TOP Financial Group
7 hedge funds and large institutions have $218K invested in TOP Financial Group in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
17% more funds holding
Funds holding: 6 → 7 (+1)
0% less ownership
Funds ownership: 0.05% → 0.05% (-0%)
12% less capital invested
Capital invested by funds: $247K → $218K (-$28.5K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$39.7K |
| 2 |
W
WealthCollab
Bellevue,
Washington
|
+$2.17K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
XT
XTX Topco
George Town,
Cayman Islands
|
-$30.9K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$20K |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$13.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $61.4K | – | – | – |
|
2
Geode Capital Management
Boston,
Massachusetts
| $58.9K | – | – | – |
|
|
3
Marshall Wace
London,
United Kingdom
| $52.9K | -$13.9K | -1,086 | -21% |
|
|
4
UBS Group
Zurich,
Switzerland
| $40.4K | +$39.7K | +3,105 | New |
|
|
W
5
WealthCollab
Bellevue,
Washington
| $2.22K | +$2.17K | +170 | New |
|
6
Qube Research & Technologies (QRT)
London,
United Kingdom
| $1.95K | – | – | – |
|
|
7
Bank of America
Charlotte,
North Carolina
| $400 | -$20K | -1,563 | -98% |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| $3 | – | – | – |
|
|
XT
9
XTX Topco
George Town,
Cayman Islands
| – | -$30.9K | -2,318 | Closed |
|
TOP Hedge Fund Activity: Q2 2024 in Review
7 of the 6,929 institutional investors tracked by Wall St. Rank reported a position in TOP Financial Group (TOP) for Q2 2024, worth a combined $218K — down 12% from $247K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new TOP positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 2 trimmed.
The largest buyer was UBS Group, opening a new position worth an estimated $39.7K. The largest seller was XTX Topco, exiting entirely with an estimated $30.9K sold.
- 7 institutional investors held TOP Financial Group (TOP) as of Q2 2024, up from 6 in Q1 2024.
- Funds reported $218K of TOP Financial Group stock for Q2 2024, down 12% quarter-over-quarter.
- 2 funds opened new TOP Financial Group positions in Q2 2024 and 1 closed out, a net change of +1 holder.
- The largest TOP Financial Group buyer in Q2 2024 was UBS Group, an estimated $39.7K added.
- The largest TOP Financial Group seller in Q2 2024 was XTX Topco, an estimated $30.9K sold.
Based on aggregated 13F filings for Q2 2024.