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The ONE Group

61 hedge funds and large institutions have $86.3M invested in The ONE Group in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 20

14% more capital invested

Capital invested by funds: $75.6M → $86.3M (+$10.8M)

0.44% more ownership

Funds ownership: 43.64%44.09% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less funds holding

Funds holding: 6561 (-4)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
61
Holders Change
-4
Holders Change %
-6.15%
% of All Funds
0.89%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
26
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1
Kanen Wealth Management
Florida
$28M +$17.6K +3,545 +0.1%
BlackRock
2
BlackRock
New York
$9.04M +$411K +82,966 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.96M +$65.4K +13,202 +0.9%
First Eagle Investment Management
4
First Eagle Investment Management
New York
$5.45M +$1.04M +209,985 +31%
CM
5
CastleKnight Management
New York
$4.91M +$27.3K +5,500 +0.7%
MIM
6
Meros Investment Management
Texas
$4.18M +$37.9K +7,648 +1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.94M +$72.9K +14,706 +3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$2.81M -$120K -24,156 -5%
NC
9
Nokomis Capital
Texas
$2.76M +$63.9K +12,898 +3%
State Street
10
State Street
Massachusetts
$2.4M +$29.9K +6,030 +2%
JIM
11
JCP Investment Management
Texas
$2.39M -$759K -153,233 -82%
RHJA
12
Rice Hall James & Associates
California
$1.55M -$66.3K -13,374 -5%
Morgan Stanley
13
Morgan Stanley
New York
$1.21M +$638K +128,810 +188%
American Century Companies
14
American Century Companies
Missouri
$1.18M +$426 +86 +0%
Northern Trust
15
Northern Trust
Illinois
$1.16M -$12.3K -2,490 -1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$790K -$49K -9,897 -7%
PCM
17
Potomac Capital Management
New York
$613K +$10.8K +2,172 +2%
Goldman Sachs
18
Goldman Sachs
New York
$419K -$55 -11 -0%
First Trust Advisors
19
First Trust Advisors
Illinois
$415K +$4.33K +874 +1%
Charles Schwab
20
Charles Schwab
California
$381K
Renaissance Technologies
21
Renaissance Technologies
New York
$365K -$145K -29,300 -33%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$330K -$39.5K -7,965 -13%
RI
23
Ridgewood Investments
New Jersey
$295K
TSW
24
Thompson Siegel & Walmsley
Virginia
$293K -$3.81K -768 -2%
Barclays
25
Barclays
United Kingdom
$288K +$131K +26,392 +128%

STKS Hedge Fund Activity: Q4 2023 in Review

61 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in The ONE Group (STKS) for Q4 2023, worth a combined $86.3M — up 14% from $75.6M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of STKS and 7 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 26 added.

The largest buyer was First Eagle Investment Management, adding an estimated $1.04M. The largest seller was Gilder Gagnon Howe & Co, exiting entirely with an estimated $1.21M sold.

  • 61 institutional investors held The ONE Group (STKS) as of Q4 2023, down from 65 in Q3 2023.
  • Funds reported $86.3M of The ONE Group stock for Q4 2023, up 14% quarter-over-quarter.
  • 7 funds opened new The ONE Group positions in Q4 2023 and 11 closed out, a net change of -4 holders.
  • The largest The ONE Group buyer in Q4 2023 was First Eagle Investment Management, an estimated $1.04M added.
  • The largest The ONE Group seller in Q4 2023 was Gilder Gagnon Howe & Co, an estimated $1.21M sold.

Based on aggregated 13F filings for Q4 2023.