Marygold Companies
MGLD
7 hedge funds and large institutions have $135K invested in Marygold Companies in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
17% more funds holding
Funds holding: 6 → 7 (+1)
0% less ownership
Funds ownership: 0.32% → 0.31% (-0%)
39% less capital invested
Capital invested by funds: $220K → $135K (-$85.6K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$49.6K |
| 2 |
BlackRock
New York
|
+$6.29K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.08K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$529 |
| 5 |
Wells Fargo
San Francisco,
California
|
+$3 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$70.8K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.32K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Bridgeway Capital Management
Houston,
Texas
| $86.9K | +$49.6K | +33,767 | +73% |
|
|
2
BlackRock
New York
| $41K | +$6.29K | +4,286 | +13% |
|
|
TRCT
3
Tower Research Capital (TRC)
New York
| $3.65K | -$2.32K | -1,578 | -32% |
|
|
4
UBS Group
Zurich,
Switzerland
| $3.03K | +$4.08K | +2,780 | New |
|
|
5
Wells Fargo
San Francisco,
California
| $59 | +$3 | +2 | +4% |
|
|
WIM
6
Westside Investment Management
Santa Monica,
California
| $8 | – | – | – |
|
|
7
Stifel Financial
St. Louis,
Missouri
| – | -$70.8K | -40,000 | Closed |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$529 | +360 | New |
|
MGLD Hedge Fund Activity: Q2 2023 in Review
7 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Marygold Companies (MGLD) for Q2 2023, worth a combined $135K — down 39% from $220K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MGLD positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Bridgeway Capital Management, adding an estimated $49.6K. The largest seller was Stifel Financial, exiting entirely with an estimated $70.8K sold.
- 7 institutional investors held Marygold Companies (MGLD) as of Q2 2023, up from 6 in Q1 2023.
- Funds reported $135K of Marygold Companies stock for Q2 2023, down 39% quarter-over-quarter.
- 2 funds opened new Marygold Companies positions in Q2 2023 and 1 closed out, a net change of +1 holder.
- The largest Marygold Companies buyer in Q2 2023 was Bridgeway Capital Management, an estimated $49.6K added.
- The largest Marygold Companies seller in Q2 2023 was Stifel Financial, an estimated $70.8K sold.
Based on aggregated 13F filings for Q2 2023.