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SurgePays
SURG

19 hedge funds and large institutions have $4.21M invested in SurgePays in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $321K | Put options by funds: $138K

88% more capital invested

Capital invested by funds: $2.25M → $4.21M (+$1.97M)

46% more funds holding

Funds holding: 13 → 19 (+6)

2.67% more ownership

Funds ownership: 4.57% → 7.24% (+2.7%)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

Holders
19
Holders Change
+6
Holders Change %
+46.15%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
4
Reduced
5
Closed
–
Calls
$321K
Puts
$138K
Net Calls
+$183K
Net Calls Change
+$183K

Top Buyers

Rank Fund Capital Flow
1
EI
EAM Investors
California
+$1.18M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$142K
3
BlackRock
BlackRock
New York
+$62.9K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$50.4K
5
State Street
State Street
Massachusetts
+$46.8K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$63.5K
2
SC
Shay Capital
New York
-$60.3K
3
Verition Fund Management
Verition Fund Management
Connecticut
-$21.1K
4
TRCT
Tower Research Capital (TRC)
New York
-$14.1K
5
Morgan Stanley
Morgan Stanley
New York
-$110
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.49M +$17.3K +4,107 +1%
EI
2
EAM Investors
California
$1.35M +$1.18M +279,490 New
Geode Capital Management
3
Geode Capital Management
Massachusetts
$411K +$142K +33,587 +65%
KAS
4
Kestra Advisory Services
Texas
$373K – – –
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$144K – – –
Verition Fund Management
6
Verition Fund Management
Connecticut
$72K -$21.1K -5,000 -25%
BlackRock
7
BlackRock
New York
$72K +$62.9K +14,923 New
Northern Trust
8
Northern Trust
Illinois
$69K +$2.96K +701 +5%
SC
9
Shay Capital
New York
$58K -$60.3K -14,287 -54%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$58K +$50.4K +11,950 New
State Street
11
State Street
Massachusetts
$54K +$46.8K +11,100 New
Simplex Trading
12
Simplex Trading
Illinois
$20K +$18.1K +4,284 New
UBS Group
13
UBS Group
Switzerland
$18K -$63.5K -15,064 -80%
Fifth Third Bancorp
14
Fifth Third Bancorp
Ohio
$17K – – –
CWM
15
Curi Wealth Management
North Carolina
$6K – – –
TRCT
16
Tower Research Capital (TRC)
New York
$3K -$14.1K -3,351 -84%
Morgan Stanley
17
Morgan Stanley
New York
$2K -$110 -26 -6%
CS
18
Credit Suisse
Switzerland
– +$4 +1 New
Wells Fargo
19
Wells Fargo
California
– +$17 +4 +9%

SURG Hedge Fund Activity: Q2 2022 in Review

19 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in SurgePays (SURG) for Q2 2022, worth a combined $4.21M — up 88% from $2.25M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SURG positions and 0 closed out — a net gain of 6 holders — while 4 added to existing stakes and 5 trimmed.

The largest buyer was EAM Investors, opening a new position worth an estimated $1.18M. The largest seller was UBS Group, cutting an estimated $63.5K.

  • 19 institutional investors held SurgePays (SURG) as of Q2 2022, up from 13 in Q1 2022.
  • Funds reported $4.21M of SurgePays stock for Q2 2022, up 88% quarter-over-quarter.
  • 6 funds opened new SurgePays positions in Q2 2022 and 0 closed out, a net change of +6 holders.
  • The largest SurgePays buyer in Q2 2022 was EAM Investors, an estimated $1.18M added.
  • The largest SurgePays seller in Q2 2022 was UBS Group, an estimated $63.5K sold.

Based on aggregated 13F filings for Q2 2022.