We are live on ! Find out more
SOVF icon

Sovereign's Capital Flourish Fund

5 hedge funds and large institutions have $18.6M invested in Sovereign's Capital Flourish Fund in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

63.77% more ownership

Funds ownership: 0%63.77% (+64%)

Holders
5
Holders Change
+5
Holders Change %
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1
EverSource Wealth Advisors
Alabama
$12.9M +$11.8M +456,290 New
CM
2
Cornerstone Management
Georgia
$3.04M +$2.77M +107,241 New
VA
3
Vident Advisory
Georgia
$2.3M +$2.09M +81,050 New
KP
4
Keel Point
Alabama
$346K +$315K +12,182 New
SPIA
5
Steward Partners Investment Advisory
New York
$2.84K +$2.58K +100 New

SOVF Hedge Fund Activity: Q4 2023 in Review

5 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Sovereign's Capital Flourish Fund (SOVF) for Q4 2023, worth a combined $18.6M.

Buyers outnumbered sellers: 5 funds opened new SOVF positions and 0 closed out — a net gain of 5 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was EverSource Wealth Advisors, opening a new position worth an estimated $11.8M.

  • 5 institutional investors held Sovereign's Capital Flourish Fund (SOVF) as of Q4 2023, up from 0 in Q3 2023.
  • Funds reported $18.6M of Sovereign's Capital Flourish Fund stock for Q4 2023.
  • 5 funds opened new Sovereign's Capital Flourish Fund positions in Q4 2023 and 0 closed out, a net change of +5 holders.
  • The largest Sovereign's Capital Flourish Fund buyer in Q4 2023 was EverSource Wealth Advisors, an estimated $11.8M added.

Based on aggregated 13F filings for Q4 2023.