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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
AWM
76
Avior Wealth Management
Nebraska
$11.2K
AA
77
AlphaMark Advisors
Kentucky
$11K
CWP
78
Concord Wealth Partners
Virginia
$10.7K
IA
79
IFP Advisors
Florida
$10.1K -$9.71K -1,300 -40%
TWC
80
TD Waterhouse Canada
Ontario, Canada
$9.96K
SPIA
81
Steward Partners Investment Advisory
New York
$9.48K
SWM
82
Sanctuary Wealth Management
Idaho
$8.67K
BSB
83
Bangor Savings Bank
Maine
$7.65K
CFD
84
Creative Financial Designs
Indiana
$7.65K +$2.99K +400 +36%
National Bank of Canada
85
National Bank of Canada
Quebec, Canada
$6.46K
AF
86
Allworth Financial
California
$6.09K
AF
87
Advisornet Financial
Minnesota
$5.4K
GRP
88
Global Retirement Partners
California
$5.2K +$7.25K +971 +3,348%
AF
89
Arrow Financial
New York
$5.1K
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$5.1K
HCM
91
Hollencrest Capital Management
California
$5.1K
GI
92
Gradient Investments
Minnesota
$4.59K
PMFA
93
Plante Moran Financial Advisors
Michigan
$4.44K
GWSG
94
GPS Wealth Strategies Group
Colorado
$3.31K
AWM
95
Abound Wealth Management
Tennessee
$3.01K
HGERS
96
Householder Group Estate & Retirement Specialist
Arizona
$3.01K +$4.41K +590 New
TWM
97
Tradition Wealth Management
Minnesota
$3K
WAS
98
Winch Advisory Services
Wisconsin
$3K
CAS
99
Coppell Advisory Solutions
Texas
$2.98K +$3.74K +500 New
VAG
100
VisionPoint Advisory Group
Texas
$2.81K +$4.11K +550 New

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.