We are live on ! Find out more
RUM icon

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
APC
126
Aspire Private Capital
North Carolina
$408
PA
127
PSI Advisors
Florida
$408
MFG
128
Mendota Financial Group
Wisconsin
$255
RCM
129
Raleigh Capital Management
North Carolina
$255
CWA
130
Carolina Wealth Advisors
South Carolina
$204
SJIM
131
St. Johns Investment Management
Florida
$128
MLA
132
MB, Levis & Associates
Pennsylvania
$117
FWM
133
Focused Wealth Management
New York
$77 +$112 +15 New
HNB
134
Huntington National Bank
Ohio
$12
BRWA
135
B. Riley Wealth Advisors
Florida
-$4.49M -503,545 Closed
VCM
136
Valiant Capital Management
California
-$2.75M -308,641 Closed
HKAM
137
Horizon Kinetics Asset Management
New York
-$577K -64,707 Closed
BCM
138
Bayesian Capital Management
New York
-$326K -36,600 Closed
Susquehanna International Group
139
Susquehanna International Group
Pennsylvania
-$136K -18,206 Closed
CC
140
Centiva Capital
New York
-$141K -15,806 Closed
Balyasny Asset Management
141
Balyasny Asset Management
Illinois
-$127K -14,242 Closed
NFG
142
Norris Financial Group
South Carolina
-$94K -10,536 Closed
BA
143
Bristlecone Advisors
Washington
-$91K -10,200 Closed
SF
144
Safeguard Financial
Wisconsin
-$27K -3,119 Closed
FA
145
Fiduciary Alliance
South Carolina
-$13.4K -1,500 Closed
WP
146
WealthPLAN Partners
Nebraska
-$4.68K -525 Closed
HS
147
Horan Securities
United States
-$1.78K -200 Closed
BWS
148
Buck Wealth Strategies
Colorado
-$1.56K -175 Closed
ARS
149
Adirondack Retirement Specialists
New York
-$892 -100 Closed
VWM
150
Venturi Wealth Management
Texas
-$446 -50 Closed

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.