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PPBT

Purple Biotech
PPBT

16 hedge funds and large institutions have $276K invested in Purple Biotech in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $5K | Put options by funds: $2K

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

7% more funds holding

Funds holding: 15 → 16 (+1)

0% less ownership

Funds ownership: 0% → 0% (-0%)

29% less capital invested

Capital invested by funds: $388K → $276K (-$112K)

Holders
16
Holders Change
+1
Holders Change %
+6.67%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
2
Closed
1
Calls
$5K
Puts
$2K
Net Calls
+$3K
Net Calls Change
-$68K

Top Buyers

Rank Fund Capital Flow
1
KWA
Kingswood Wealth Advisors
California
+$3.1K
2
UBS Group
UBS Group
Switzerland
+$2.14K
3
JP Morgan Chase
JP Morgan Chase
New York
+$1.67K
4
Morgan Stanley
Morgan Stanley
New York
+$953
5
VVP
Venture Visionary Partners
Ohio
+$953

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$38.1K
2
FA
Fiduciary Alliance
South Carolina
-$7.55K
3
Simplex Trading
Simplex Trading
Illinois
-$1.67K
Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
1
Kingswood Wealth Advisors
California
$140K +$3.1K +13 +2%
Morgan Stanley
2
Morgan Stanley
New York
$36.2K +$953 +4 +3%
VVP
3
Venture Visionary Partners
Ohio
$17.3K +$953 +4 +6%
Citadel Advisors
4
Citadel Advisors
Florida
$16K -$38.1K -160 -70%
WAOI
5
Wealth Advisors of Iowa
Iowa
$15.8K – – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$14.6K – – –
RJA
7
Raymond James & Associates
Florida
$13.1K – – –
Simplex Trading
8
Simplex Trading
Illinois
$8K -$1.67K -7 -15%
TWC
9
TD Waterhouse Canada
Ontario, Canada
$6.02K – – –
Group One Trading
10
Group One Trading
Illinois
$3.89K – – –
UBS Group
11
UBS Group
Switzerland
$2.22K +$2.14K +9 New
JP Morgan Chase
12
JP Morgan Chase
New York
$1.6K +$1.67K +7 New
RhumbLine Advisers
13
RhumbLine Advisers
Massachusetts
$638 – – –
NSIM
14
North Star Investment Management
Illinois
$357 – – –
GRP
15
Global Retirement Partners
California
$333 – – –
Wells Fargo
16
Wells Fargo
California
$60 – – –
S
17
SignatureFD
Georgia
$26 – – –
FA
18
Fiduciary Alliance
South Carolina
– -$7.55K -27 Closed

PPBT Hedge Fund Activity: Q3 2023 in Review

16 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Purple Biotech (PPBT) for Q3 2023, worth a combined $276K — down 29% from $388K a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new PPBT positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.

The largest buyer was Kingswood Wealth Advisors, adding an estimated $3.1K. The largest seller was Citadel Advisors, cutting an estimated $38.1K.

  • 16 institutional investors held Purple Biotech (PPBT) as of Q3 2023, up from 15 in Q2 2023.
  • Funds reported $276K of Purple Biotech stock for Q3 2023, down 29% quarter-over-quarter.
  • 2 funds opened new Purple Biotech positions in Q3 2023 and 1 closed out, a net change of +1 holder.
  • The largest Purple Biotech buyer in Q3 2023 was Kingswood Wealth Advisors, an estimated $3.1K added.
  • The largest Purple Biotech seller in Q3 2023 was Citadel Advisors, an estimated $38.1K sold.

Based on aggregated 13F filings for Q3 2023.