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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
D.E. Shaw & Co
51
D.E. Shaw & Co
New York
$93K -$53.1K -7,103 -28%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$89.3K +$22.2K +2,977 +20%
TRCT
53
Tower Research Capital (TRC)
New York
$87K +$109K +14,629 +603%
AWS
54
Atria Wealth Solutions
New York
$86.3K +$10.1K +1,350 +9%
CG
55
Cutler Group
California
$84K -$456 -61 -0.4%
HighTower Advisors
56
HighTower Advisors
Illinois
$80K -$6.8K -910 -6%
GAM
57
Gotham Asset Management
New York
$79.3K -$32.8K -4,386 -22%
Truist Financial
58
Truist Financial
North Carolina
$75.5K -$85.7K -11,470 -44%
T. Rowe Price Associates
59
T. Rowe Price Associates
Maryland
$70K +$102K +13,700 New
HI
60
Harbour Investments
Wisconsin
$68.8K -$18.7K -2,500 -16%
RJA
61
Raymond James & Associates
Florida
$65.5K -$13K -1,737 -12%
Stifel Financial
62
Stifel Financial
Missouri
$63.4K -$6.48K -867 -7%
SWM
63
Sculati Wealth Management
Michigan
$58.8K
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$54.2K +$79.4K +10,624 New
RDWM
65
Red Door Wealth Management
Tennessee
$53.3K +$78.1K +10,460 New
Belvedere Trading
66
Belvedere Trading
Illinois
$52.2K -$201K -26,913 -72%
LNWWM
67
Laird Norton Wetherby Wealth Management
California
$51K
SWM
68
Solano Wealth Management
California
$51K +$74.7K +10,000 New
EAM
69
Eukles Asset Management
Ohio
$25.5K
US Bancorp
70
US Bancorp
Minnesota
$21.5K
Wells Fargo
71
Wells Fargo
California
$21.1K -$5.62K -752 -15%
BTI
72
Blue Trust Inc
Georgia
$18K +$3.74K +500 +33%
Citadel Advisors
73
Citadel Advisors
Florida
$15.2K -$315K -42,114 -93%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$13.9K +$20.1K +2,689 +6,111%
BWL
75
Bogart Wealth LLC
Virginia
$13.3K

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.