Pulmatrix
PULM
14 hedge funds and large institutions have $434K invested in Pulmatrix in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
17% more funds holding
Funds holding: 12 → 14 (+2)
1.5% less ownership
Funds ownership: 8.33% → 6.83% (-1.5%)
23% less capital invested
Capital invested by funds: $566K → $434K (-$132K)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$3.01K |
| 2 |
TWC
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
+$643 |
| 3 |
Citigroup
New York
|
+$208 |
| 4 |
HWP
Highline Wealth Partners
Sherman Oaks,
California
|
+$2 |
| 5 |
Wells Fargo
San Francisco,
California
|
+$2 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SM
Sabby Management
Miami Beach,
Florida
|
-$101K |
| 2 |
Renaissance Technologies
New York
|
-$4.6K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$184 |
| 4 |
Morgan Stanley
New York
|
-$46 |
| 5 |
BlackRock
New York
|
-$2 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Renaissance Technologies
New York
| $201K | -$4.6K | -2,501 | -2% |
|
|
2
BlackRock
New York
| $96.1K | -$2 | -1 | -0% |
|
3
Vanguard Group
Malvern,
Pennsylvania
| $61.4K | – | – | – |
|
4
Geode Capital Management
Boston,
Massachusetts
| $41.2K | – | – | – |
|
5
State Street
Boston,
Massachusetts
| $23.3K | – | – | – |
|
|
TRCT
6
Tower Research Capital (TRC)
New York
| $9.11K | +$3.01K | +1,638 | +46% |
|
|
TWC
7
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $588 | +$643 | +350 | New |
|
|
8
Osaic Holdings
Scottsdale,
Arizona
| $308 | -$184 | -100 | -36% |
|
9
UBS Group
Zurich,
Switzerland
| $289 | – | – | – |
|
|
10
Citigroup
New York
| $189 | +$208 | +113 | New |
|
|
11
Wells Fargo
San Francisco,
California
| $51 | +$2 | +1 | +4% |
|
|
12
Morgan Stanley
New York
| $44 | -$46 | -25 | -50% |
|
|
AF
13
Allworth Financial
Folsom,
California
| $6 | – | – | – |
|
|
HWP
14
Highline Wealth Partners
Sherman Oaks,
California
| $2 | +$2 | +1 | New |
|
|
SM
15
Sabby Management
Miami Beach,
Florida
| – | -$101K | -54,188 | Closed |
|
PULM Hedge Fund Activity: Q1 2024 in Review
14 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Pulmatrix (PULM) for Q1 2024, worth a combined $434K — down 23% from $566K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PULM positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 4 trimmed.
The largest buyer was Tower Research Capital (TRC), adding an estimated $3.01K. The largest seller was Sabby Management, exiting entirely with an estimated $101K sold.
- 14 institutional investors held Pulmatrix (PULM) as of Q1 2024, up from 12 in Q4 2023.
- Funds reported $434K of Pulmatrix stock for Q1 2024, down 23% quarter-over-quarter.
- 3 funds opened new Pulmatrix positions in Q1 2024 and 1 closed out, a net change of +2 holders.
- The largest Pulmatrix buyer in Q1 2024 was Tower Research Capital (TRC), an estimated $3.01K added.
- The largest Pulmatrix seller in Q1 2024 was Sabby Management, an estimated $101K sold.
Based on aggregated 13F filings for Q1 2024.