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RUM Group Inc
RUM

131 hedge funds and large institutions have $204M invested in RUM Group Inc in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more call options, than puts

Call options by funds: $21.7M | Put options by funds: $5.38M

164% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 14

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

106% more capital invested

Capital invested by funds: $98.8M → $204M (+$105M)

11% more funds holding

Funds holding: 118 → 131 (+13)

4.49% more ownership

Funds ownership: 14.88% → 19.36% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
131
Holders Change
+13
Holders Change %
+11.02%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
37
Reduced
14
Closed
13
Calls
$21.7M
Puts
$5.38M
Net Calls
+$16.3M
Net Calls Change
+$7.13M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$11.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$10.4M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$6.85M
4
BRWA
B. Riley Wealth Advisors
Florida
+$4.54M
5
Charles Schwab
Charles Schwab
California
+$3.72M

Top Sellers

Rank Fund Capital Flow
1
CF
Cantor Fitzgerald
New York
-$6.66M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$92.5K
3
SSG
Summit Securities Group
New York
-$89.4K
4
JP Morgan Chase
JP Morgan Chase
New York
-$88.1K
5
CSS
Cubist Systematic Strategies
Connecticut
-$86.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
126
Global Retirement Partners
California
$251 -$6.95K -771 -96%
SJIM
127
St. Johns Investment Management
Florida
$250 – – –
MLA
128
MB, Levis & Associates
Pennsylvania
$230 – – –
2L
129
25 LLC
Missouri
$208 +$189 +21 New
HNB
130
Huntington National Bank
Ohio
$12 – – –
CSS
131
Cubist Systematic Strategies
Connecticut
– -$86.9K -14,600 Closed
XT
132
XTX Topco
Cayman Islands
– -$80.8K -13,582 Closed
MCC
133
Money Concepts Capital
Florida
– -$14.6K -2,458 Closed
PFG
134
Piershale Financial Group
Illinois
– -$9.52K -1,600 Closed
NC
135
NewSquare Capital
Pennsylvania
– -$5.3K -891 Closed
CAS
136
Coppell Advisory Solutions
Texas
– -$2.98K -500 Closed
CASC
137
Coppell Advisory Solutions Corp
Texas
– -$2.98K -500 Closed
USCWA
138
U.S. Capital Wealth Advisors
Texas
– -$2.98K -500 Closed
BIA
139
Bell Investment Advisors
California
– -$649 -109 Closed
TF
140
TimeScale Financial
Massachusetts
– -$1.23K -100 Closed
NA
141
NewEdge Advisors
Louisiana
– -$339 -57 Closed
ZIG
142
Zullo Investment Group
Pennsylvania
– -$214 -36 Closed
Citadel Advisors
143
Citadel Advisors
Florida
– -$234 -26 Closed
2 3 4 5
6

RUM Hedge Fund Activity: Q1 2023 in Review

131 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in RUM Group Inc (RUM) for Q1 2023, worth a combined $204M — up 106% from $98.8M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new RUM positions and 13 closed out — a net gain of 15 holders — while 37 added to existing stakes and 14 trimmed.

The largest buyer was BlackRock, adding an estimated $11.3M. The largest seller was Cantor Fitzgerald, cutting an estimated $6.66M.

  • 131 institutional investors held RUM Group Inc (RUM) as of Q1 2023, up from 118 in Q4 2022.
  • Funds reported $204M of RUM Group Inc stock for Q1 2023, up 106% quarter-over-quarter.
  • 28 funds opened new RUM Group Inc positions in Q1 2023 and 13 closed out, a net change of +15 holders.
  • The largest RUM Group Inc buyer in Q1 2023 was BlackRock, an estimated $11.3M added.
  • The largest RUM Group Inc seller in Q1 2023 was Cantor Fitzgerald, an estimated $6.66M sold.

Based on aggregated 13F filings for Q1 2023.