Marygold Companies
MGLD
8 hedge funds and large institutions have $218K invested in Marygold Companies in 2024 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 2 closing their positions.
20% more capital invested
Capital invested by funds: $181K → $218K (+$37K)
0% less ownership
Funds ownership: 0.43% → 0.43% (-0%)
20% less funds holding
Funds holding: 10 → 8 (-2)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$18 |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$940 |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$917 |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$125 |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$81 |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
1
Bridgeway Capital Management
Houston,
Texas
| $103K | – | – | – |
|
2
Geode Capital Management
Boston,
Massachusetts
| $66.9K | – | – | – |
|
|
3
BlackRock
New York
| $45K | -$940 | -852 | -2% |
|
|
TRCT
4
Tower Research Capital (TRC)
New York
| $3.13K | -$917 | -831 | -25% |
|
|
5
Wells Fargo
San Francisco,
California
| $76 | +$1 | +1 | +2% |
|
|
6
JP Morgan Chase
New York
| $48 | +$18 | +16 | +76% |
|
|
WIM
7
Westside Investment Management
Santa Monica,
California
| $9 | – | – | – |
|
|
8
Bank of America
Charlotte,
North Carolina
| – | -$125 | -118 | Closed |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$81 | -73 | -24% |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$3 | -3 | Closed |
|
MGLD Hedge Fund Activity: Q1 2024 in Review
8 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Marygold Companies (MGLD) for Q1 2024, worth a combined $218K — up 20% from $181K a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of MGLD and 0 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 2 added.
The largest buyer was JP Morgan Chase, adding an estimated $18. The largest seller was BlackRock, cutting an estimated $940.
- 8 institutional investors held Marygold Companies (MGLD) as of Q1 2024, down from 10 in Q4 2023.
- Funds reported $218K of Marygold Companies stock for Q1 2024, up 20% quarter-over-quarter.
- 0 funds opened new Marygold Companies positions in Q1 2024 and 2 closed out, a net change of -2 holders.
- The largest Marygold Companies buyer in Q1 2024 was JP Morgan Chase, an estimated $18 added.
- The largest Marygold Companies seller in Q1 2024 was BlackRock, an estimated $940 sold.
Based on aggregated 13F filings for Q1 2024.