Pulmatrix
PULM
5 hedge funds and large institutions have $116K invested in Pulmatrix in 2014 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
0% more funds holding
Funds holding: 5 → 5 (0)
27% less capital invested
Capital invested by funds: $158K → $116K (-$42K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$36.3K |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$8.53K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TDC
Thompson Davis & Co
Richmond,
Virginia
|
-$39K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1K |
| 3 |
Citigroup
New York
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $73K | +$36.3K | +17 | +68% |
|
|
WA
2
WFG Advisors
Dallas,
Texas
| $35K | – | – | – |
|
|
TRCT
3
Tower Research Capital (TRC)
New York
| $4K | – | – | – |
|
4
UBS Group
Zurich,
Switzerland
| $4K | +$6.4K | +3 | New |
|
|
BRWA
5
B. Riley Wealth Advisors
Boca Raton,
Florida
| $6 | +$8.53K | +4 | New |
|
|
TDC
6
Thompson Davis & Co
Richmond,
Virginia
| – | -$39K | -16 | Closed |
|
|
7
Bank of America
Charlotte,
North Carolina
| – | -$1K | – | – |
|
|
8
Citigroup
New York
| – | -$1K | – | – |
|
PULM Hedge Fund Activity: Q4 2014 in Review
5 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Pulmatrix (PULM) for Q4 2014, worth a combined $116K — down 27% from $158K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new PULM positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $36.3K. The largest seller was Thompson Davis & Co, exiting entirely with an estimated $39K sold.
- 5 institutional investors held Pulmatrix (PULM) as of Q4 2014, unchanged from Q3 2014.
- Funds reported $116K of Pulmatrix stock for Q4 2014, down 27% quarter-over-quarter.
- 2 funds opened new Pulmatrix positions in Q4 2014 and 1 closed out, a net change of +1 holder.
- The largest Pulmatrix buyer in Q4 2014 was Morgan Stanley, an estimated $36.3K added.
- The largest Pulmatrix seller in Q4 2014 was Thompson Davis & Co, an estimated $39K sold.
Based on aggregated 13F filings for Q4 2014.