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SPAR Group
SGRP

16 hedge funds and large institutions have $1.99M invested in SPAR Group in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

11% more capital invested

Capital invested by funds: $1.8M → $1.99M (+$194K)

0% more funds holding

Funds holding: 16 → 16 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
16
Holders Change
–
Holders Change %
0%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SKK
Shepherd Kaplan Krochuk
Massachusetts
+$107K
2
Wells Fargo
Wells Fargo
California
+$32.2K
3
Creative Planning
Creative Planning
Kansas
+$8.95K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.19K
5
UBS Group
UBS Group
Switzerland
+$439

Top Sellers

Rank Fund Capital Flow
1
SS
Simplicity Solutions
Minnesota
-$16K
2
VKH
Virtu KCG Holdings
New York
-$16K
3
Morgan Stanley
Morgan Stanley
New York
-$1
Name Holding Trade Value Shares
Change 		Change in
Stake
RC
1
RBF Capital
California
$1.32M – – –
Wells Fargo
2
Wells Fargo
California
$350K +$32.2K +21,575 +10%
SKK
3
Shepherd Kaplan Krochuk
Massachusetts
$105K +$107K +71,971 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$87K +$1.19K +800 +1%
EVC
5
Eidelman Virant Capital
Missouri
$51K – – –
Citadel Advisors
6
Citadel Advisors
Florida
$30K +$379 +254 +1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$17K – – –
Creative Planning
8
Creative Planning
Kansas
$9K +$8.95K +6,000 New
BA
9
BlackRock Advisors
Delaware
$5K – – –
TRCT
10
Tower Research Capital (TRC)
New York
$5K +$288 +193 +6%
WRM
11
Westport Resources Management
Connecticut
$3K – – –
UBS Group
12
UBS Group
Switzerland
$3K +$439 +294 +16%
BIT
13
BlackRock Institutional Trust
California
$2K – – –
TIM
14
Tortoise Investment Management
New York
$2K – – –
VKH
15
Virtu KCG Holdings
New York
– -$16K -11,524 Closed
SS
16
Simplicity Solutions
Minnesota
– -$16K -11,374 Closed
Morgan Stanley
17
Morgan Stanley
New York
– -$1 -1 -0.3%

SGRP Hedge Fund Activity: Q1 2015 in Review

16 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in SPAR Group (SGRP) for Q1 2015, worth a combined $1.99M — up 11% from $1.8M a quarter earlier.

Fund positioning in SGRP was balanced in Q1 2015: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 1 trimmed.

The largest buyer was Shepherd Kaplan Krochuk, opening a new position worth an estimated $107K. The largest seller was Simplicity Solutions, exiting entirely with an estimated $16K sold.

  • 16 institutional investors held SPAR Group (SGRP) as of Q1 2015, unchanged from Q4 2014.
  • Funds reported $1.99M of SPAR Group stock for Q1 2015, up 11% quarter-over-quarter.
  • 2 funds opened new SPAR Group positions in Q1 2015 and 2 closed out, a net change of 0 holders.
  • The largest SPAR Group buyer in Q1 2015 was Shepherd Kaplan Krochuk, an estimated $107K added.
  • The largest SPAR Group seller in Q1 2015 was Simplicity Solutions, an estimated $16K sold.

Based on aggregated 13F filings for Q1 2015.