Pulmatrix
PULM
3 hedge funds and large institutions have $38K invested in Pulmatrix in 2015 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
40% less funds holding
Funds holding: 5 → 3 (-2)
67% less capital invested
Capital invested by funds: $116K → $38K (-$78K)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.96K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$51.1K |
| 2 |
WA
WFG Advisors
Dallas,
Texas
|
-$35K |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$6 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $27K | -$51.1K | -26 | -62% |
|
|
2
UBS Group
Zurich,
Switzerland
| $7K | +$1.96K | +1 | +33% |
|
|
TRCT
3
Tower Research Capital (TRC)
New York
| $4K | – | – | – |
|
|
WA
4
WFG Advisors
Dallas,
Texas
| – | -$35K | -20 | Closed |
|
|
BRWA
5
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$6 | -4 | Closed |
|
PULM Hedge Fund Activity: Q1 2015 in Review
3 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Pulmatrix (PULM) for Q1 2015, worth a combined $38K — down 67% from $116K a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of PULM and 0 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 1 added.
The largest buyer was UBS Group, adding an estimated $1.96K. The largest seller was Morgan Stanley, cutting an estimated $51.1K.
- 3 institutional investors held Pulmatrix (PULM) as of Q1 2015, down from 5 in Q4 2014.
- Funds reported $38K of Pulmatrix stock for Q1 2015, down 67% quarter-over-quarter.
- 0 funds opened new Pulmatrix positions in Q1 2015 and 2 closed out, a net change of -2 holders.
- The largest Pulmatrix buyer in Q1 2015 was UBS Group, an estimated $1.96K added.
- The largest Pulmatrix seller in Q1 2015 was Morgan Stanley, an estimated $51.1K sold.
Based on aggregated 13F filings for Q1 2015.