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Tiptree Inc

114 hedge funds and large institutions have $240M invested in Tiptree Inc in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 28 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,863% more call options, than puts

Call options by funds: $10.6M | Put options by funds: $152K

68% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 28

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

4% more funds holding

Funds holding: 110114 (+4)

0.25% more ownership

Funds ownership: 39.29%39.54% (+0.25%)

4% less capital invested

Capital invested by funds: $250M → $240M (-$9.69M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
114
Holders Change
+4
Holders Change %
+3.64%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
23
Increased
47
Reduced
28
Closed
18
Calls
$10.6M
Puts
$152K
Net Calls
+$10.4M
Net Calls Change
+$689K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
Spire Wealth Management
Virginia
$22.2K +$22.5K +1,344 New
Canada Life
102
Canada Life
Manitoba, Canada
$19K
AB
103
Amalgamated Bank
New York
$13K
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$6K +$2.78K +166 +86%
IC
105
Innealta Capital
Texas
$3.76K +$3.81K +228 New
QL
106
Quarry LP
New York
$2.6K +$2.64K +158 New
S
107
SignatureFD
Georgia
$1.3K
EWA
108
EverSource Wealth Advisors
Alabama
$1.26K
C
109
Covestor
United Kingdom
$1K +$686 +41 New
LC
110
Lindbrook Capital
California
$462 +$468 +28 New
AF
111
Allworth Financial
California
$317
Osaic Holdings
112
Osaic Holdings
Arizona
$297 -$6.39K -382 -96%
RIL
113
Rothschild Investment LLC
Illinois
$165 +$167 +10 New
Nisa Investment Advisors
114
Nisa Investment Advisors
Missouri
$66
MAM
115
Martingale Asset Management
Massachusetts
-$1.04M -60,474 Closed
Ameriprise
116
Ameriprise
Minnesota
-$782K -45,269 Closed
HF
117
HRT Financial
New York
-$609K -35,261 Closed
NYLIM
118
New York Life Investment Management
New York
-$368K -21,276 Closed
RJA
119
Raymond James & Associates
Florida
-$317K -18,325 Closed
DM
120
Deerfield Management
New York
-$289K -16,728 Closed
Wolverine Trading
121
Wolverine Trading
Illinois
-$289K -16,706 Closed
American Century Companies
122
American Century Companies
Missouri
-$245K -14,171 Closed
AIG
123
American International Group
New York
-$204K -11,830 Closed
Mirae Asset Global Investments
124
Mirae Asset Global Investments
South Korea
-$157K -10,880 Closed
CCIA
125
Campbell & Co Investment Adviser
Maryland
-$175K -10,107 Closed

TIPT Hedge Fund Activity: Q2 2024 in Review

114 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Tiptree Inc (TIPT) for Q2 2024, worth a combined $240M — down 3.9% from $250M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TIPT positions and 18 closed out — a net gain of 5 holders — while 47 added to existing stakes and 28 trimmed.

The largest buyer was BlackRock, adding an estimated $2.68M. The largest seller was Cove Street Capital, cutting an estimated $3.72M.

  • 114 institutional investors held Tiptree Inc (TIPT) as of Q2 2024, up from 110 in Q1 2024.
  • Funds reported $240M of Tiptree Inc stock for Q2 2024, down 3.9% quarter-over-quarter.
  • 23 funds opened new Tiptree Inc positions in Q2 2024 and 18 closed out, a net change of +5 holders.
  • The largest Tiptree Inc buyer in Q2 2024 was BlackRock, an estimated $2.68M added.
  • The largest Tiptree Inc seller in Q2 2024 was Cove Street Capital, an estimated $3.72M sold.

Based on aggregated 13F filings for Q2 2024.