Medalist Diversified Inc
MDRR
8 hedge funds and large institutions have $369K invested in Medalist Diversified Inc in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
52% more capital invested
Capital invested by funds: $242K → $369K (+$127K)
14% more funds holding
Funds holding: 7 → 8 (+1)
0.07% more ownership
Funds ownership: 0.08% → 0.15% (+0.07%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$175K |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$39.7K |
| 3 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
+$15.1K |
| 4 |
Nisa Investment Advisors
St. Louis,
Missouri
|
+$827 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kanawha Capital Management
Richmond,
Virginia
|
-$25.1K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$8.46K |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $152K | +$175K | +2,749 | New |
|
2
Vanguard Group
Malvern,
Pennsylvania
| $77K | – | – | – |
|
|
MSAM
3
Moloney Securities Asset Management
Manchester,
Missouri
| $55K | +$15.1K | +237 | +31% |
|
|
KCM
4
Kanawha Capital Management
Richmond,
Virginia
| $46K | -$25.1K | -394 | -32% |
|
|
UCFA
5
United Capital Financial Advisors
Irving,
Texas
| $35K | +$39.7K | +625 | New |
|
|
6
Nisa Investment Advisors
St. Louis,
Missouri
| $3K | +$827 | +13 | +36% |
|
|
7
UBS Group
Zurich,
Switzerland
| $1K | -$8.46K | -133 | -87% |
|
|
8
Victory Capital Management
San Antonio,
Texas
| – | -$1K | -22 | Closed |
|
MDRR Hedge Fund Activity: Q4 2019 in Review
8 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Medalist Diversified Inc (MDRR) for Q4 2019, worth a combined $369K — up 52% from $242K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MDRR positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, opening a new position worth an estimated $175K. The largest seller was Kanawha Capital Management, cutting an estimated $25.1K.
- 8 institutional investors held Medalist Diversified Inc (MDRR) as of Q4 2019, up from 7 in Q3 2019.
- Funds reported $369K of Medalist Diversified Inc stock for Q4 2019, up 52% quarter-over-quarter.
- 2 funds opened new Medalist Diversified Inc positions in Q4 2019 and 1 closed out, a net change of +1 holder.
- The largest Medalist Diversified Inc buyer in Q4 2019 was Northwestern Mutual Wealth Management, an estimated $175K added.
- The largest Medalist Diversified Inc seller in Q4 2019 was Kanawha Capital Management, an estimated $25.1K sold.
Based on aggregated 13F filings for Q4 2019.