325K
2
GCP
GSA Capital Partners
United Kingdom
-$262K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$155K
4
E
Ergoteles
New York
-$115K
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$66.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$2K – – –
Bank of America
52
Bank of America
North Carolina
$1.31K – – –
JP Morgan Chase
53
JP Morgan Chase
New York
$1K -$9.9K -29 -91%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
LAM
55
Lakewood Asset Management
Illinois
$1K +$683 +2 New
UBS Group
56
UBS Group
Switzerland
$862 +$683 +2 +200%
Wells Fargo
57
Wells Fargo
California
$818 – – –
OLVIG
58
Oliver Lagore Vanvalin Investment Group
Michigan
$351 – – –
CHA
59
Carmichael Hill & Associates
Maryland
$197 – – –
TF
60
TimeScale Financial
Massachusetts
$141 – – –
Citigroup
61
Citigroup
New York
$34 -$683 -2 Closed
CYG
62
Clean Yield Group
Vermont
$3 – – –
NA
63
NewEdge Advisors
Louisiana
$1 +$1.02K +3 New
Dimensional Fund Advisors
64
Dimensional Fund Advisors
Texas
– -$155K -441 Closed
Barclays
65
Barclays
United Kingdom
– -$30K -86 Closed
Qube Research & Technologies (QRT)
66
Qube Research & Technologies (QRT)
United Kingdom
– -$25K -70 Closed
LP
67
LMR Partners
United Kingdom
– -$17K -47 Closed
Baird Financial Group
68
Baird Financial Group
Wisconsin
– -$15K -43 Closed
EL
69
EMFO LLC
Florida
– -$15K -43 Closed
Balyasny Asset Management
70
Balyasny Asset Management
Illinois
– -$15K -42 Closed
Charles Schwab
71
Charles Schwab
California
– -$15K -42 Closed
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
– -$9K -27 Closed
Ameriprise
73
Ameriprise
Minnesota
– -$8K -22 Closed
AWM
74
Apollon Wealth Management
South Carolina
– -$7K -20 Closed
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
– -$342 -1 Closed
1 2
3

MBIO Hedge Fund Activity: Q4 2022 in Review

60 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Mustang Bio (MBIO) for Q4 2022, worth a combined $10.8M — up 59% from $6.8M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of MBIO and 10 opened new positions — a net loss of 6 holders — while 22 trimmed existing stakes and 5 added.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $133K. The largest seller was BlackRock, cutting an estimated $325K.

  • 60 institutional investors held Mustang Bio (MBIO) as of Q4 2022, down from 67 in Q3 2022.
  • Funds reported $10.8M of Mustang Bio stock for Q4 2022, up 59% quarter-over-quarter.
  • 10 funds opened new Mustang Bio positions in Q4 2022 and 16 closed out, a net change of -6 holders.
  • The largest Mustang Bio buyer in Q4 2022 was HighTower Advisors, an estimated $133K added.
  • The largest Mustang Bio seller in Q4 2022 was BlackRock, an estimated $325K sold.

Based on aggregated 13F filings for Q4 2022.