We are live on ! Find out more
MDLY

Medley Management Inc
MDLY

Delisted

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

Back to rankings

50 hedge funds and large institutions have $20.7M invested in Medley Management Inc in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

4% less funds holding

Funds holding: 52 → 50 (-2)

8% less capital invested

Capital invested by funds: $22.5M → $20.7M (-$1.82M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
50
Holders Change
-2
Holders Change %
-3.85%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
Ativo Capital Management
Illinois
+$920K
2
JAM
Jacobs Asset Management
New York
+$569K
3
CAS
Cue Advisory Services
Arizona
+$115K
4
Wells Fargo
Wells Fargo
California
+$107K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$102K

Top Sellers

Rank Fund Capital Flow
1
BCM
Bridgeway Capital Management
Texas
-$248K
2
Renaissance Technologies
Renaissance Technologies
New York
-$126K
3
SRAM
Stone Ridge Asset Management
New York
-$125K
4
Deutsche Bank
Deutsche Bank
Germany
-$118K
5
Goldman Sachs
Goldman Sachs
New York
-$79K
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
26
Bard Associates
Illinois
$86K – – –
Morgan Stanley
27
Morgan Stanley
New York
$83K -$33.5K -525 -26%
Charles Schwab
28
Charles Schwab
California
$83K – – –
Citadel Advisors
29
Citadel Advisors
Florida
$72K +$80.3K +1,258 New
IAMOG
30
Investors Asset Management of Georgia
Georgia
$57K – – –
California State Teachers Retirement System (CalSTRS)
31
California State Teachers Retirement System (CalSTRS)
California
$54K – – –
Parallax Volatility Advisers
32
Parallax Volatility Advisers
California
$52K -$894 -14 -1%
Deutsche Bank
33
Deutsche Bank
Germany
$36K -$118K -1,845 -74%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$31K – – –
Bank of America
35
Bank of America
North Carolina
$27K +$26K +407 +550%
AIG
36
American International Group
New York
$19K -$1.15K -18 -5%
CIBC Private Wealth Group
37
CIBC Private Wealth Group
Georgia
$16K +$17.9K +281 New
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$13K -$3.32K -52 -19%
AG
39
Advisor Group
Arizona
$7K – – –
QCG
40
Quadrant Capital Group
Ohio
$7K – – –
UBS Group
41
UBS Group
Switzerland
$7K +$6.51K +102 +352%
Barclays
42
Barclays
United Kingdom
$6K +$894 +14 +15%
TRCT
43
Tower Research Capital (TRC)
New York
$6K +$5.75K +90 +818%
Legal & General Group
44
Legal & General Group
United Kingdom
$5K – – –
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$4.55K +$128 +2 +3%
AIP
47
Ameritas Investment Partners
Nebraska
$3K – – –
JP Morgan Chase
48
JP Morgan Chase
New York
$2K -$17.6K -276 -87%
SEI Investments
49
SEI Investments
Pennsylvania
$1K – – –
SRAM
50
Stone Ridge Asset Management
New York
– -$125K -1,930 Closed
1
2
3

MDLY Hedge Fund Activity: Q1 2018 in Review

50 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Medley Management Inc (MDLY) for Q1 2018, worth a combined $20.7M — down 8.1% from $22.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of MDLY and 5 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 14 added.

The largest buyer was Ativo Capital Management, opening a new position worth an estimated $920K. The largest seller was Bridgeway Capital Management, cutting an estimated $248K.

  • 50 institutional investors held Medley Management Inc (MDLY) as of Q1 2018, down from 52 in Q4 2017.
  • Funds reported $20.7M of Medley Management Inc stock for Q1 2018, down 8.1% quarter-over-quarter.
  • 5 funds opened new Medley Management Inc positions in Q1 2018 and 7 closed out, a net change of -2 holders.
  • The largest Medley Management Inc buyer in Q1 2018 was Ativo Capital Management, an estimated $920K added.
  • The largest Medley Management Inc seller in Q1 2018 was Bridgeway Capital Management, an estimated $248K sold.

Based on aggregated 13F filings for Q1 2018.