United-Guardian
29 hedge funds and large institutions have $18.5M invested in United-Guardian in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
10% more capital invested
Capital invested by funds: $16.7M → $18.5M (+$1.73M)
7% more funds holding
Funds holding: 27 → 29 (+2)
50% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$208K |
| 2 |
Renaissance Technologies
New York
|
+$168K |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$123K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$33K |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$14.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NGA
Naples Global Advisors
Naples,
Florida
|
-$34K |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$21.3K |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$17K |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$15.9K |
| 5 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$14.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $7K | – | – | – |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | – | – | – |
|
28
Citigroup
New York
| $1K | -$744 | -35 | -47% |
|
|
DA
29
Denali Advisors
San Diego,
California
| $1K | +$1.47K | +69 | New |
|
30
Bessemer Group
Woodbridge,
New Jersey
| – | -$5K | -250 | Closed |
|
|
TRCT
31
Tower Research Capital (TRC)
New York
| – | -$4K | -231 | Closed |
|
UG Hedge Fund Activity: Q1 2016 in Review
29 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q1 2016, worth a combined $18.5M — up 10% from $16.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new UG positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 10 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, opening a new position worth an estimated $208K. The largest seller was Naples Global Advisors, cutting an estimated $34K.
- 29 institutional investors held United-Guardian (UG) as of Q1 2016, up from 27 in Q4 2015.
- Funds reported $18.5M of United-Guardian stock for Q1 2016, up 10% quarter-over-quarter.
- 4 funds opened new United-Guardian positions in Q1 2016 and 2 closed out, a net change of +2 holders.
- The largest United-Guardian buyer in Q1 2016 was Ladenburg Thalmann Financial Services, an estimated $208K added.
- The largest United-Guardian seller in Q1 2016 was Naples Global Advisors, an estimated $34K sold.
Based on aggregated 13F filings for Q1 2016.