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RUM Group Inc

132 hedge funds and large institutions have $215M invested in RUM Group Inc in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $19.1M | Put options by funds: $8.97M

15% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 26

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

6% more capital invested

Capital invested by funds: $204M → $215M (+$11.6M)

2.94% more ownership

Funds ownership: 19.36%22.3% (+2.9%)

1% more funds holding

Funds holding: 131132 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
132
Holders Change
+1
Holders Change %
+0.76%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
23
Increased
30
Reduced
26
Closed
20
Calls
$19.1M
Puts
$8.97M
Net Calls
+$10.1M
Net Calls Change
-$6.18M
Name Holding Trade Value Shares
Change
Change in
Stake
FFN
51
Focus Financial Network
Minnesota
$145K +$40.1K +4,255 +36%
HighTower Advisors
52
HighTower Advisors
Illinois
$144K +$21.9K +2,327 +16%
HI
53
Harbour Investments
Wisconsin
$142K -$12.1K -1,283 -7%
CC
54
Centiva Capital
New York
$141K +$149K +15,806 New
AWS
55
Atria Wealth Solutions
New York
$139K +$147K +15,575 New
RJA
56
Raymond James & Associates
Florida
$130K -$74.4K -7,900 -35%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$130K -$60.3K -6,406 -31%
Balyasny Asset Management
58
Balyasny Asset Management
Illinois
$127K +$134K +14,242 New
CA
59
CoreCap Advisors
Michigan
$120K +$126K +13,405 New
Stifel Financial
60
Stifel Financial
Missouri
$119K +$15.5K +1,649 +14%
SWM
61
Sculati Wealth Management
Michigan
$103K
NFG
62
Norris Financial Group
South Carolina
$94K +$99.2K +10,536 New
BA
63
Bristlecone Advisors
Washington
$91K +$96K +10,200 New
LNWWM
64
Laird Norton Wetherby Wealth Management
California
$89.2K
EAM
65
Eukles Asset Management
Ohio
$44.6K
Wells Fargo
66
Wells Fargo
California
$43.6K +$4.92K +523 +12%
US Bancorp
67
US Bancorp
Minnesota
$37.6K +$10.8K +1,150 +38%
IA
68
IFP Advisors
Florida
$29.3K -$9.79K -1,040 -24%
SF
69
Safeguard Financial
Wisconsin
$27K +$29.4K +3,119 New
BWL
70
Bogart Wealth LLC
Virginia
$23.2K +$24.5K +2,600 New
TRCT
71
Tower Research Capital (TRC)
New York
$21.6K +$9.47K +1,006 +71%
AWM
72
Avior Wealth Management
Nebraska
$19.6K
AA
73
AlphaMark Advisors
Kentucky
$19K
CWP
74
Concord Wealth Partners
Virginia
$18.7K
TWC
75
TD Waterhouse Canada
Ontario, Canada
$17.8K

RUM Hedge Fund Activity: Q2 2023 in Review

132 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in RUM Group Inc (RUM) for Q2 2023, worth a combined $215M — up 5.7% from $204M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new RUM positions and 20 closed out — a net gain of 3 holders — while 30 added to existing stakes and 26 trimmed.

The largest buyer was Vanguard Group, adding an estimated $28.2M. The largest seller was Cantor Fitzgerald, cutting an estimated $12.5M.

  • 132 institutional investors held RUM Group Inc (RUM) as of Q2 2023, up from 131 in Q1 2023.
  • Funds reported $215M of RUM Group Inc stock for Q2 2023, up 5.7% quarter-over-quarter.
  • 23 funds opened new RUM Group Inc positions in Q2 2023 and 20 closed out, a net change of +3 holders.
  • The largest RUM Group Inc buyer in Q2 2023 was Vanguard Group, an estimated $28.2M added.
  • The largest RUM Group Inc seller in Q2 2023 was Cantor Fitzgerald, an estimated $12.5M sold.

Based on aggregated 13F filings for Q2 2023.