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RUM Group Inc
RUM

131 hedge funds and large institutions have $204M invested in RUM Group Inc in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more call options, than puts

Call options by funds: $21.7M | Put options by funds: $5.38M

164% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 14

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

106% more capital invested

Capital invested by funds: $98.8M → $204M (+$105M)

11% more funds holding

Funds holding: 118 → 131 (+13)

4.49% more ownership

Funds ownership: 14.88% → 19.36% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
131
Holders Change
+13
Holders Change %
+11.02%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
37
Reduced
14
Closed
13
Calls
$21.7M
Puts
$5.38M
Net Calls
+$16.3M
Net Calls Change
+$7.13M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$11.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$10.4M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$6.85M
4
BRWA
B. Riley Wealth Advisors
Florida
+$4.54M
5
Charles Schwab
Charles Schwab
California
+$3.72M

Top Sellers

Rank Fund Capital Flow
1
CF
Cantor Fitzgerald
New York
-$6.66M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$92.5K
3
SSG
Summit Securities Group
New York
-$89.4K
4
JP Morgan Chase
JP Morgan Chase
New York
-$88.1K
5
CSS
Cubist Systematic Strategies
Connecticut
-$86.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
51
Harbour Investments
Wisconsin
$172K – – –
CAN
52
Cetera Advisor Networks
California
$170K -$12.2K -1,355 -7%
RAG
53
RIA Advisory Group
Iowa
$162K – – –
BFM
54
Boothbay Fund Management
New York
$153K +$138K +15,323 New
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$151K +$9.94K +1,103 +8%
JMPWA
56
JP Morgan Private Wealth Advisors
California
$150K – – –
HighTower Advisors
57
HighTower Advisors
Illinois
$144K +$24.7K +2,743 +24%
WEG
58
World Equity Group
Illinois
$126K +$109K +12,063 New
FFN
59
Focus Financial Network
Minnesota
$120K -$26.6K -2,955 -20%
ECM
60
ExodusPoint Capital Management
New York
$119K -$8.97K -996 -8%
Stifel Financial
61
Stifel Financial
Missouri
$116K -$28.4K -3,150 -21%
SWM
62
Sculati Wealth Management
Michigan
$115K +$104K +11,526 New
LNWWM
63
Laird Norton Wetherby Wealth Management
California
$100K +$90.1K +10,000 New
IA
64
IFP Advisors
Florida
$72.8K +$10.5K +1,163 +37%
EAM
65
Eukles Asset Management
Ohio
$50K – – –
Wells Fargo
66
Wells Fargo
California
$43.6K +$11.3K +1,255 +40%
BAM
67
Belpointe Asset Management
Nevada
$37.6K +$2.98K +331 +10%
US Bancorp
68
US Bancorp
Minnesota
$30.6K +$9.01K +1,000 +48%
PFA
69
Pathway Financial Advisers
Indiana
$27.2K – – –
AWM
70
Avior Wealth Management
Nebraska
$22K +$18K +2,000 +1,000%
AF
71
Allworth Financial
California
$21.9K +$18K +2,000 +1,026%
AA
72
AlphaMark Advisors
Kentucky
$21K – – –
CWP
73
Concord Wealth Partners
Virginia
$21K – – –
TWC
74
TD Waterhouse Canada
Ontario, Canada
$18.8K – – –
SPIA
75
Steward Partners Investment Advisory
New York
$16.5K – – –
1 2
3
4 5

RUM Hedge Fund Activity: Q1 2023 in Review

131 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in RUM Group Inc (RUM) for Q1 2023, worth a combined $204M — up 106% from $98.8M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new RUM positions and 13 closed out — a net gain of 15 holders — while 37 added to existing stakes and 14 trimmed.

The largest buyer was BlackRock, adding an estimated $11.3M. The largest seller was Cantor Fitzgerald, cutting an estimated $6.66M.

  • 131 institutional investors held RUM Group Inc (RUM) as of Q1 2023, up from 118 in Q4 2022.
  • Funds reported $204M of RUM Group Inc stock for Q1 2023, up 106% quarter-over-quarter.
  • 28 funds opened new RUM Group Inc positions in Q1 2023 and 13 closed out, a net change of +15 holders.
  • The largest RUM Group Inc buyer in Q1 2023 was BlackRock, an estimated $11.3M added.
  • The largest RUM Group Inc seller in Q1 2023 was Cantor Fitzgerald, an estimated $6.66M sold.

Based on aggregated 13F filings for Q1 2023.