United-Guardian
31 hedge funds and large institutions have $14.8M invested in United-Guardian in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
7% more funds holding
Funds holding: 29 → 31 (+2)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
20% less capital invested
Capital invested by funds: $18.5M → $14.8M (-$3.67M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$291K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$226K |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$111K |
| 4 |
NGA
Naples Global Advisors
Naples,
Florida
|
+$73.7K |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$70.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$197K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$169K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$24.5K |
| 4 |
NG
Northstar Group
New York
|
-$12.2K |
| 5 |
Morgan Stanley
New York
|
-$11.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
26
Ladenburg Thalmann Financial Services
Miami,
Florida
| $3K | -$169K | -9,595 | -98% |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $3K | +$3.53K | +200 | New |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | – | – | – |
|
|
DA
29
Denali Advisors
San Diego,
California
| $1K | – | – | – |
|
|
AG
30
Advisor Group
Phoenix,
Arizona
| $1K | +$2.08K | +118 | New |
|
|
31
Creative Planning
Overland Park,
Kansas
| – | -$24.5K | -1,386 | -98% |
|
|
MFS
32
MSI Financial Services
Springfield,
Massachusetts
| – | -$9K | -443 | Closed |
|
33
Citigroup
New York
| – | -$1K | -39 | Closed |
|
UG Hedge Fund Activity: Q2 2016 in Review
31 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q2 2016, worth a combined $14.8M — down 20% from $18.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new UG positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 9 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $291K. The largest seller was BlackRock Institutional Trust, cutting an estimated $197K.
- 31 institutional investors held United-Guardian (UG) as of Q2 2016, up from 29 in Q1 2016.
- Funds reported $14.8M of United-Guardian stock for Q2 2016, down 20% quarter-over-quarter.
- 4 funds opened new United-Guardian positions in Q2 2016 and 2 closed out, a net change of +2 holders.
- The largest United-Guardian buyer in Q2 2016 was Renaissance Technologies, an estimated $291K added.
- The largest United-Guardian seller in Q2 2016 was BlackRock Institutional Trust, an estimated $197K sold.
Based on aggregated 13F filings for Q2 2016.