United-Guardian
29 hedge funds and large institutions have $10.1M invested in United-Guardian in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 3 closing their positions.
0.7% less ownership
Funds ownership: 24.05% → 23.35% (-0.7%)
3% less capital invested
Capital invested by funds: $10.4M → $10.1M (-$308K)
9% less funds holding
Funds holding: 32 → 29 (-3)
40% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 10
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$109K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$78.8K |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$11.9K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$4.78K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.16K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$210K |
| 2 |
BlackRock
New York
|
-$193K |
| 3 |
Rockefeller Capital Management
New York
|
-$45K |
| 4 |
Neuberger Berman Group
New York
|
-$40.3K |
| 5 |
Renaissance Technologies
New York
|
-$23.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IGWM
26
ICA Group Wealth Management
Denver,
Colorado
| $3.38K | – | – | – |
|
|
HI
27
Harbour Investments
Madison,
Wisconsin
| $790 | – | – | – |
|
28
Bank of America
Charlotte,
North Carolina
| $9 | -$22 | -2 | -67% |
|
|
UCFA
29
United Capital Financial Advisors
Irving,
Texas
| – | -$210K | -20,070 | Closed |
|
|
30
Rockefeller Capital Management
New York
| – | -$45K | -4,367 | Closed |
|
31
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$757 | -70 | -82% |
|
|
CS
32
Comerica Securities
Detroit,
Michigan
| – | -$365 | -35 | Closed |
|
UG Hedge Fund Activity: Q1 2023 in Review
29 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q1 2023, worth a combined $10.1M — down 3% from $10.4M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of UG and 1 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 6 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $109K. The largest seller was United Capital Financial Advisors, exiting entirely with an estimated $210K sold.
- 29 institutional investors held United-Guardian (UG) as of Q1 2023, down from 32 in Q4 2022.
- Funds reported $10.1M of United-Guardian stock for Q1 2023, down 3% quarter-over-quarter.
- 1 fund opened new United-Guardian positions in Q1 2023 and 3 closed out, a net change of -2 holders.
- The largest United-Guardian buyer in Q1 2023 was Citadel Advisors, an estimated $109K added.
- The largest United-Guardian seller in Q1 2023 was United Capital Financial Advisors, an estimated $210K sold.
Based on aggregated 13F filings for Q1 2023.