Tiptree Inc
TIPT
32 hedge funds and large institutions have $35.4M invested in Tiptree Inc in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.
1,800% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 1
129% more funds holding
Funds holding: 14 → 32 (+18)
74% more capital invested
Capital invested by funds: $20.3M → $35.4M (+$15.1M)
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$8.53M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.61M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$868K |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$511K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$297K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.09M |
| 2 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$101K |
| 3 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$83.6K |
| 4 |
WA
WFG Advisors
Dallas,
Texas
|
-$13.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BA
26
BlackRock Advisors
Wilmington,
Delaware
| $22K | +$23.6K | +2,551 | New |
|
|
WA
27
WFG Advisors
Dallas,
Texas
| $16K | -$13.9K | -1,504 | -46% |
|
|
VFA
28
Virtus Fund Advisers
Hartford,
Connecticut
| $6K | +$6.18K | +668 | New |
|
29
Wells Fargo
San Francisco,
California
| $5K | +$5.15K | +557 | +55,700% |
|
30
BNP Paribas Financial Markets
Paris,
France
| $4.13K | – | – | – |
|
31
Citigroup
New York
| $1K | +$610 | +66 | New |
|
32
Barclays
London,
United Kingdom
| $1K | +$1.59K | +172 | New |
|
|
TC
33
TFS Capital
West Chester,
Pennsylvania
| – | -$101K | -13,495 | Closed |
|
TIPT Hedge Fund Activity: Q2 2014 in Review
32 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Tiptree Inc (TIPT) for Q2 2014, worth a combined $35.4M — up 74% from $20.3M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new TIPT positions and 1 closed out — a net gain of 18 holders — while 5 added to existing stakes and 3 trimmed.
The largest buyer was UBS, adding an estimated $8.53M. The largest seller was Bank of America, cutting an estimated $1.09M.
- 32 institutional investors held Tiptree Inc (TIPT) as of Q2 2014, up from 14 in Q1 2014.
- Funds reported $35.4M of Tiptree Inc stock for Q2 2014, up 74% quarter-over-quarter.
- 19 funds opened new Tiptree Inc positions in Q2 2014 and 1 closed out, a net change of +18 holders.
- The largest Tiptree Inc buyer in Q2 2014 was UBS, an estimated $8.53M added.
- The largest Tiptree Inc seller in Q2 2014 was Bank of America, an estimated $1.09M sold.
Based on aggregated 13F filings for Q2 2014.