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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
AAS
76
Ameritas Advisory Services
Nebraska
$16.3K +$16K +1,775 New
BSB
77
Bangor Savings Bank
Maine
$15K – – –
ASN
78
Advisory Services Network
Georgia
$14.7K +$5.45K +605 +70%
TRCT
79
Tower Research Capital (TRC)
New York
$14K -$76K -8,437 -86%
National Bank of Canada
80
National Bank of Canada
Quebec, Canada
$13K – – –
CFD
81
Creative Financial Designs
Indiana
$11K – – –
AF
82
Arrow Financial
New York
$10K – – –
HCM
83
Hollencrest Capital Management
California
$10K – – –
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$10K +$9.01K +1,000 New
GI
85
Gradient Investments
Minnesota
$9K – – –
PMFA
86
Plante Moran Financial Advisors
Michigan
$8.71K – – –
GWSG
87
GPS Wealth Strategies Group
Colorado
$6.5K +$5.86K +650 New
VWM
88
Valley Wealth Managers
New Jersey
$6.5K +$5.86K +650 New
BTI
89
Blue Trust Inc
Georgia
$6K – – –
HGERS
90
Householder Group Estate & Retirement Specialist
Arizona
$6K – – –
JWA
91
JFS Wealth Advisors
Pennsylvania
$5.02K – – –
SSG
92
Summit Securities Group
New York
$5K -$89.4K -9,923 -95%
PWMG
93
Prestige Wealth Management Group
New Jersey
$5K +$3.6K +400 +400%
TWM
94
Tradition Wealth Management
Minnesota
$5K +$4.5K +500 New
WP
95
WealthPLAN Partners
Nebraska
$5K +$4.5K +500 New
AIM
96
Arcadia Investment Management
Michigan
$4.55K – – –
LWA
97
Lowe Wealth Advisors
Maryland
$4K – – –
PP
98
Pacifica Partners
Canada
$3.56K – – –
LFG
99
Larson Financial Group
Missouri
$3K – – –
AAP
100
Arax Advisory Partners
Colorado
$2.41K – – –
2 3
4
5 6

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.