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SurgePays
SURG

33 hedge funds and large institutions have $8.64M invested in SurgePays in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,592% more call options, than puts

Call options by funds: $4.47M | Put options by funds: $166K

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

18% more funds holding

Funds holding: 28 → 33 (+5)

3% more capital invested

Capital invested by funds: $8.4M → $8.64M (+$236K)

3.21% less ownership

Funds ownership: 12.63% → 9.41% (-3.2%)

Holders
33
Holders Change
+5
Holders Change %
+17.86%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
10
Reduced
5
Closed
7
Calls
$4.47M
Puts
$166K
Net Calls
+$4.3M
Net Calls Change
+$1.5M

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$259K
2
BlackRock
BlackRock
New York
+$150K
3
Northern Trust
Northern Trust
Illinois
+$149K
4
GCP
GSA Capital Partners
United Kingdom
+$112K
5
Victory Capital Management
Victory Capital Management
Texas
+$87.1K

Top Sellers

Rank Fund Capital Flow
1
PP
Praetorian PR
Puerto Rico
-$2.11M
2
MA
MYDA Advisors
New York
-$574K
3
TI
Trexquant Investment
Connecticut
-$161K
4
Marshall Wace
Marshall Wace
United Kingdom
-$159K
5
Walleye Capital
Walleye Capital
New York
-$93.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
26
Fifth Third Bancorp
Ohio
$23.2K – – –
TC
27
Truvestments Capital
Florida
$10.3K +$8.5K +1,596 New
CAM
28
Creekmur Asset Management
Illinois
$5.39K +$4.45K +835 New
TRCT
29
Tower Research Capital (TRC)
New York
$4.95K -$2.12K -399 -34%
Morgan Stanley
30
Morgan Stanley
New York
$2.58K +$2.13K +400 New
Wells Fargo
31
Wells Fargo
California
$426 +$21 +4 +6%
Bank of America
32
Bank of America
North Carolina
$78 +$64 +12 New
PP
33
Praetorian PR
Puerto Rico
– -$2.11M -450,000 Closed
TI
34
Trexquant Investment
Connecticut
– -$161K -34,372 Closed
Walleye Capital
35
Walleye Capital
New York
– -$93.9K -20,063 Closed
CCM
36
Corsair Capital Management
New York
– -$91.2K -19,495 Closed
OQS
37
Occudo Quantitative Strategies
Florida
– -$67.7K -14,462 Closed
Citadel Advisors
38
Citadel Advisors
Florida
– -$6.01K -1,129 Closed
Fidelity Investments
39
Fidelity Investments
Massachusetts
– -$936 -200 Closed
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
– +$192 +36 New
1
2

SURG Hedge Fund Activity: Q4 2023 in Review

33 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in SurgePays (SURG) for Q4 2023, worth a combined $8.64M — up 2.8% from $8.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SURG positions and 7 closed out — a net gain of 5 holders — while 10 added to existing stakes and 5 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $259K. The largest seller was Praetorian PR, exiting entirely with an estimated $2.11M sold.

  • 33 institutional investors held SurgePays (SURG) as of Q4 2023, up from 28 in Q3 2023.
  • Funds reported $8.64M of SurgePays stock for Q4 2023, up 2.8% quarter-over-quarter.
  • 12 funds opened new SurgePays positions in Q4 2023 and 7 closed out, a net change of +5 holders.
  • The largest SurgePays buyer in Q4 2023 was Renaissance Technologies, an estimated $259K added.
  • The largest SurgePays seller in Q4 2023 was Praetorian PR, an estimated $2.11M sold.

Based on aggregated 13F filings for Q4 2023.