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United-Guardian
UG

31 hedge funds and large institutions have $17M invested in United-Guardian in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 31 → 31 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

22% less capital invested

Capital invested by funds: $21.7M → $17M (-$4.7M)

Holders
31
Holders Change
–
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$186K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$143K
3
Morgan Stanley
Morgan Stanley
New York
+$106K
4
U
UBS
Switzerland
+$51.3K
5
NGA
Naples Global Advisors
Florida
+$41.1K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$266K
2
PWAP
Private Wealth Advisors (Pennsylvania)
Pennsylvania
-$200K
3
AIG
American International Group
New York
-$60.1K
4
BFA
BlackRock Fund Advisors
California
-$16.6K
5
Bank of America
Bank of America
North Carolina
-$12.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1
GAMCO Investors
Connecticut
$3.65M -$5.01K -200 -0.1%
Renaissance Technologies
2
Renaissance Technologies
New York
$3.13M +$186K +7,400 +6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.74M -$10K -400 -0.3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.76M +$143K +5,688 +8%
TA
5
Teton Advisors
New York
$1.67M – – –
GF
6
Gabelli Funds
New York
$1.02M – – –
NGA
7
Naples Global Advisors
Florida
$473K +$41.1K +1,640 +8%
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$352K – – –
First Manhattan
9
First Manhattan
New York
$314K – – –
Morgan Stanley
10
Morgan Stanley
New York
$304K +$106K +4,216 +45%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$276K – – –
Northern Trust
12
Northern Trust
Illinois
$267K -$4.71K -188 -2%
BCM
13
Bridgeway Capital Management
Texas
$223K -$1.25K -50 -0.5%
BFA
14
BlackRock Fund Advisors
California
$204K -$16.6K -663 -7%
LG
15
Laidlaw Group
New York
$201K – – –
U
16
UBS
Switzerland
$100K +$51.3K +2,046 +85%
US Bancorp
17
US Bancorp
Minnesota
$67K – – –
GT
18
Glenmede Trust
Pennsylvania
$56K – – –
ClearBridge Investments
19
ClearBridge Investments
New York
$45K – – –
BIT
20
BlackRock Institutional Trust
California
$27K +$13.5K +539 +78%
NFG
21
Next Financial Group
Texas
$27K +$30.1K +1,200 New
MWP
22
MYCIO Wealth Partners
Pennsylvania
$22K +$6.27K +250 +33%
Wells Fargo
23
Wells Fargo
California
$17K -$10K -400 -35%
Bank of America
24
Bank of America
North Carolina
$16K -$12.5K -500 -42%
BIM
25
BlackRock Investment Management
Delaware
$10K – – –
1
2

UG Hedge Fund Activity: Q3 2014 in Review

31 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in United-Guardian (UG) for Q3 2014, worth a combined $17M — down 22% from $21.7M a quarter earlier.

Fund positioning in UG was balanced in Q3 2014: 5 funds opened new positions, 5 closed out, 7 added to existing stakes and 7 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $186K. The largest seller was Ameriprise, exiting entirely with an estimated $266K sold.

  • 31 institutional investors held United-Guardian (UG) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $17M of United-Guardian stock for Q3 2014, down 22% quarter-over-quarter.
  • 5 funds opened new United-Guardian positions in Q3 2014 and 5 closed out, a net change of 0 holders.
  • The largest United-Guardian buyer in Q3 2014 was Renaissance Technologies, an estimated $186K added.
  • The largest United-Guardian seller in Q3 2014 was Ameriprise, an estimated $266K sold.

Based on aggregated 13F filings for Q3 2014.