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United-Guardian
UG

27 hedge funds and large institutions have $18.5M invested in United-Guardian in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding

Funds holding: 25 → 27 (+2)

4% more capital invested

Capital invested by funds: $17.8M → $18.5M (+$724K)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
6
Reduced
8
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Bridgeway Capital Management
Texas
+$263K
2
Renaissance Technologies
Renaissance Technologies
New York
+$97.5K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$75.8K
4
BFA
BlackRock Fund Advisors
California
+$16.6K
5
U
UBS
Switzerland
+$14K

Top Sellers

Rank Fund Capital Flow
1
BIT
BlackRock Institutional Trust
California
-$75.8K
2
GI
GAMCO Investors
Connecticut
-$57.9K
3
TRCT
Tower Research Capital (TRC)
New York
-$34.7K
4
Northern Trust
Northern Trust
Illinois
-$24.5K
5
TA
Teton Advisors
New York
-$21.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1
GAMCO Investors
Connecticut
$4.29M -$57.9K -2,200 -1%
Renaissance Technologies
2
Renaissance Technologies
New York
$3.2M +$97.5K +3,700 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$3.14M -$3.29K -125 -0.1%
TA
4
Teton Advisors
New York
$2M -$21.1K -800 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.68M +$75.8K +2,878 +5%
GF
6
Gabelli Funds
New York
$1.17M – – –
California Public Employees Retirement System
7
California Public Employees Retirement System
California
$399K – – –
First Manhattan
8
First Manhattan
New York
$352K – – –
BIT
9
BlackRock Institutional Trust
California
$348K -$75.8K -2,878 -17%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$338K – – –
Northern Trust
11
Northern Trust
Illinois
$300K -$24.5K -931 -7%
BCM
12
Bridgeway Capital Management
Texas
$251K +$263K +10,000 New
Ameriprise
13
Ameriprise
Minnesota
$248K +$4.21K +160 +2%
LG
14
Laidlaw Group
New York
$236K -$5.27K -200 -2%
BFA
15
BlackRock Fund Advisors
California
$200K +$16.6K +630 +9%
GT
16
Glenmede Trust
Pennsylvania
$91K – – –
US Bancorp
17
US Bancorp
Minnesota
$75K – – –
AIG
18
American International Group
New York
$52.6K – – –
ClearBridge Investments
19
ClearBridge Investments
New York
$50K – – –
Bank of America
20
Bank of America
North Carolina
$31K -$6.19K -235 -16%
U
21
UBS
Switzerland
$30K +$14K +532 +79%
TRCT
22
Tower Research Capital (TRC)
New York
$23K -$34.7K -1,316 -59%
Wells Fargo
23
Wells Fargo
California
$19K – – –
KTC
24
Kistler-Tiffany Companies
Pennsylvania
$10K – – –
Citigroup
25
Citigroup
New York
$6K +$4.56K +173 +346%
1
2

UG Hedge Fund Activity: Q3 2013 in Review

27 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q3 2013, worth a combined $18.5M — up 4.1% from $17.8M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new UG positions and 0 closed out — a net gain of 2 holders — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Bridgeway Capital Management, opening a new position worth an estimated $263K. The largest seller was BlackRock Institutional Trust, cutting an estimated $75.8K.

  • 27 institutional investors held United-Guardian (UG) as of Q3 2013, up from 25 in Q2 2013.
  • Funds reported $18.5M of United-Guardian stock for Q3 2013, up 4.1% quarter-over-quarter.
  • 2 funds opened new United-Guardian positions in Q3 2013 and 0 closed out, a net change of +2 holders.
  • The largest United-Guardian buyer in Q3 2013 was Bridgeway Capital Management, an estimated $263K added.
  • The largest United-Guardian seller in Q3 2013 was BlackRock Institutional Trust, an estimated $75.8K sold.

Based on aggregated 13F filings for Q3 2013.