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RUM Group Inc

191 hedge funds and large institutions have $437M invested in RUM Group Inc in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more capital invested

Capital invested by funds: $129M → $437M (+$308M)

138% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 21

44% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 32

15% more funds holding

Funds holding: 166191 (+25)

12% more call options, than puts

Call options by funds: $81.9M | Put options by funds: $73.2M

6.65% more ownership

Funds ownership: 21.68%28.33% (+6.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
191
Holders Change
+25
Holders Change %
+15.06%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
50
Increased
46
Reduced
32
Closed
21
Calls
$81.9M
Puts
$73.2M
Net Calls
+$8.65M
Net Calls Change
-$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
101
Eukles Asset Management
Ohio
$65K
MRP
102
Measured Risk Portfolios
California
$65K +$35.6K +5,000 New
MCM
103
MAI Capital Management
Ohio
$58.9K +$32.2K +4,529 New
SWM
104
Sanctuary Wealth Management
Idaho
$58.3K -$26.3K -3,700 -45%
US Bancorp
105
US Bancorp
Minnesota
$56.8K
PFA
106
Pathway Financial Advisers
Indiana
$54.9K
Deutsche Bank
107
Deutsche Bank
Germany
$49.1K
WOC
108
West Oak Capital
California
$39K
SPIA
109
Steward Partners Investment Advisory
New York
$38.2K +$6.97K +980 +50%
CAS
110
Coppell Advisory Solutions
Texas
$34.6K +$17.8K +2,500 New
NSIM
111
North Star Investment Management
Illinois
$32.5K
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$28K +$7.91K +1,112 +107%
AA
113
AlphaMark Advisors
Kentucky
$27K
BTI
114
Blue Trust Inc
Georgia
$26K -$14.2K -2,000 -50%
CFD
115
Creative Financial Designs
Indiana
$26K -$1.42K -200 -9%
IA
116
IFP Advisors
Florida
$26K +$5.9K +830 +71%
CT
117
Colonial Trust
South Carolina
$24.1K
FWM
118
FSA Wealth Management
Massachusetts
$23.4K +$7.11K +1,000 +125%
TRCT
119
Tower Research Capital (TRC)
New York
$23.4K -$74.7K -10,497 -85%
RS
120
R Squared
Hong Kong
$21.7K +$11.9K +1,670 New
SS
121
SBI Securities
Japan
$19.4K +$10.6K +1,492 New
National Bank of Canada
122
National Bank of Canada
Quebec, Canada
$16.9K
GWM
123
Geneos Wealth Management
Colorado
$16.8K +$9.2K +1,294 New
Twin Tree Management
124
Twin Tree Management
Texas
$16.7K +$9.14K +1,285 New
BCWM
125
Bartlett & Co Wealth Management
Ohio
$16.6K

RUM Hedge Fund Activity: Q4 2024 in Review

191 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in RUM Group Inc (RUM) for Q4 2024, worth a combined $437M — up 238% from $129M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new RUM positions and 21 closed out — a net gain of 29 holders — while 46 added to existing stakes and 32 trimmed.

The largest buyer was UBS Group, adding an estimated $9.95M. The largest seller was Morgan Stanley, cutting an estimated $1.5M.

  • 191 institutional investors held RUM Group Inc (RUM) as of Q4 2024, up from 166 in Q3 2024.
  • Funds reported $437M of RUM Group Inc stock for Q4 2024, up 238% quarter-over-quarter.
  • 50 funds opened new RUM Group Inc positions in Q4 2024 and 21 closed out, a net change of +29 holders.
  • The largest RUM Group Inc buyer in Q4 2024 was UBS Group, an estimated $9.95M added.
  • The largest RUM Group Inc seller in Q4 2024 was Morgan Stanley, an estimated $1.5M sold.

Based on aggregated 13F filings for Q4 2024.