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The ONE Group

21 hedge funds and large institutions have $3.03M invested in The ONE Group in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

17% more funds holding

Funds holding: 1821 (+3)

4% more capital invested

Capital invested by funds: $2.91M → $3.03M (+$121K)

1.42% less ownership

Funds ownership: 7.88%6.45% (-1.4%)

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
3
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.27M -$26.2K -16,101 -2%
GAG
2
GM Advisory Group
New York
$794K
Renaissance Technologies
3
Renaissance Technologies
New York
$212K -$741 -456 -0.3%
PM
4
Penbrook Management
New York
$159K
BlackRock
5
BlackRock
New York
$149K +$17.1K +10,537 +13%
PP
6
Prospector Partners
Connecticut
$94K -$22.3K -13,700 -19%
RI
7
Ridgewood Investments
New Jersey
$90K -$10.7K -6,586 -11%
Truist Financial
8
Truist Financial
North Carolina
$65K -$139K -85,771 -68%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$50K -$4.7K -2,890 -8%
TSW
10
Thompson Siegel & Walmsley
Virginia
$47K -$221K -135,777 -83%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$41K +$107 +66 +0.3%
Northern Trust
12
Northern Trust
Illinois
$36K
LPL Financial
13
LPL Financial
California
$16K +$16.3K +10,000 New
OSAM
14
O'Shaughnessy Asset Management
Connecticut
$2K -$6.51K -4,003 -79%
UBS Group
15
UBS Group
Switzerland
$1K +$909 +559 New
TRCT
16
Tower Research Capital (TRC)
New York
$1K +$919 +565 New
Bank of America
17
Bank of America
North Carolina
$1K +$1.24K +765 New
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$1K +$1.36K +837 New
FA
19
Friess Associates
Delaware
-$134K -103,856 Closed
BCM
20
Bridgeway Capital Management
Texas
-$47K -36,600 Closed
DCM
21
Driehaus Capital Management
Illinois
-$15K -11,524 Closed
Morgan Stanley
22
Morgan Stanley
New York
-$2K -1,187 Closed
Wells Fargo
23
Wells Fargo
California
+$2 +1 +0.8%
JP Morgan Chase
24
JP Morgan Chase
New York
+$16 +10 New
Barclays
25
Barclays
United Kingdom
+$72 +44 New

STKS Hedge Fund Activity: Q2 2020 in Review

21 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in The ONE Group (STKS) for Q2 2020, worth a combined $3.03M — up 4.2% from $2.91M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new STKS positions and 4 closed out — a net gain of 3 holders — while 3 added to existing stakes and 8 trimmed.

The largest buyer was BlackRock, adding an estimated $17.1K. The largest seller was Thompson Siegel & Walmsley, cutting an estimated $221K.

  • 21 institutional investors held The ONE Group (STKS) as of Q2 2020, up from 18 in Q1 2020.
  • Funds reported $3.03M of The ONE Group stock for Q2 2020, up 4.2% quarter-over-quarter.
  • 7 funds opened new The ONE Group positions in Q2 2020 and 4 closed out, a net change of +3 holders.
  • The largest The ONE Group buyer in Q2 2020 was BlackRock, an estimated $17.1K added.
  • The largest The ONE Group seller in Q2 2020 was Thompson Siegel & Walmsley, an estimated $221K sold.

Based on aggregated 13F filings for Q2 2020.