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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.95M +$255K +38,195 +8%
CCC
2
Cable Car Capital
California
$1.54M +$2.67M +400,000 New
Bank of New York Mellon
3
Bank of New York Mellon
New York
$481K +$834K +125,003 New
Geode Capital Management
4
Geode Capital Management
Massachusetts
$455K +$66.5K +9,975 +9%
Simplex Trading
5
Simplex Trading
Illinois
$296K +$514K +77,097 New
MA
6
MYDA Advisors
New York
$277K -$430K -64,540 -47%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$270K +$468K +70,199 New
TC
8
Truvestments Capital
Florida
$224K +$377K +56,527 +3,542%
IMC Chicago
9
IMC Chicago
Illinois
$221K +$383K +57,440 New
BlackRock
10
BlackRock
New York
$194K +$3.66K +549 +1%
B
11
Bailard
California
$188K -$111K -16,711 -26%
Jane Street
12
Jane Street
New York
$164K +$283K +42,491 New
Northern Trust
13
Northern Trust
Illinois
$151K -$20.8K -3,120 -7%
GCP
14
GSA Capital Partners
United Kingdom
$141K +$103K +15,510 +74%
State Street
15
State Street
Massachusetts
$138K +$36K +5,400 +18%
PFM
16
Privium Fund Management
Netherlands
$109K +$188K +28,200 New
Mariner
17
Mariner
Kansas
$106K +$183K +27,500 New
National Bank of Canada
18
National Bank of Canada
Quebec, Canada
$91.9K +$160K +24,000 New
JP Morgan Chase
19
JP Morgan Chase
New York
$86.6K +$150K +22,500 New
Millennium Management
20
Millennium Management
New York
$64.4K +$112K +16,729 New
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$62.9K +$39.4K +5,901 +57%
Osaic Holdings
22
Osaic Holdings
Arizona
$60.6K +$18.4K +2,762 +21%
NA
23
NewEdge Advisors
Louisiana
$56.3K +$20.1K +3,018 +26%
JIR
24
James Investment Research
Ohio
$50K +$20K +3,000 +30%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$47K +$81.4K +12,200 New

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.