Marygold Companies
MGLD
10 hedge funds and large institutions have $181K invested in Marygold Companies in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 0 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
43% more funds holding
Funds holding: 7 → 10 (+3)
39% more capital invested
Capital invested by funds: $130K → $181K (+$50.9K)
0.13% more ownership
Funds ownership: 0.31% → 0.43% (+0.13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
+$55.8K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$127 |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$31 |
| 4 |
JP Morgan Chase
New York
|
+$13 |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.36K |
| 2 |
BlackRock
New York
|
-$459 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Bridgeway Capital Management
Houston,
Texas
| $84.6K | – | – | – |
|
|
2
Geode Capital Management
Boston,
Massachusetts
| $54.9K | +$55.8K | +51,838 | New |
|
|
3
BlackRock
New York
| $37.9K | -$459 | -426 | -1% |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $3.46K | -$1.36K | -1,262 | -28% |
|
|
5
Bank of America
Charlotte,
North Carolina
| $125 | +$127 | +118 | New |
|
6
Wells Fargo
San Francisco,
California
| $61 | +$3 | +3 | +5% |
|
|
7
JP Morgan Chase
New York
| $22 | +$13 | +12 | +133% |
|
|
WIM
8
Westside Investment Management
Santa Monica,
California
| $7 | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $3 | +$3 | +3 | New |
|
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$31 | +29 | +11% |
|
MGLD Hedge Fund Activity: Q4 2023 in Review
10 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Marygold Companies (MGLD) for Q4 2023, worth a combined $181K — up 39% from $130K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MGLD positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Geode Capital Management, opening a new position worth an estimated $55.8K. The largest seller was Tower Research Capital (TRC), cutting an estimated $1.36K.
- 10 institutional investors held Marygold Companies (MGLD) as of Q4 2023, up from 7 in Q3 2023.
- Funds reported $181K of Marygold Companies stock for Q4 2023, up 39% quarter-over-quarter.
- 3 funds opened new Marygold Companies positions in Q4 2023 and 0 closed out, a net change of +3 holders.
- The largest Marygold Companies buyer in Q4 2023 was Geode Capital Management, an estimated $55.8K added.
- The largest Marygold Companies seller in Q4 2023 was Tower Research Capital (TRC), an estimated $1.36K sold.
Based on aggregated 13F filings for Q4 2023.