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SurgePays

33 hedge funds and large institutions have $7.55M invested in SurgePays in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 4

10% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $1.43M

0.75% more ownership

Funds ownership: 9.41%10.16% (+0.75%)

0% more funds holding

Funds holding: 3333 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

13% less capital invested

Capital invested by funds: $8.64M → $7.55M (-$1.09M)

Holders
33
Holders Change
Holders Change %
0%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
14
Reduced
4
Closed
15
Calls
$1.58M
Puts
$1.43M
Net Calls
+$145K
Net Calls Change
-$4.16M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
26
Tucker Asset Management
Colorado
$42.2K +$73K +10,952 New
Morgan Stanley
27
Morgan Stanley
New York
$33.5K +$55.4K +8,300 +2,075%
UBS Group
28
UBS Group
Switzerland
$22.5K +$11.4K +1,713 +42%
Citadel Advisors
29
Citadel Advisors
Florida
$13.7K +$23.7K +3,558 New
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$9.12K +$15.8K +2,368 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$3K +$4.14K +621 +1,725%
Wells Fargo
32
Wells Fargo
California
$1.1K +$1.47K +221 +335%
TRCT
33
Tower Research Capital (TRC)
New York
$227 -$4.73K -709 -92%
BCM
34
Bridgeway Capital Management
Texas
-$587K -91,058 Closed
Renaissance Technologies
35
Renaissance Technologies
New York
-$314K -48,700 Closed
Squarepoint
36
Squarepoint
New York
-$289K -44,814 Closed
Marshall Wace
37
Marshall Wace
United Kingdom
-$283K -43,807 Closed
William Blair & Company
38
William Blair & Company
Illinois
-$170K -26,327 Closed
Goldman Sachs
39
Goldman Sachs
New York
-$128K -19,782 Closed
JF
40
Jump Financial
Illinois
-$106K -16,500 Closed
Victory Capital Management
41
Victory Capital Management
Texas
-$106K -16,360 Closed
CSS
42
Cubist Systematic Strategies
Connecticut
-$104K -16,106 Closed
FIA
43
FNY Investment Advisers
New York
-$95K -14,800 Closed
AFP
44
Ausdal Financial Partners
Iowa
-$81.9K -12,692 Closed
OAM
45
Oxford Asset Management
United Kingdom
-$71.5K -11,082 Closed
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
-$23.2K -3,599 Closed
CAM
47
Creekmur Asset Management
Illinois
-$5.39K -835 Closed
Bank of America
48
Bank of America
North Carolina
-$78 -12 Closed

SURG Hedge Fund Activity: Q1 2024 in Review

33 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in SurgePays (SURG) for Q1 2024, worth a combined $7.55M — down 13% from $8.64M a quarter earlier.

Fund positioning in SURG was balanced in Q1 2024: 15 funds opened new positions, 15 closed out, 14 added to existing stakes and 4 trimmed.

The largest buyer was Cable Car Capital, opening a new position worth an estimated $2.67M. The largest seller was Bridgeway Capital Management, exiting entirely with an estimated $587K sold.

  • 33 institutional investors held SurgePays (SURG) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $7.55M of SurgePays stock for Q1 2024, down 13% quarter-over-quarter.
  • 15 funds opened new SurgePays positions in Q1 2024 and 15 closed out, a net change of 0 holders.
  • The largest SurgePays buyer in Q1 2024 was Cable Car Capital, an estimated $2.67M added.
  • The largest SurgePays seller in Q1 2024 was Bridgeway Capital Management, an estimated $587K sold.

Based on aggregated 13F filings for Q1 2024.