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RUM Group Inc
RUM

132 hedge funds and large institutions have $215M invested in RUM Group Inc in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $19.1M | Put options by funds: $8.97M

15% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 26

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

6% more capital invested

Capital invested by funds: $204M → $215M (+$11.6M)

2.94% more ownership

Funds ownership: 19.36% → 22.3% (+2.9%)

1% more funds holding

Funds holding: 131 → 132 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
132
Holders Change
+1
Holders Change %
+0.76%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
30
Reduced
26
Closed
20
Calls
$19.1M
Puts
$8.97M
Net Calls
+$10.1M
Net Calls Change
-$6.18M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$28.2M
2
State Street
State Street
Massachusetts
+$6.26M
3
Morgan Stanley
Morgan Stanley
New York
+$6.25M
4
Marshall Wace
Marshall Wace
United Kingdom
+$3.81M
5
VCM
Valiant Capital Management
California
+$2.91M

Top Sellers

Rank Fund Capital Flow
1
CF
Cantor Fitzgerald
New York
-$12.5M
2
Citigroup
Citigroup
New York
-$3.81M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.67M
4
MHS
M Holdings Securities
Oregon
-$1M
5
Invesco
Invesco
Georgia
-$973K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
101
Arax Advisory Partners
Colorado
$2.15K – – –
OLVIG
102
Oliver Lagore Vanvalin Investment Group
Michigan
$1.92K – – –
HS
103
Horan Securities
United States
$1.78K – – –
MHR
104
Matthew Hamilton Rosenberg
$1.78K – – –
TC
105
Trust Company
Kansas
$1.78K – – –
WWM
106
Wolff Wiese Magana
California
$1.78K – – –
AA
107
Ancora Advisors
Ohio
$1.65K – – –
BWS
108
Buck Wealth Strategies
Colorado
$1.56K – – –
HIA
109
Harbor Investment Advisory
Maryland
$1.48K – – –
CIA
110
Cape Investment Advisory
Georgia
$1.43K – – –
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$1.29K – – –
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$1K +$518 +55 +56%
ARS
113
Adirondack Retirement Specialists
New York
$892 – – –
EWA
114
EverSource Wealth Advisors
Alabama
$892 – – –
FDCDDQ
115
Federation des caisses Desjardins du Quebec
Quebec, Canada
$892 – – –
PA
116
Parallel Advisors
California
$892 – – –
CTWM
117
Cherry Tree Wealth Management
Minnesota
$892 +$942 +100 New
IHWM
118
Iron Horse Wealth Management
Iowa
$865 – – –
APC
119
Aspire Private Capital
North Carolina
$714 – – –
PA
120
PSI Advisors
Florida
$714 – – –
RCM
121
Raleigh Capital Management
North Carolina
$446 – – –
MFG
122
Mendota Financial Group
Wisconsin
$446 +$471 +50 New
VWM
123
Venturi Wealth Management
Texas
$446 +$471 +50 New
Fidelity Investments
124
Fidelity Investments
Massachusetts
$392 +$414 +44 New
CWA
125
Carolina Wealth Advisors
South Carolina
$357 – – –
3 4
5
6 7

RUM Hedge Fund Activity: Q2 2023 in Review

132 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in RUM Group Inc (RUM) for Q2 2023, worth a combined $215M — up 5.7% from $204M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new RUM positions and 20 closed out — a net gain of 3 holders — while 30 added to existing stakes and 26 trimmed.

The largest buyer was Vanguard Group, adding an estimated $28.2M. The largest seller was Cantor Fitzgerald, cutting an estimated $12.5M.

  • 132 institutional investors held RUM Group Inc (RUM) as of Q2 2023, up from 131 in Q1 2023.
  • Funds reported $215M of RUM Group Inc stock for Q2 2023, up 5.7% quarter-over-quarter.
  • 23 funds opened new RUM Group Inc positions in Q2 2023 and 20 closed out, a net change of +3 holders.
  • The largest RUM Group Inc buyer in Q2 2023 was Vanguard Group, an estimated $28.2M added.
  • The largest RUM Group Inc seller in Q2 2023 was Cantor Fitzgerald, an estimated $12.5M sold.

Based on aggregated 13F filings for Q2 2023.