Tiptree Inc
TIPT
57 hedge funds and large institutions have $60.8M invested in Tiptree Inc in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 4 closing their positions.
0% more funds holding
Funds holding: 57 → 57 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
1.6% less ownership
Funds ownership: 35.44% → 33.84% (-1.6%)
18% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 22
39% less capital invested
Capital invested by funds: $99.7M → $60.8M (-$38.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$267K |
| 2 |
HCM
Hodges Capital Management
Dallas,
Texas
|
+$164K |
| 3 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$122K |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$106K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$87.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.41M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$536K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$236K |
| 4 |
Morgan Stanley
New York
|
-$220K |
| 5 |
MSL
Mackay Shields LLC
New York
|
-$198K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIS
51
Sound Income Strategies
Ft Lauderdale,
Florida
| $9K | – | – | – |
|
|
TRCT
52
Tower Research Capital (TRC)
New York
| $6K | +$7.48K | +1,111 | New |
|
53
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $5K | – | – | – |
|
54
Bank of Montreal
Toronto,
Ontario, Canada
| $1K | -$19.1K | -2,841 | -91% |
|
55
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | -$10.4K | -1,538 | -89% |
|
56
Canada Life
Winnipeg,
Manitoba, Canada
| $1K | -$13 | -2 | -0.8% |
|
|
GT
57
Glenmede Trust
Philadelphia,
Pennsylvania
| $1K | – | – | – |
|
|
58
Invesco
Atlanta,
Georgia
| – | -$236K | -28,831 | Closed |
|
59
Ameriprise
Minneapolis,
Minnesota
| – | -$126K | -15,454 | Closed |
|
60
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$94K | -11,527 | Closed |
|
|
PAM
61
Panagora Asset Management
Boston,
Massachusetts
| – | -$31K | -3,837 | Closed |
|
TIPT Hedge Fund Activity: Q1 2020 in Review
57 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Tiptree Inc (TIPT) for Q1 2020, worth a combined $60.8M — down 39% from $99.7M a quarter earlier.
Fund positioning in TIPT was balanced in Q1 2020: 4 funds opened new positions, 4 closed out, 18 added to existing stakes and 22 trimmed.
The largest buyer was Vanguard Group, adding an estimated $267K. The largest seller was Bank of America, cutting an estimated $3.41M.
- 57 institutional investors held Tiptree Inc (TIPT) as of Q1 2020, unchanged from Q4 2019.
- Funds reported $60.8M of Tiptree Inc stock for Q1 2020, down 39% quarter-over-quarter.
- 4 funds opened new Tiptree Inc positions in Q1 2020 and 4 closed out, a net change of 0 holders.
- The largest Tiptree Inc buyer in Q1 2020 was Vanguard Group, an estimated $267K added.
- The largest Tiptree Inc seller in Q1 2020 was Bank of America, an estimated $3.41M sold.
Based on aggregated 13F filings for Q1 2020.