United-Guardian
30 hedge funds and large institutions have $21M invested in United-Guardian in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
13% more capital invested
Capital invested by funds: $18.5M → $21M (+$2.5M)
11% more funds holding
Funds holding: 27 → 30 (+3)
30% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$88.3K |
| 2 |
Renaissance Technologies
New York
|
+$56.9K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$49.1K |
| 4 |
MWP
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
+$19.4K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$14.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$243K |
| 2 |
TA
Teton Advisors
Rye,
New York
|
-$77.5K |
| 3 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$72.4K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$16.8K |
| 5 |
LG
Laidlaw Group
Bedford Hills,
New York
|
-$15.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWP
26
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $21K | +$19.4K | +750 | New |
|
|
KTC
27
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $11K | – | – | – |
|
28
BNP Paribas Financial Markets
Paris,
France
| $3.94K | +$3.62K | +140 | New |
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3K | -$569 | -22 | -18% |
|
30
Bank of Montreal
Toronto,
Ontario, Canada
| $3K | +$2.92K | +113 | New |
|
31
Citigroup
New York
| – | -$6K | -223 | Closed |
|
32
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$2 | -72 | Closed |
|
UG Hedge Fund Activity: Q4 2013 in Review
30 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q4 2013, worth a combined $21M — up 13% from $18.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new UG positions and 2 closed out — a net gain of 3 holders — while 7 added to existing stakes and 10 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $88.3K. The largest seller was BlackRock Institutional Trust, cutting an estimated $243K.
- 30 institutional investors held United-Guardian (UG) as of Q4 2013, up from 27 in Q3 2013.
- Funds reported $21M of United-Guardian stock for Q4 2013, up 13% quarter-over-quarter.
- 5 funds opened new United-Guardian positions in Q4 2013 and 2 closed out, a net change of +3 holders.
- The largest United-Guardian buyer in Q4 2013 was Morgan Stanley, an estimated $88.3K added.
- The largest United-Guardian seller in Q4 2013 was BlackRock Institutional Trust, an estimated $243K sold.
Based on aggregated 13F filings for Q4 2013.