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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
JWA
101
JFS Wealth Advisors
Pennsylvania
$2.56K
NFSG
102
Newbridge Financial Services Group
Florida
$2.55K +$3.74K +500 New
UBS Group
103
UBS Group
Switzerland
$2.38K +$3.49K +467 New
AIM
104
Arcadia Investment Management
Michigan
$2.32K
PP
105
Pacifica Partners
Canada
$2.05K
LWA
106
Lowe Wealth Advisors
Maryland
$2.04K
SSG
107
Summit Securities Group
New York
$2K
LFG
108
Larson Financial Group
Missouri
$1.53K
IHWM
109
Iron Horse Wealth Management
Iowa
$1.23K +$1.08K +145 +149%
AAP
110
Arax Advisory Partners
Colorado
$1.23K
PFA
111
Pathway Financial Advisers
Indiana
$1.12K +$1.64K +220 New
OLVIG
112
Oliver Lagore Vanvalin Investment Group
Michigan
$1.1K
MHR
113
Matthew Hamilton Rosenberg
$1.02K
TC
114
Trust Company
Kansas
$1.02K
WWM
115
Wolff Wiese Magana
California
$1.02K
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$1K
Creative Planning
117
Creative Planning
Kansas
$959 +$1.41K +188 New
AA
118
Ancora Advisors
Ohio
$943
HIA
119
Harbor Investment Advisory
Maryland
$847
CIA
120
Cape Investment Advisory
Georgia
$816
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$740
CTWM
122
Cherry Tree Wealth Management
Minnesota
$510
EWA
123
EverSource Wealth Advisors
Alabama
$510
FDCDDQ
124
Federation des caisses Desjardins du Quebec
Quebec, Canada
$510
PA
125
Parallel Advisors
California
$510

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.