Marygold Companies
MGLD
9 hedge funds and large institutions have $187K invested in Marygold Companies in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
5% more capital invested
Capital invested by funds: $178K → $187K (+$8.93K)
0.04% less ownership
Funds ownership: 0.36% → 0.32% (-0.04%)
10% less funds holding
Funds holding: 10 → 9 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$4.08K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$148 |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$23 |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$19.4K |
| 2 |
Morgan Stanley
New York
|
-$4K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$3.25K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Bridgeway Capital Management
Houston,
Texas
| $69K | – | – | – |
|
|
2
Stifel Financial
St. Louis,
Missouri
| $60K | -$19.4K | -15,000 | -27% |
|
|
3
BlackRock
New York
| $48.4K | +$4.08K | +3,151 | +11% |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $5K | -$3.25K | -2,509 | -42% |
|
|
5
UBS Group
Zurich,
Switzerland
| $3.42K | +$148 | +114 | +5% |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $1K | – | – | – |
|
|
7
Wells Fargo
San Francisco,
California
| $77 | +$1 | +1 | +2% |
|
|
8
Bank of America
Charlotte,
North Carolina
| $28 | +$23 | +18 | New |
|
|
9
Morgan Stanley
New York
| – | -$4K | -2,861 | Closed |
|
MGLD Hedge Fund Activity: Q4 2022 in Review
9 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Marygold Companies (MGLD) for Q4 2022, worth a combined $187K — up 5% from $178K a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of MGLD and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 3 added.
The largest buyer was BlackRock, adding an estimated $4.08K. The largest seller was Stifel Financial, cutting an estimated $19.4K.
- 9 institutional investors held Marygold Companies (MGLD) as of Q4 2022, down from 10 in Q3 2022.
- Funds reported $187K of Marygold Companies stock for Q4 2022, up 5% quarter-over-quarter.
- 1 fund opened new Marygold Companies positions in Q4 2022 and 2 closed out, a net change of -1 holder.
- The largest Marygold Companies buyer in Q4 2022 was BlackRock, an estimated $4.08K added.
- The largest Marygold Companies seller in Q4 2022 was Stifel Financial, an estimated $19.4K sold.
Based on aggregated 13F filings for Q4 2022.