SOS Limited
19 hedge funds and large institutions have $19.2M invested in SOS Limited in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 3 closing their positions.
34% more capital invested
Capital invested by funds: $14.3M → $19.2M (+$4.89M)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
6% more funds holding
Funds holding: 18 → 19 (+1)
0% less ownership
Funds ownership: 0% → 0% (-0%)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Nepsis Inc
Minneapolis,
Minnesota
|
+$267K |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$117K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$50K |
| 4 |
BFM
Boothbay Fund Management
New York
|
+$33.4K |
| 5 |
EWM
Edge Wealth Management
New York
|
+$16.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPM
Symmetry Peak Management
Radnor,
Pennsylvania
|
-$102K |
| 2 |
Millennium Management
New York
|
-$83.4K |
| 3 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$33.4K |
| 4 |
RWA
Ropes Wealth Advisors
Boston,
Massachusetts
|
-$19K |
| 5 |
Morgan Stanley
New York
|
-$16.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPM
26
Symmetry Peak Management
Radnor,
Pennsylvania
| – | -$102K | -6 | Closed |
|
|
27
Morgan Stanley
New York
| – | -$16.7K | -1 | Closed |
|
|
RWA
28
Ropes Wealth Advisors
Boston,
Massachusetts
| – | -$19K | -1 | Closed |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| – | -$1K | – | – |
|
SOS Hedge Fund Activity: Q3 2018 in Review
19 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in SOS Limited (SOS) for Q3 2018, worth a combined $19.2M — up 34% from $14.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SOS positions and 3 closed out — a net gain of 1 holder — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Nepsis Inc, adding an estimated $267K. The largest seller was Symmetry Peak Management, exiting entirely with an estimated $102K sold.
- 19 institutional investors held SOS Limited (SOS) as of Q3 2018, up from 18 in Q2 2018.
- Funds reported $19.2M of SOS Limited stock for Q3 2018, up 34% quarter-over-quarter.
- 4 funds opened new SOS Limited positions in Q3 2018 and 3 closed out, a net change of +1 holder.
- The largest SOS Limited buyer in Q3 2018 was Nepsis Inc, an estimated $267K added.
- The largest SOS Limited seller in Q3 2018 was Symmetry Peak Management, an estimated $102K sold.
Based on aggregated 13F filings for Q3 2018.