United-Guardian
30 hedge funds and large institutions have $22M invested in United-Guardian in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 1 closing their positions.
5% more capital invested
Capital invested by funds: $21M → $22M (+$951K)
0% more funds holding
Funds holding: 30 → 30 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWAP
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
+$197K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$90.1K |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$32.5K |
| 4 |
NGA
Naples Global Advisors
Naples,
Florida
|
+$14.1K |
| 5 |
Renaissance Technologies
New York
|
+$11.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$61.9K |
| 2 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$53.5K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$40.2K |
| 4 |
TA
Teton Advisors
Rye,
New York
|
-$28.1K |
| 5 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$22.5K |
UG Hedge Fund Activity: Q1 2014 in Review
30 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q1 2014, worth a combined $22M — up 4.5% from $21M a quarter earlier.
Fund positioning in UG was balanced in Q1 2014: 1 fund opened new positions, 1 closed out, 7 added to existing stakes and 9 trimmed.
The largest buyer was Private Wealth Advisors (Pennsylvania), opening a new position worth an estimated $197K. The largest seller was GAMCO Investors, cutting an estimated $61.9K.
- 30 institutional investors held United-Guardian (UG) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $22M of United-Guardian stock for Q1 2014, up 4.5% quarter-over-quarter.
- 1 fund opened new United-Guardian positions in Q1 2014 and 1 closed out, a net change of 0 holders.
- The largest United-Guardian buyer in Q1 2014 was Private Wealth Advisors (Pennsylvania), an estimated $197K added.
- The largest United-Guardian seller in Q1 2014 was GAMCO Investors, an estimated $61.9K sold.
Based on aggregated 13F filings for Q1 2014.