United-Guardian
30 hedge funds and large institutions have $9.32M invested in United-Guardian in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
14% more capital invested
Capital invested by funds: $8.19M → $9.32M (+$1.13M)
3% more funds holding
Funds holding: 29 → 30 (+1)
0.56% less ownership
Funds ownership: 23.27% → 22.71% (-0.56%)
30% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
+$30K |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$25.2K |
| 3 |
RB
Rodgers Brothers
Harmony,
Pennsylvania
|
+$23.8K |
| 4 |
Renaissance Technologies
New York
|
+$18K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$10.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$134K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$83K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$42.5K |
| 4 |
Neuberger Berman Group
New York
|
-$27.6K |
| 5 |
TA
Teton Advisors
Rye,
New York
|
-$21.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BBHC
26
Brown Brothers Harriman & Co
New York
| $349 | – | – | – |
|
27
Bank of America
Charlotte,
North Carolina
| $215 | +$197 | +23 | +2,300% |
|
28
JP Morgan Chase
New York
| $63 | – | – | – |
|
|
IC
29
Innealta Capital
Austin,
Texas
| $9 | +$9 | +1 | New |
|
|
30
Citadel Advisors
Miami,
Florida
| – | -$83K | -10,736 | Closed |
|
|
IGWM
31
ICA Group Wealth Management
Denver,
Colorado
| – | -$2.75K | -360 | Closed |
|
|
CAL
32
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | +$257 | +30 | New |
|
UG Hedge Fund Activity: Q2 2024 in Review
30 of the 6,927 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q2 2024, worth a combined $9.32M — up 14% from $8.19M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new UG positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 10 trimmed.
The largest buyer was GAMCO Investors, adding an estimated $30K. The largest seller was Susquehanna International Group, cutting an estimated $134K.
- 30 institutional investors held United-Guardian (UG) as of Q2 2024, up from 29 in Q1 2024.
- Funds reported $9.32M of United-Guardian stock for Q2 2024, up 14% quarter-over-quarter.
- 3 funds opened new United-Guardian positions in Q2 2024 and 2 closed out, a net change of +1 holder.
- The largest United-Guardian buyer in Q2 2024 was GAMCO Investors, an estimated $30K added.
- The largest United-Guardian seller in Q2 2024 was Susquehanna International Group, an estimated $134K sold.
Based on aggregated 13F filings for Q2 2024.