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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
WAS
101
Winch Advisory Services
Wisconsin
$2.38K – – –
JWA
102
JFS Wealth Advisors
Pennsylvania
$2.25K – – –
NFSG
103
Newbridge Financial Services Group
Florida
$2.25K – – –
AIM
104
Arcadia Investment Management
Michigan
$2.04K – – –
HGERS
105
Householder Group Estate & Retirement Specialist
Arizona
$2K – – –
GRP
106
Global Retirement Partners
California
$1.96K -$2.44K -500 -50%
LWA
107
Lowe Wealth Advisors
Maryland
$1.8K – – –
PP
108
Pacifica Partners
Canada
$1.79K – – –
LFG
109
Larson Financial Group
Missouri
$1.35K – – –
FDCDDQ
110
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.35K +$976 +200 +200%
IHWM
111
Iron Horse Wealth Management
Iowa
$1.09K – – –
AAP
112
Arax Advisory Partners
Colorado
$1.08K – – –
TRCT
113
Tower Research Capital (TRC)
New York
$1K -$82.1K -16,831 -99%
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
SSG
115
Summit Securities Group
New York
$1K – – –
PFA
116
Pathway Financial Advisers
Indiana
$988 – – –
JP Morgan Chase
117
JP Morgan Chase
New York
$938 -$205K -42,058 -100%
MHR
118
Matthew Hamilton Rosenberg
$898 – – –
WWM
119
Wolff Wiese Magana
California
$898 – – –
CAM
120
Creekmur Asset Management
Illinois
$898 +$976 +200 New
HIA
121
Harbor Investment Advisory
Maryland
$745 – – –
CIA
122
Cape Investment Advisory
Georgia
$718 – – –
CWP
123
Concord Wealth Partners
Virginia
$449 -$9.76K -2,000 -95%
CTWM
124
Cherry Tree Wealth Management
Minnesota
$449 – – –
EWA
125
EverSource Wealth Advisors
Alabama
$449 – – –
3 4
5
6 7

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.