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Tiptree Inc

110 hedge funds and large institutions have $250M invested in Tiptree Inc in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $3.01M

130% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

12% more funds holding

Funds holding: 98110 (+12)

1.25% more ownership

Funds ownership: 38.04%39.29% (+1.2%)

6% less capital invested

Capital invested by funds: $265M → $250M (-$15.5M)

25% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 40

Holders
110
Holders Change
+12
Holders Change %
+12.24%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
30
Reduced
40
Closed
10
Calls
$12.8M
Puts
$3.01M
Net Calls
+$9.74M
Net Calls Change
+$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
101
Amalgamated Bank
New York
$14K -$29.5K -1,643 -67%
SSG
102
Summit Securities Group
New York
$8K +$8.36K +466 New
Osaic Holdings
103
Osaic Holdings
Arizona
$6.91K
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$3K -$628 -35 -15%
TRCT
105
Tower Research Capital (TRC)
New York
$2.18K -$35.9K -2,000 -94%
S
106
SignatureFD
Georgia
$1.36K
EWA
107
EverSource Wealth Advisors
Alabama
$1.02K
AF
108
Allworth Financial
California
$312 +$323 +18 New
AWM
109
Avior Wealth Management
Nebraska
$103 +$108 +6 New
Nisa Investment Advisors
110
Nisa Investment Advisors
Missouri
$69
Acadian Asset Management
111
Acadian Asset Management
Massachusetts
-$418K -22,115 Closed
PI
112
PEAK6 Investments
Illinois
-$272K -15,156 Closed
ACA
113
AYAL Capital Advisors
Ontario, Canada
-$271K -14,300 Closed
VOYA Investment Management
114
VOYA Investment Management
Georgia
-$207K -10,908 Closed
ASN
115
Advisory Services Network
Georgia
-$114K -6,014 Closed
Group One Trading
116
Group One Trading
Illinois
-$64.7K -3,606 Closed
ACM
117
Aquatic Capital Management
Illinois
-$38K -2,000 Closed
Parallax Volatility Advisers
118
Parallax Volatility Advisers
California
-$22.6K -1,192 Closed
WTG
119
West Tower Group
Virginia
-$8.38K -442 Closed
GWS
120
Glassman Wealth Services
Virginia
-$1.38K -73 Closed

TIPT Hedge Fund Activity: Q1 2024 in Review

110 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Tiptree Inc (TIPT) for Q1 2024, worth a combined $250M — down 5.9% from $265M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TIPT positions and 10 closed out — a net gain of 13 holders — while 30 added to existing stakes and 40 trimmed.

The largest buyer was Cannell Capital, adding an estimated $4.97M. The largest seller was Invesco, cutting an estimated $3.16M.

  • 110 institutional investors held Tiptree Inc (TIPT) as of Q1 2024, up from 98 in Q4 2023.
  • Funds reported $250M of Tiptree Inc stock for Q1 2024, down 5.9% quarter-over-quarter.
  • 23 funds opened new Tiptree Inc positions in Q1 2024 and 10 closed out, a net change of +13 holders.
  • The largest Tiptree Inc buyer in Q1 2024 was Cannell Capital, an estimated $4.97M added.
  • The largest Tiptree Inc seller in Q1 2024 was Invesco, an estimated $3.16M sold.

Based on aggregated 13F filings for Q1 2024.