United-Guardian
31 hedge funds and large institutions have $13.7M invested in United-Guardian in 2016 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 1 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
0% more funds holding
Funds holding: 31 → 31 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
8% less capital invested
Capital invested by funds: $14.8M → $13.7M (-$1.13M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$163K |
| 2 |
PL
Parthenon LLC
Louisville,
Kentucky
|
+$98.3K |
| 3 |
TA
Teton Advisors
Rye,
New York
|
+$28.6K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.3K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$14.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$44.9K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$39.8K |
| 3 |
Bank of New York Mellon
New York
|
-$29.2K |
| 4 |
NGA
Naples Global Advisors
Naples,
Florida
|
-$21.9K |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$9.39K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
26
Ladenburg Thalmann Financial Services
Miami,
Florida
| $3K | – | – | – |
|
|
AG
27
Advisor Group
Phoenix,
Arizona
| $2K | – | – | – |
|
28
Bank of America
Charlotte,
North Carolina
| $2K | +$1.72K | +114 | New |
|
|
DA
29
Denali Advisors
San Diego,
California
| $1K | – | – | – |
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | – | – | – |
|
31
Wells Fargo
San Francisco,
California
| – | -$6.62K | -439 | -100% |
|
UG Hedge Fund Activity: Q3 2016 in Review
31 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q3 2016, worth a combined $13.7M — down 7.7% from $14.8M a quarter earlier.
Fund positioning in UG was balanced in Q3 2016: 1 fund opened new positions, 1 closed out, 8 added to existing stakes and 7 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $163K. The largest seller was Morgan Stanley, cutting an estimated $44.9K.
- 31 institutional investors held United-Guardian (UG) as of Q3 2016, unchanged from Q2 2016.
- Funds reported $13.7M of United-Guardian stock for Q3 2016, down 7.7% quarter-over-quarter.
- 1 fund opened new United-Guardian positions in Q3 2016 and 1 closed out, a net change of 0 holders.
- The largest United-Guardian buyer in Q3 2016 was Renaissance Technologies, an estimated $163K added.
- The largest United-Guardian seller in Q3 2016 was Morgan Stanley, an estimated $44.9K sold.
Based on aggregated 13F filings for Q3 2016.