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SurgePays

27 hedge funds and large institutions have $3.46M invested in SurgePays in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

13% more call options, than puts

Call options by funds: $52K | Put options by funds: $46K

0.19% more ownership

Funds ownership: 9.34%9.53% (+0.19%)

16% less funds holding

Funds holding: 3227 (-5)

40% less capital invested

Capital invested by funds: $5.78M → $3.46M (-$2.31M)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
27
Holders Change
-5
Holders Change %
-15.63%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
4
Closed
9
Calls
$52K
Puts
$46K
Net Calls
+$6K
Net Calls Change
-$334K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.08M +$126K +55,664 +10%
CCC
2
Cable Car Capital
California
$948K +$261K +115,000 +29%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$272K +$34.1K +15,039 +11%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$231K +$1.63K +718 +0.6%
TC
5
Truvestments Capital
Florida
$156K +$36.2K +15,956 +23%
BlackRock
6
BlackRock
New York
$117K +$2.94K +1,296 +2%
B
7
Bailard
California
$84K -$7.03K -3,100 -6%
Mariner
8
Mariner
Kansas
$79.9K
Northern Trust
9
Northern Trust
Illinois
$69.6K
State Street
10
State Street
Massachusetts
$65.9K
Renaissance Technologies
11
Renaissance Technologies
New York
$63.3K +$45.8K +20,200 +142%
CCM
12
Corsair Capital Management
New York
$55K +$22.7K +10,000 +50%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$40.8K +$22.7K +10,000 +82%
TSS
14
Two Sigma Securities
New York
$35.5K +$43.8K +19,290 New
RA
15
Royce & Associates
New York
$34.2K +$42.1K +18,563 New
VF
16
Virtu Financial
New York
$25K +$31.1K +13,723 New
JIR
17
James Investment Research
Ohio
$23.9K
NA
18
NewEdge Advisors
Louisiana
$23.9K
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$22.3K +$27.4K +12,093 New
Simplex Trading
20
Simplex Trading
Illinois
$14K -$21.5K -9,471 -54%
UBS Group
21
UBS Group
Switzerland
$7.83K -$22.4K -9,860 -70%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$4.88K
TRCT
23
Tower Research Capital (TRC)
New York
$4.01K -$574 -253 -10%
FNWA
24
Financial Network Wealth Advisors
Utah
$1.84K
Morgan Stanley
25
Morgan Stanley
New York
$1.84K

SURG Hedge Fund Activity: Q3 2024 in Review

27 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in SurgePays (SURG) for Q3 2024, worth a combined $3.46M — down 40% from $5.78M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SURG and 4 opened new positions — a net loss of 5 holders — while 4 trimmed existing stakes and 10 added.

The largest buyer was Cable Car Capital, adding an estimated $261K. The largest seller was IMC Chicago, exiting entirely with an estimated $259K sold.

  • 27 institutional investors held SurgePays (SURG) as of Q3 2024, down from 32 in Q2 2024.
  • Funds reported $3.46M of SurgePays stock for Q3 2024, down 40% quarter-over-quarter.
  • 4 funds opened new SurgePays positions in Q3 2024 and 9 closed out, a net change of -5 holders.
  • The largest SurgePays buyer in Q3 2024 was Cable Car Capital, an estimated $261K added.
  • The largest SurgePays seller in Q3 2024 was IMC Chicago, an estimated $259K sold.

Based on aggregated 13F filings for Q3 2024.