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SurgePays
SURG

13 hedge funds and large institutions have $2.25M invested in SurgePays in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more capital invested

Capital invested by funds: $1.12M → $2.25M (+$1.13M)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

8% more funds holding

Funds holding: 12 → 13 (+1)

0.05% less ownership

Funds ownership: 4.62% → 4.57% (-0.05%)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

Holders
13
Holders Change
+1
Holders Change %
+8.33%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
3
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$92K
2
KAS
Kestra Advisory Services
Texas
+$85.6K
3
SC
Shay Capital
New York
+$80.6K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$78.1K
5
Northern Trust
Northern Trust
Illinois
+$42.1K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$178K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$67K
3
VF
Virtu Financial
New York
-$42K
4
Citadel Advisors
Citadel Advisors
Florida
-$27K
5
UBS Group
UBS Group
Switzerland
-$18.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.24M -$178K -57,800 -16%
KAS
2
Kestra Advisory Services
Texas
$315K +$85.6K +27,850 +56%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$210K +$78.1K +25,412 +97%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$122K +$92K +29,915 New
SC
5
Shay Capital
New York
$107K +$80.6K +26,228 New
Verition Fund Management
6
Verition Fund Management
Connecticut
$82K -$22 -7 -0%
UBS Group
7
UBS Group
Switzerland
$77K -$18.7K -6,077 -24%
Northern Trust
8
Northern Trust
Illinois
$56K +$42.1K +13,688 New
TRCT
9
Tower Research Capital (TRC)
New York
$16K +$6.95K +2,262 +132%
Fifth Third Bancorp
10
Fifth Third Bancorp
Ohio
$15K – – –
CWM
11
Curi Wealth Management
North Carolina
$4K – – –
Morgan Stanley
12
Morgan Stanley
New York
$2K +$1.31K +426 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
– -$67K -33,173 Closed
VF
14
Virtu Financial
New York
– -$42K -20,839 Closed
Citadel Advisors
15
Citadel Advisors
Florida
– -$27K -13,584 Closed
Wells Fargo
16
Wells Fargo
California
– -$3 -1 -2%

SURG Hedge Fund Activity: Q1 2022 in Review

13 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in SurgePays (SURG) for Q1 2022, worth a combined $2.25M — up 100% from $1.12M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SURG positions and 3 closed out — a net gain of 1 holder — while 3 added to existing stakes and 4 trimmed.

The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $92K. The largest seller was Vanguard Group, cutting an estimated $178K.

  • 13 institutional investors held SurgePays (SURG) as of Q1 2022, up from 12 in Q4 2021.
  • Funds reported $2.25M of SurgePays stock for Q1 2022, up 100% quarter-over-quarter.
  • 4 funds opened new SurgePays positions in Q1 2022 and 3 closed out, a net change of +1 holder.
  • The largest SurgePays buyer in Q1 2022 was Commonwealth Equity Services, an estimated $92K added.
  • The largest SurgePays seller in Q1 2022 was Vanguard Group, an estimated $178K sold.

Based on aggregated 13F filings for Q1 2022.