Bloomia Holdings
TULP
10 hedge funds and large institutions have $532K invested in Bloomia Holdings in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
0.12% more ownership
Funds ownership: 6.48% → 6.61% (+0.12%)
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
15% less capital invested
Capital invested by funds: $624K → $532K (-$92.5K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$11.4K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$138 |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$54 |
| 4 |
Wells Fargo
San Francisco,
California
|
+$5 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$10.7K |
| 2 |
SSA
Schonfeld Strategic Advisors
New York
|
-$5.43K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$988 |
| 4 |
JP Morgan Chase
New York
|
-$5 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SSA
1
Schonfeld Strategic Advisors
New York
| $150K | -$5.43K | -1,100 | -3% |
|
|
2
Vanguard Group
Malvern,
Pennsylvania
| $146K | +$11.4K | +2,298 | +8% |
|
3
BlackRock
New York
| $114K | – | – | – |
|
4
Geode Capital Management
Boston,
Massachusetts
| $58.6K | – | – | – |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $55.2K | -$988 | -200 | -2% |
|
|
TRCT
6
Tower Research Capital (TRC)
New York
| $7.82K | +$138 | +28 | +2% |
|
|
AF
7
Allworth Financial
Folsom,
California
| $65 | – | – | – |
|
|
8
Bank of America
Charlotte,
North Carolina
| $51 | +$54 | +11 | New |
|
|
9
Wells Fargo
San Francisco,
California
| $37 | +$5 | +1 | +14% |
|
|
10
UBS Group
Zurich,
Switzerland
| $9 | -$10.7K | -2,160 | -100% |
|
|
11
JP Morgan Chase
New York
| – | -$5 | -1 | Closed |
|
TULP Hedge Fund Activity: Q4 2023 in Review
10 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Bloomia Holdings (TULP) for Q4 2023, worth a combined $532K — down 15% from $624K a quarter earlier.
Fund positioning in TULP was balanced in Q4 2023: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 3 trimmed.
The largest buyer was Vanguard Group, adding an estimated $11.4K. The largest seller was UBS Group, cutting an estimated $10.7K.
- 10 institutional investors held Bloomia Holdings (TULP) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $532K of Bloomia Holdings stock for Q4 2023, down 15% quarter-over-quarter.
- 1 fund opened new Bloomia Holdings positions in Q4 2023 and 1 closed out, a net change of 0 holders.
- The largest Bloomia Holdings buyer in Q4 2023 was Vanguard Group, an estimated $11.4K added.
- The largest Bloomia Holdings seller in Q4 2023 was UBS Group, an estimated $10.7K sold.
Based on aggregated 13F filings for Q4 2023.