Marygold Companies
MGLD
10 hedge funds and large institutions have $178K invested in Marygold Companies in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
25% more funds holding
Funds holding: 8 → 10 (+2)
0.05% less ownership
Funds ownership: 0.41% → 0.36% (-0.05%)
21% less capital invested
Capital invested by funds: $224K → $178K (-$46K)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.28K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.67K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$269 |
| 4 |
Wells Fargo
San Francisco,
California
|
+$75 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$18K |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$9.87K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.53K |
| 4 |
BlackRock
New York
|
-$1.35K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Stifel Financial
St. Louis,
Missouri
| $69K | -$9.87K | -6,595 | -11% |
|
|
BCM
2
Bridgeway Capital Management
Houston,
Texas
| $58K | – | – | – |
|
|
3
BlackRock
New York
| $36K | -$1.35K | -900 | -3% |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $7K | +$1.67K | +1,113 | +23% |
|
|
5
Morgan Stanley
New York
| $4K | +$4.28K | +2,861 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $3K | -$3.53K | -2,362 | -52% |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| $1K | – | – | – |
|
|
8
Millennium Management
New York
| – | -$18K | -13,066 | Closed |
|
|
9
Wells Fargo
San Francisco,
California
| – | +$75 | +50 | New |
|
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$269 | +180 | New |
|
MGLD Hedge Fund Activity: Q3 2022 in Review
10 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Marygold Companies (MGLD) for Q3 2022, worth a combined $178K — down 21% from $224K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MGLD positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $4.28K. The largest seller was Millennium Management, exiting entirely with an estimated $18K sold.
- 10 institutional investors held Marygold Companies (MGLD) as of Q3 2022, up from 8 in Q2 2022.
- Funds reported $178K of Marygold Companies stock for Q3 2022, down 21% quarter-over-quarter.
- 3 funds opened new Marygold Companies positions in Q3 2022 and 1 closed out, a net change of +2 holders.
- The largest Marygold Companies buyer in Q3 2022 was Morgan Stanley, an estimated $4.28K added.
- The largest Marygold Companies seller in Q3 2022 was Millennium Management, an estimated $18K sold.
Based on aggregated 13F filings for Q3 2022.