Sovereign's Capital Flourish Fund
SOVF
SOVF
10 hedge funds and large institutions have $24.8M invested in Sovereign's Capital Flourish Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
10
Holders Change
+5
Holders Change %
+100%
% of All Funds
0.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
2
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
CM
1
Cornerstone Management
Duluth,
Georgia
|
$3.18M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
EWA
1
EverSource Wealth Advisors
Birmingham,
Alabama
| $15.7M | +$3.07M | +110,934 | +24% |
|
|
CM
2
Cornerstone Management
Duluth,
Georgia
| $3.18M | -$7.08K | -238 | -0.2% |
|
|
VA
3
Vident Advisory
Alpharetta,
Georgia
| $2.41M | – | – | – |
|
|
VA
4
Valmark Advisers
Akron,
Ohio
| $1.64M | +$1.64M | +55,143 | New |
|
|
KP
5
Keel Point
Huntsville,
Alabama
| $808K | +$446K | +14,993 | +123% |
|
|
BTI
6
Blue Trust Inc
Alpharetta,
Georgia
| $790K | +$790K | +26,557 | New |
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $270K | +$270K | +9,089 | New |
|
8
UBS Group
Zurich,
Switzerland
| $16.4K | +$16.4K | +552 | New |
|
|
SPIA
9
Steward Partners Investment Advisory
New York
| $2.98K | – | – | – |
|
|
WWP
10
WR Wealth Planners
Columbia,
Missouri
| $2.23K | +$2.23K | +75 | New |
|