We are live on ! Find out more
RUM icon

RUM Group Inc

138 hedge funds and large institutions have $104M invested in RUM Group Inc in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more call options, than puts

Call options by funds: $6.86M | Put options by funds: $1.56M

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

2% more funds holding

Funds holding: 135138 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.01% less ownership

Funds ownership: 22.81%21.8% (-1%)

11% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 27

16% less capital invested

Capital invested by funds: $125M → $104M (-$20.2M)

Holders
138
Holders Change
+3
Holders Change %
+2.22%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
24
Reduced
27
Closed
23
Calls
$6.86M
Puts
$1.56M
Net Calls
+$5.3M
Net Calls Change
+$2M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$78K -$134K -27,500 -61%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$71.7K -$7.47K -1,531 -9%
CM
53
Caption Management
Oklahoma
$67.3K +$73.2K +15,000 New
HI
54
Harbour Investments
Wisconsin
$67.3K +$7.51K +1,540 +11%
AWM
55
AE Wealth Management
Kansas
$66.1K +$53.4K +10,948 New
HighTower Advisors
56
HighTower Advisors
Illinois
$65K -$1.83K -375 -2%
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$62K
GAM
58
Gotham Asset Management
New York
$54.3K -$16.8K -3,451 -22%
SWM
59
Sculati Wealth Management
Michigan
$51.8K
Millennium Management
60
Millennium Management
New York
$51.6K -$616K -126,248 -92%
Mariner
61
Mariner
Kansas
$50.9K +$55.3K +11,332 New
RDWM
62
Red Door Wealth Management
Tennessee
$47K
Truist Financial
63
Truist Financial
North Carolina
$46.7K -$21.4K -4,385 -30%
LNWWM
64
Laird Norton Wetherby Wealth Management
California
$44.9K
SWM
65
Solano Wealth Management
California
$44.9K
Wells Fargo
66
Wells Fargo
California
$36.7K +$19.8K +4,052 +98%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$36.3K +$26.1K +5,357 +196%
S
68
SignatureFD
Georgia
$32.1K +$34.9K +7,158 New
PS
69
Principal Securities
Iowa
$32.1K +$34.9K +7,144 New
CAS
70
Coppell Advisory Solutions
Texas
$26.9K +$26.8K +5,500 +1,100%
Bank of America
71
Bank of America
North Carolina
$26.3K -$88.1K -18,066 -75%
IUHSA
72
Itau Unibanco Holding S.A.
Brazil
$22.9K +$24.9K +5,110 New
EAM
73
Eukles Asset Management
Ohio
$22.4K
CG
74
Cutler Group
California
$20K -$59K -12,088 -73%
US Bancorp
75
US Bancorp
Minnesota
$18.9K

RUM Hedge Fund Activity: Q4 2023 in Review

138 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in RUM Group Inc (RUM) for Q4 2023, worth a combined $104M — down 16% from $125M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new RUM positions and 23 closed out — a net gain of 4 holders — while 24 added to existing stakes and 27 trimmed.

The largest buyer was State Street, adding an estimated $1.82M. The largest seller was BlackRock, cutting an estimated $2.16M.

  • 138 institutional investors held RUM Group Inc (RUM) as of Q4 2023, up from 135 in Q3 2023.
  • Funds reported $104M of RUM Group Inc stock for Q4 2023, down 16% quarter-over-quarter.
  • 27 funds opened new RUM Group Inc positions in Q4 2023 and 23 closed out, a net change of +4 holders.
  • The largest RUM Group Inc buyer in Q4 2023 was State Street, an estimated $1.82M added.
  • The largest RUM Group Inc seller in Q4 2023 was BlackRock, an estimated $2.16M sold.

Based on aggregated 13F filings for Q4 2023.