TOP Financial Group
5 hedge funds and large institutions have $107K invested in TOP Financial Group in 2024 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
0.02% less ownership
Funds ownership: 0.05% → 0.03% (-0.02%)
29% less funds holding
Funds holding: 7 → 5 (-2)
51% less capital invested
Capital invested by funds: $218K → $107K (-$111K)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$11.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
-$52.9K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$27.1K |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$1.95K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$3 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
BlackRock
New York
| $45.6K | – | – | – |
|
2
Geode Capital Management
Boston,
Massachusetts
| $43.7K | – | – | – |
|
|
3
Bank of America
Charlotte,
North Carolina
| $10.8K | +$11.6K | +1,091 | +3,519% |
|
|
4
UBS Group
Zurich,
Switzerland
| $5.45K | -$27.1K | -2,540 | -82% |
|
|
W
5
WealthCollab
Bellevue,
Washington
| $1.65K | – | – | – |
|
|
6
Marshall Wace
London,
United Kingdom
| – | -$52.9K | -4,067 | Closed |
|
|
7
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$1.95K | -150 | Closed |
|
|
TRCT
8
Tower Research Capital (TRC)
New York
| – | -$3 | – | – |
|
TOP Hedge Fund Activity: Q3 2024 in Review
5 of the 6,969 institutional investors tracked by Wall St. Rank reported a position in TOP Financial Group (TOP) for Q3 2024, worth a combined $107K — down 51% from $218K a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of TOP and 0 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 1 added.
The largest buyer was Bank of America, adding an estimated $11.6K. The largest seller was Marshall Wace, exiting entirely with an estimated $52.9K sold.
- 5 institutional investors held TOP Financial Group (TOP) as of Q3 2024, down from 7 in Q2 2024.
- Funds reported $107K of TOP Financial Group stock for Q3 2024, down 51% quarter-over-quarter.
- 0 funds opened new TOP Financial Group positions in Q3 2024 and 2 closed out, a net change of -2 holders.
- The largest TOP Financial Group buyer in Q3 2024 was Bank of America, an estimated $11.6K added.
- The largest TOP Financial Group seller in Q3 2024 was Marshall Wace, an estimated $52.9K sold.
Based on aggregated 13F filings for Q3 2024.