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RUM Group Inc
RUM

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: 135 → 138 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (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

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$1.82M
2
Renaissance Technologies
Renaissance Technologies
New York
+$1.16M
3
SUT
SC US (TTGP)
California
+$651K
4
Rafferty Asset Management
Rafferty Asset Management
New York
+$623K
5
MG
Marex Group
+$538K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$2.16M
2
Jane Street
Jane Street
New York
-$1.73M
3
Marshall Wace
Marshall Wace
United Kingdom
-$852K
4
JCM
JAT Capital Management
Connecticut
-$683K
5
Millennium Management
Millennium Management
New York
-$616K
Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
76
Blue Trust Inc
Georgia
$15K +$4.88K +1,000 +50%
UBS Group
77
UBS Group
Switzerland
$14.1K +$13.1K +2,683 +575%
HIP
78
HUB Investment Partners
Texas
$13.5K +$14.6K +3,000 New
BWL
79
Bogart Wealth LLC
Virginia
$11.7K – – –
AWM
80
Avior Wealth Management
Nebraska
$9.88K – – –
AA
81
AlphaMark Advisors
Kentucky
$9K – – –
TWC
82
TD Waterhouse Canada
Ontario, Canada
$8.66K – – –
SPIA
83
Steward Partners Investment Advisory
New York
$8.35K – – –
SWM
84
Sanctuary Wealth Management
Idaho
$7.63K – – –
CFD
85
Creative Financial Designs
Indiana
$7.41K +$732 +150 +10%
NFA
86
Northwest Financial Advisors
Virginia
$6.48K +$7.04K +1,443 New
TVAMP
87
Tennessee Valley Asset Management Partners
Tennessee
$5.79K +$6.29K +1,290 New
National Bank of Canada
88
National Bank of Canada
Quebec, Canada
$5.63K – – –
AF
89
Allworth Financial
California
$5.37K – – –
AF
90
Advisornet Financial
Minnesota
$4.75K – – –
AF
91
Arrow Financial
New York
$4.49K – – –
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$4.49K – – –
HCM
93
Hollencrest Capital Management
California
$4.49K – – –
GI
94
Gradient Investments
Minnesota
$4.04K – – –
PMFA
95
Plante Moran Financial Advisors
Michigan
$3.91K – – –
IA
96
IFP Advisors
Florida
$3.48K -$5.93K -1,215 -61%
S
97
Sachetta
Massachusetts
$3.23K +$3.51K +720 New
GWSG
98
GPS Wealth Strategies Group
Colorado
$2.92K – – –
ASN
99
Advisory Services Network
Georgia
$2.47K +$2.68K +550 New
CP
100
Castleview Partners
Texas
$2.47K +$2.68K +550 New
2 3
4
5 6

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.