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RUM Group Inc

135 hedge funds and large institutions have $125M invested in RUM Group Inc in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $9.97M | Put options by funds: $6.66M

25% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 24

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

2% more funds holding

Funds holding: 132135 (+3)

0.5% more ownership

Funds ownership: 22.3%22.81% (+0.5%)

42% less capital invested

Capital invested by funds: $215M → $125M (-$91M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
135
Holders Change
+3
Holders Change %
+2.27%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
30
Reduced
24
Closed
18
Calls
$9.97M
Puts
$6.66M
Net Calls
+$3.31M
Net Calls Change
-$6.84M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$344K -$79.8K -10,682 -14%
VF
27
Virtu Financial
New York
$295K -$1.35K -181 -0.3%
MWM
28
Merriman Wealth Management
Washington
$263K +$31.6K +4,230 +9%
Mirae Asset Global Investments
29
Mirae Asset Global Investments
South Korea
$247K +$18K +2,413 +5%
IIA
30
IPG Investment Advisors
California
$231K +$339K +45,327 New
PAG
31
Private Advisor Group
New Jersey
$229K +$94.1K +12,596 +39%
JP Morgan Chase
32
JP Morgan Chase
New York
$216K -$54.6K -7,313 -15%
MRI
33
Mad River Investors
Massachusetts
$212K -$3.74K -500 -1%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$195K +$60K +8,036 +27%
Corient Private Wealth
35
Corient Private Wealth
Florida
$188K +$275K +36,785 New
Bank of New York Mellon
36
Bank of New York Mellon
New York
$181K +$19.3K +2,581 +8%
PA
37
PFG Advisors
Arizona
$159K +$13.7K +1,836 +6%
CMF
38
Counterpoint Mutual Funds
California
$138K +$202K +27,060 New
RA
39
Resolute Advisors
California
$133K +$29.9K +4,000 +18%
SPC
40
Sigma Planning Corp
Michigan
$124K +$38.5K +5,150 +27%
Bank of America
41
Bank of America
North Carolina
$122K -$444K -59,475 -71%
TAM
42
TCP Asset Management
Ohio
$119K
FFN
43
Focus Financial Network
Minnesota
$117K +$49.6K +6,637 +41%
RAG
44
RIA Advisory Group
Iowa
$110K +$10.5K +1,400 +7%
CAM
45
Cresset Asset Management
Illinois
$108K
FPCP
46
Fort Point Capital Partners
California
$107K
SHFP
47
Second Half Financial Partners
Florida
$103K
CAN
48
Cetera Advisor Networks
California
$101K +$24.3K +3,250 +20%
CA
49
CoreCap Advisors
Michigan
$99K +$44.8K +6,000 +45%
HF
50
HRT Financial
New York
$97K +$143K +19,117 New

RUM Hedge Fund Activity: Q3 2023 in Review

135 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in RUM Group Inc (RUM) for Q3 2023, worth a combined $125M — down 42% from $215M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new RUM positions and 18 closed out — a net gain of 3 holders — while 30 added to existing stakes and 24 trimmed.

The largest buyer was Ameriprise, opening a new position worth an estimated $6.79M. The largest seller was B. Riley Wealth Advisors, exiting entirely with an estimated $4.49M sold.

  • 135 institutional investors held RUM Group Inc (RUM) as of Q3 2023, up from 132 in Q2 2023.
  • Funds reported $125M of RUM Group Inc stock for Q3 2023, down 42% quarter-over-quarter.
  • 21 funds opened new RUM Group Inc positions in Q3 2023 and 18 closed out, a net change of +3 holders.
  • The largest RUM Group Inc buyer in Q3 2023 was Ameriprise, an estimated $6.79M added.
  • The largest RUM Group Inc seller in Q3 2023 was B. Riley Wealth Advisors, an estimated $4.49M sold.

Based on aggregated 13F filings for Q3 2023.