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MDLY

Medley Management Inc
MDLY

Delisted

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

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25 hedge funds and large institutions have $7.4M invested in Medley Management Inc in 2019 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

19% less funds holding

Funds holding: 31 → 25 (-6)

21% less capital invested

Capital invested by funds: $9.33M → $7.4M (-$1.93M)

86% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 7

Holders
25
Holders Change
-6
Holders Change %
-19.35%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
4
Reduced
4
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Shoals Capital Management
Virginia
+$352K
2
CHAM
Clear Harbor Asset Management
Connecticut
+$167K
3
Renaissance Technologies
Renaissance Technologies
New York
+$70.9K
4
UBS Group
UBS Group
Switzerland
+$25.4K
5
MAM
Meeder Asset Management
Ohio
+$2.23K

Top Sellers

Rank Fund Capital Flow
1
PAM
PVG Asset Management
Colorado
-$800K
2
RA
Rational Advisors
New York
-$296K
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$65K
4
Citigroup
Citigroup
New York
-$59.2K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$35.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1
American Financial Group
Ohio
$1.71M – – –
SCM
2
Springhouse Capital Management
Connecticut
$1.21M – – –
JAM
3
Jacobs Asset Management
New York
$849K – – –
KCM
4
Kingstown Capital Management
New York
$740K – – –
Renaissance Technologies
5
Renaissance Technologies
New York
$630K +$70.9K +2,260 +12%
CHAM
6
Clear Harbor Asset Management
Connecticut
$512K +$167K +5,322 +44%
Vanguard Group
7
Vanguard Group
Pennsylvania
$354K – – –
SCM
8
Shoals Capital Management
Virginia
$332K +$352K +11,200 New
PA
9
PFG Advisors
Arizona
$203K – – –
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$189K – – –
SCM
11
Shelton Capital Management
Colorado
$147K – – –
WFI
12
West Family Investments
California
$118K – – –
Geode Capital Management
13
Geode Capital Management
Massachusetts
$96K – – –
BlackRock
14
BlackRock
New York
$70K -$377 -12 -0.5%
YCM
15
Yakira Capital Management
Connecticut
$55K – – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$38K -$35.9K -1,142 -47%
Northern Trust
17
Northern Trust
Illinois
$35K – – –
UBS Group
18
UBS Group
Switzerland
$33K +$25.4K +808 +264%
SC
19
Southside Capital
Florida
$24K – – –
MAM
20
Meeder Asset Management
Ohio
$20K +$2.23K +71 +12%
Citigroup
21
Citigroup
New York
$9K -$59.2K -1,886 -86%
Wells Fargo
22
Wells Fargo
California
$7K – – –
AG
23
Advisor Group
Arizona
$6K – – –
Bank of America
24
Bank of America
North Carolina
$5K -$753 -24 -13%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$2K – – –
1
2

MDLY Hedge Fund Activity: Q4 2019 in Review

25 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Medley Management Inc (MDLY) for Q4 2019, worth a combined $7.4M — down 21% from $9.33M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of MDLY and 1 opened new positions — a net loss of 6 holders — while 4 trimmed existing stakes and 4 added.

The largest buyer was Shoals Capital Management, opening a new position worth an estimated $352K. The largest seller was PVG Asset Management, exiting entirely with an estimated $800K sold.

  • 25 institutional investors held Medley Management Inc (MDLY) as of Q4 2019, down from 31 in Q3 2019.
  • Funds reported $7.4M of Medley Management Inc stock for Q4 2019, down 21% quarter-over-quarter.
  • 1 fund opened new Medley Management Inc positions in Q4 2019 and 7 closed out, a net change of -6 holders.
  • The largest Medley Management Inc buyer in Q4 2019 was Shoals Capital Management, an estimated $352K added.
  • The largest Medley Management Inc seller in Q4 2019 was PVG Asset Management, an estimated $800K sold.

Based on aggregated 13F filings for Q4 2019.