Marygold Companies
MGLD
6 hedge funds and large institutions have $220K invested in Marygold Companies in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 3 closing their positions.
18% more capital invested
Capital invested by funds: $187K → $220K (+$33.4K)
0% more ownership
Funds ownership: 0.32% → 0.32% (+0%)
33% less funds holding
Funds holding: 9 → 6 (-3)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$2.5K |
| 2 |
BlackRock
New York
|
+$1.83K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3.42K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$1K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$28 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Bridgeway Capital Management
Houston,
Texas
| $81.4K | – | – | – |
|
2
Stifel Financial
St. Louis,
Missouri
| $70.8K | – | – | – |
|
|
3
BlackRock
New York
| $59K | +$1.83K | +1,080 | +3% |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $9K | +$2.5K | +1,477 | +43% |
|
|
5
Wells Fargo
San Francisco,
California
| $92 | +$2 | +1 | +2% |
|
|
WIM
6
Westside Investment Management
Santa Monica,
California
| $12 | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$3.42K | -2,277 | Closed |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| – | -$1K | -26 | Closed |
|
|
9
Bank of America
Charlotte,
North Carolina
| – | -$28 | -18 | Closed |
|
MGLD Hedge Fund Activity: Q1 2023 in Review
6 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Marygold Companies (MGLD) for Q1 2023, worth a combined $220K — up 18% from $187K a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of MGLD and 0 opened new positions — a net loss of 3 holders — while 0 trimmed existing stakes and 3 added.
The largest buyer was Tower Research Capital (TRC), adding an estimated $2.5K. The largest seller was UBS Group, exiting entirely with an estimated $3.42K sold.
- 6 institutional investors held Marygold Companies (MGLD) as of Q1 2023, down from 9 in Q4 2022.
- Funds reported $220K of Marygold Companies stock for Q1 2023, up 18% quarter-over-quarter.
- 0 funds opened new Marygold Companies positions in Q1 2023 and 3 closed out, a net change of -3 holders.
- The largest Marygold Companies buyer in Q1 2023 was Tower Research Capital (TRC), an estimated $2.5K added.
- The largest Marygold Companies seller in Q1 2023 was UBS Group, an estimated $3.42K sold.
Based on aggregated 13F filings for Q1 2023.