SPAR Group
SGRP
28 hedge funds and large institutions have $10M invested in SPAR Group in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 7 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 4
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
8% more funds holding
Funds holding: 26 → 28 (+2)
6.31% more ownership
Funds ownership: 10.97% → 17.28% (+6.3%)
86% less capital invested
Capital invested by funds: $70.5M → $10M (-$60.5M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Beryl Capital Management
Redondo Beach,
California
|
+$1.52M |
| 2 |
GF
Gabelli Funds
Rye,
New York
|
+$364K |
| 3 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
+$323K |
| 4 |
Renaissance Technologies
New York
|
+$198K |
| 5 |
PCM
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
+$180K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$291K |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$119K |
| 3 |
IA
IAM Advisory
Easton,
Pennsylvania
|
-$32.3K |
| 4 |
MAM
Marotta Asset Management
Charlottesville,
Virginia
|
-$32K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$27K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $289 | +$58 | +28 | +31% |
|
27
JP Morgan Chase
New York
| $64 | -$8 | -4 | -13% |
|
28
UBS Group
Zurich,
Switzerland
| $5 | -$8.6K | -4,129 | -100% |
|
|
29
Fidelity Investments
Boston,
Massachusetts
| – | -$291K | -120,770 | Closed |
|
|
NA
30
NewEdge Advisors
New Orleans,
Louisiana
| – | -$119K | -49,408 | Closed |
|
|
MAM
31
Marotta Asset Management
Charlottesville,
Virginia
| – | -$32K | -13,500 | Closed |
|
|
IA
32
IAM Advisory
Easton,
Pennsylvania
| – | -$32.3K | -13,393 | Closed |
|
|
33
Acadian Asset Management
Boston,
Massachusetts
| – | -$27K | -11,313 | Closed |
|
34
Verition Fund Management
Greenwich,
Connecticut
| – | -$26.8K | -11,103 | Closed |
|
35
Wells Fargo
San Francisco,
California
| – | -$10.9K | -4,535 | Closed |
|
SGRP Hedge Fund Activity: Q3 2024 in Review
28 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in SPAR Group (SGRP) for Q3 2024, worth a combined $10M — down 86% from $70.5M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SGRP positions and 7 closed out — a net gain of 2 holders — while 10 added to existing stakes and 4 trimmed.
The largest buyer was Beryl Capital Management, opening a new position worth an estimated $1.52M. The largest seller was Fidelity Investments, exiting entirely with an estimated $291K sold.
- 28 institutional investors held SPAR Group (SGRP) as of Q3 2024, up from 26 in Q2 2024.
- Funds reported $10M of SPAR Group stock for Q3 2024, down 86% quarter-over-quarter.
- 9 funds opened new SPAR Group positions in Q3 2024 and 7 closed out, a net change of +2 holders.
- The largest SPAR Group buyer in Q3 2024 was Beryl Capital Management, an estimated $1.52M added.
- The largest SPAR Group seller in Q3 2024 was Fidelity Investments, an estimated $291K sold.
Based on aggregated 13F filings for Q3 2024.