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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
PA
126
Parallel Advisors
California
$449 – – –
APC
127
Aspire Private Capital
North Carolina
$359 – – –
PA
128
PSI Advisors
Florida
$359 – – –
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$359 +$390 +80 New
MFG
130
Mendota Financial Group
Wisconsin
$225 – – –
RCM
131
Raleigh Capital Management
North Carolina
$225 – – –
CWA
132
Carolina Wealth Advisors
South Carolina
$179 – – –
SJIM
133
St. Johns Investment Management
Florida
$112 – – –
MLA
134
MB, Levis & Associates
Pennsylvania
$103 – – –
FWM
135
Focused Wealth Management
New York
$67 – – –
MSG
136
Main Street Group
Virginia
$44 +$49 +10 New
HNB
137
Huntington National Bank
Ohio
$12 – – –
JCM
138
JAT Capital Management
Connecticut
– -$683K -133,907 Closed
Group One Trading
139
Group One Trading
Illinois
– -$357K -73,276 Closed
VF
140
Virtu Financial
New York
– -$295K -57,746 Closed
MWM
141
Merriman Wealth Management
Washington
– -$263K -51,545 Closed
CMF
142
Counterpoint Mutual Funds
California
– -$138K -27,060 Closed
RAG
143
RIA Advisory Group
Iowa
– -$110K -21,650 Closed
FPCP
144
Fort Point Capital Partners
California
– -$107K -21,025 Closed
HF
145
HRT Financial
New York
– -$97K -19,117 Closed
AWS
146
Atria Wealth Solutions
New York
– -$86.3K -16,925 Closed
RJA
147
Raymond James & Associates
Florida
– -$65.5K -12,835 Closed
Stifel Financial
148
Stifel Financial
Missouri
– -$63.4K -12,423 Closed
Wealth Enhancement Advisory Services
149
Wealth Enhancement Advisory Services
Minnesota
– -$54.2K -10,624 Closed
Belvedere Trading
150
Belvedere Trading
Illinois
– -$52.2K -10,227 Closed
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.