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RUM Group Inc
RUM

166 hedge funds and large institutions have $129M invested in RUM Group Inc in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $15.5M | Put options by funds: $5.26M

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

34% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 29

4% more funds holding

Funds holding: 159 → 166 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.51% less ownership

Funds ownership: 22.19% → 21.68% (-0.51%)

5% less capital invested

Capital invested by funds: $136M → $129M (-$7.03M)

Holders
166
Holders Change
+7
Holders Change %
+4.4%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
23
Increased
39
Reduced
29
Closed
14
Calls
$15.5M
Puts
$5.26M
Net Calls
+$10.2M
Net Calls Change
-$3.61M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.91M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$771K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$419K
4
Bank of America
Bank of America
North Carolina
+$370K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$266K

Top Sellers

Rank Fund Capital Flow
1
MASUI
MIRAE ASSET SECURITIES (USA) INC.
New York
-$2.7M
2
Norges Bank
Norges Bank
Norway
-$1.91M
3
Goldman Sachs
Goldman Sachs
New York
-$1.48M
4
Millennium Management
Millennium Management
New York
-$1.01M
5
Rafferty Asset Management
Rafferty Asset Management
New York
-$412K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
101
IFP Advisors
Florida
$6.27K – – –
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$6K +$5.21K +885 +575%
CWM
103
Cedar Wealth Management
California
$5.9K -$3.24K -550 -33%
AF
104
Advisornet Financial
Minnesota
$5.68K – – –
HIP
105
HUB Investment Partners
Texas
$5.36K -$11.8K -2,000 -67%
AF
106
Arrow Financial
New York
$5.36K – – –
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$5.36K – – –
HNB
108
Hilltop National Bank
Wyoming
$5.36K – – –
HCM
109
Hollencrest Capital Management
California
$5.36K – – –
PMFA
110
Plante Moran Financial Advisors
Michigan
$4.67K – – –
FWM
111
FSA Wealth Management
Massachusetts
$4.29K +$4.71K +800 New
FP
112
Financial Perspectives
Minnesota
$4.14K – – –
S
113
Sachetta
Massachusetts
$3.86K – – –
RFG
114
REAP Financial Group
Texas
$3.81K – – –
SIS
115
Sound Income Strategies
Florida
$3.75K – – –
SIS
116
Strategic Investment Solutions
Illinois
$3.75K – – –
LFG
117
Larson Financial Group
Missouri
$3.58K +$2.16K +367 +122%
AWM
118
Abound Wealth Management
Tennessee
$3.4K – – –
HGERS
119
Householder Group Estate & Retirement Specialist
Arizona
$3K – – –
WAS
120
Winch Advisory Services
Wisconsin
$2.84K – – –
JWA
121
JFS Wealth Advisors
Pennsylvania
$2.69K – – –
NFSG
122
Newbridge Financial Services Group
Florida
$2.68K -$29.3K -4,975 -91%
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$2.68K – – –
CA
124
Continuum Advisory
Idaho
$2.19K – – –
LWA
125
Lowe Wealth Advisors
Maryland
$2.14K – – –
3 4
5
6 7

RUM Hedge Fund Activity: Q3 2024 in Review

166 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in RUM Group Inc (RUM) for Q3 2024, worth a combined $129M — down 5.2% from $136M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new RUM positions and 14 closed out — a net gain of 9 holders — while 39 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.91M. The largest seller was MIRAE ASSET SECURITIES (USA) INC., exiting entirely with an estimated $2.7M sold.

  • 166 institutional investors held RUM Group Inc (RUM) as of Q3 2024, up from 159 in Q2 2024.
  • Funds reported $129M of RUM Group Inc stock for Q3 2024, down 5.2% quarter-over-quarter.
  • 23 funds opened new RUM Group Inc positions in Q3 2024 and 14 closed out, a net change of +9 holders.
  • The largest RUM Group Inc buyer in Q3 2024 was Morgan Stanley, an estimated $2.91M added.
  • The largest RUM Group Inc seller in Q3 2024 was MIRAE ASSET SECURITIES (USA) INC., an estimated $2.7M sold.

Based on aggregated 13F filings for Q3 2024.