United-Guardian
31 hedge funds and large institutions have $21.7M invested in United-Guardian in 2014 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 0 closing their positions.
3% more funds holding
Funds holding: 30 → 31 (+1)
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
1% less capital invested
Capital invested by funds: $22M → $21.7M (-$291K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$185K |
| 2 |
Renaissance Technologies
New York
|
+$79.6K |
| 3 |
NGA
Naples Global Advisors
Naples,
Florida
|
+$75K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$60.6K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$27K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$76.5K |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$58.2K |
| 3 |
TA
Teton Advisors
Rye,
New York
|
-$36.7K |
| 4 |
Bank of New York Mellon
New York
|
-$35.8K |
| 5 |
GF
Gabelli Funds
Rye,
New York
|
-$15.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BIT
26
BlackRock Institutional Trust
San Francisco,
California
| $20K | -$58.2K | -1,900 | -73% |
|
|
KTC
27
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| $12K | – | – | – |
|
|
BIM
28
BlackRock Investment Management
Wilmington,
Delaware
| $12K | +$13.3K | +436 | New |
|
29
BNP Paribas Financial Markets
Paris,
France
| $4K | – | – | – |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $3K | – | – | – |
|
|
TRCT
31
Tower Research Capital (TRC)
New York
| $1K | -$245 | -8 | -19% |
|
UG Hedge Fund Activity: Q2 2014 in Review
31 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q2 2014, worth a combined $21.7M — down 1.3% from $22M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new UG positions and 0 closed out — a net gain of 1 holder — while 9 added to existing stakes and 9 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $185K. The largest seller was GAMCO Investors, cutting an estimated $76.5K.
- 31 institutional investors held United-Guardian (UG) as of Q2 2014, up from 30 in Q1 2014.
- Funds reported $21.7M of United-Guardian stock for Q2 2014, down 1.3% quarter-over-quarter.
- 1 fund opened new United-Guardian positions in Q2 2014 and 0 closed out, a net change of +1 holder.
- The largest United-Guardian buyer in Q2 2014 was Morgan Stanley, an estimated $185K added.
- The largest United-Guardian seller in Q2 2014 was GAMCO Investors, an estimated $76.5K sold.
Based on aggregated 13F filings for Q2 2014.