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MDLY

Medley Management Inc
MDLY

Delisted

MDLY was delisted on the 6th of July, 2021.

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44 hedge funds and large institutions have $33.2M invested in Medley Management Inc in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

4% less funds holding

Funds holding: 46 → 44 (-2)

17% less capital invested

Capital invested by funds: $39.9M → $33.2M (-$6.71M)

Holders
44
Holders Change
-2
Holders Change %
-4.35%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.22M
2
WFI
West Family Investments
California
+$376K
3
VKH
Virtu KCG Holdings
New York
+$135K
4
Renaissance Technologies
Renaissance Technologies
New York
+$119K
5
State Street
State Street
Massachusetts
+$117K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$580K
2
AIM
Acrospire Investment Management
Illinois
-$222K
3
BCM
Bridgeway Capital Management
Texas
-$162K
4
Goldman Sachs
Goldman Sachs
New York
-$130K
5
Morgan Stanley
Morgan Stanley
New York
-$107K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
26
Acrospire Investment Management
Illinois
$117K -$222K -2,369 -63%
ZIM
27
ZPR Investment Management
Florida
$103K +$117K +1,247 New
California State Teachers Retirement System (CalSTRS)
28
California State Teachers Retirement System (CalSTRS)
California
$98K -$937 -10 -0.8%
Citigroup
29
Citigroup
New York
$90K -$20.2K -216 -17%
TA
30
Teachers Advisors
New York
$72K – – –
Morgan Stanley
31
Morgan Stanley
New York
$64K -$107K -1,143 -60%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$45K – – –
AIG
33
American International Group
New York
$29K +$2.16K +23 +7%
NFA
34
Nationwide Fund Advisors
Ohio
$27K -$10.8K -115 -26%
UBS Group
35
UBS Group
Switzerland
$20K +$13.5K +144 +155%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$19K – – –
TRCT
37
Tower Research Capital (TRC)
New York
$16K +$17.7K +189 New
QCG
38
Quadrant Capital Group
Ohio
$11K – – –
Bank of America
39
Bank of America
North Carolina
$8K +$2.16K +23 +29%
Legal & General Group
40
Legal & General Group
United Kingdom
$7K – – –
AIP
41
Ameritas Investment Partners
Nebraska
$4K +$4.87K +52 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$2K -$562 -6 -18%
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
Barclays
44
Barclays
United Kingdom
$1K +$1.22K +13 +325%
Goldman Sachs
45
Goldman Sachs
New York
– -$130K -1,312 Closed
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
– -$2.15K -22 Closed
1
2

MDLY Hedge Fund Activity: Q1 2017 in Review

44 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Medley Management Inc (MDLY) for Q1 2017, worth a combined $33.2M — down 17% from $39.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MDLY positions and 2 closed out — a net gain of 3 holders — while 14 added to existing stakes and 14 trimmed.

The largest buyer was BlackRock, adding an estimated $3.22M. The largest seller was Wells Fargo, cutting an estimated $580K.

  • 44 institutional investors held Medley Management Inc (MDLY) as of Q1 2017, down from 46 in Q4 2016.
  • Funds reported $33.2M of Medley Management Inc stock for Q1 2017, down 17% quarter-over-quarter.
  • 5 funds opened new Medley Management Inc positions in Q1 2017 and 2 closed out, a net change of +3 holders.
  • The largest Medley Management Inc buyer in Q1 2017 was BlackRock, an estimated $3.22M added.
  • The largest Medley Management Inc seller in Q1 2017 was Wells Fargo, an estimated $580K sold.

Based on aggregated 13F filings for Q1 2017.