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SurgePays

23 hedge funds and large institutions have $4.63M invested in SurgePays in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $316K

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

21% more funds holding

Funds holding: 1923 (+4)

10% more capital invested

Capital invested by funds: $4.21M → $4.63M (+$411K)

0.96% more ownership

Funds ownership: 7.24%8.2% (+0.96%)

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
8
Reduced
2
Closed
4
Calls
$1.33M
Puts
$316K
Net Calls
+$1.01M
Net Calls Change
+$831K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.86M +$515K +100,866 +33%
EI
2
EAM Investors
California
$1.09M -$204K -39,982 -14%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$459K +$80.5K +15,782 +19%
RI
4
Ridgewood Investments
New Jersey
$221K +$248K +48,510 New
Jane Street
5
Jane Street
New York
$147K +$165K +32,329 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$136K
State Street
7
State Street
Massachusetts
$117K +$74.5K +14,600 +132%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$99K +$50.4K +9,873 +83%
Simplex Trading
9
Simplex Trading
Illinois
$96K +$86.3K +16,918 +395%
William Blair & Company
10
William Blair & Company
Illinois
$81K +$90.6K +17,749 New
BlackRock
11
BlackRock
New York
$72K +$4.24K +830 +6%
Marshall Wace
12
Marshall Wace
United Kingdom
$72K +$80.8K +15,829 New
Northern Trust
13
Northern Trust
Illinois
$65K
HF
14
HRT Financial
New York
$56K +$63.2K +12,394 New
TRCT
15
Tower Research Capital (TRC)
New York
$24K +$23.7K +4,645 +738%
Fifth Third Bancorp
16
Fifth Third Bancorp
Ohio
$16K
UBS Group
17
UBS Group
Switzerland
$11K -$6.93K -1,358 -36%
Morgan Stanley
18
Morgan Stanley
New York
$2K
Barclays
19
Barclays
United Kingdom
$1K +$750 +147 New
KAS
20
Kestra Advisory Services
Texas
-$373K -77,150 Closed
Verition Fund Management
21
Verition Fund Management
Connecticut
-$72K -15,000 Closed
SC
22
Shay Capital
New York
-$58K -11,941 Closed
CWM
23
Curi Wealth Management
North Carolina
-$6K -1,170 Closed
Wells Fargo
24
Wells Fargo
California
+$36 +7 +15%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
+$485 +95 New

SURG Hedge Fund Activity: Q3 2022 in Review

23 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in SurgePays (SURG) for Q3 2022, worth a combined $4.63M — up 9.8% from $4.21M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SURG positions and 4 closed out — a net gain of 4 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was Vanguard Group, adding an estimated $515K. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $373K sold.

  • 23 institutional investors held SurgePays (SURG) as of Q3 2022, up from 19 in Q2 2022.
  • Funds reported $4.63M of SurgePays stock for Q3 2022, up 9.8% quarter-over-quarter.
  • 8 funds opened new SurgePays positions in Q3 2022 and 4 closed out, a net change of +4 holders.
  • The largest SurgePays buyer in Q3 2022 was Vanguard Group, an estimated $515K added.
  • The largest SurgePays seller in Q3 2022 was Kestra Advisory Services, an estimated $373K sold.

Based on aggregated 13F filings for Q3 2022.