UQM Technologies, Inc.
UQM
UQM was delisted on the 31st of July, 2019.
36 hedge funds and large institutions have $5.6M invested in UQM Technologies, Inc. in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 9 closing their positions.
1,700% more call options, than puts
Call options by funds: $36K | Put options by funds: $2K
10% less funds holding
Funds holding: 40 → 36 (-4)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
43% less capital invested
Capital invested by funds: $9.81M → $5.6M (-$4.21M)
45% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PGCM
Prescott Group Capital Management
Tulsa,
Oklahoma
|
+$1.59M |
| 2 |
Barclays
London,
United Kingdom
|
+$62.4K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$26.1K |
| 4 |
NL
NWAM LLC
Mercer Island,
Washington
|
+$20.9K |
| 5 |
Goldman Sachs
New York
|
+$20.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$912K |
| 2 |
AR
Advisory Research
Chicago,
Illinois
|
-$292K |
| 3 |
SCM
Seamans Capital Management
Boston,
Massachusetts
|
-$238K |
| 4 |
B
Baird
Milwaukee,
Wisconsin
|
-$227K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$216K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RBC
26
Ronald Blue & Co
Roswell,
Georgia
| $10K | – | – | – |
|
|
TDC
27
Thompson Davis & Co
Richmond,
Virginia
| $8K | – | – | – |
|
28
Bank of America
Charlotte,
North Carolina
| $7K | – | – | – |
|
|
BIM
29
BlackRock Investment Management
Wilmington,
Delaware
| $5K | – | – | – |
|
30
Citigroup
New York
| $3K | +$3.22K | +3,148 | +865% |
|
|
CWM
31
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $2K | – | – | – |
|
|
WA
32
WFG Advisors
Dallas,
Texas
| $2K | – | – | – |
|
33
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | +$1.48K | +1,445 | New |
|
34
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $2 | – | – | – |
|
|
35
Invesco
Atlanta,
Georgia
| – | -$912K | -646,553 | Closed |
|
|
AR
36
Advisory Research
Chicago,
Illinois
| – | -$292K | -207,400 | Closed |
|
|
PGFC
37
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
| – | -$71.3K | -50,580 | Closed |
|
38
Zurich Cantonal Bank
Zurich,
Switzerland
| – | -$16K | -11,000 | Closed |
|
|
PVH
39
Psagot Value Holdings
Tel Aviv,
Israel
| – | -$11K | -7,832 | Closed |
|
|
40
Barclays
London,
United Kingdom
| – | +$62.4K | +60,928 | New |
|
UQM Hedge Fund Activity: Q4 2014 in Review
36 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in UQM Technologies, Inc. (UQM) for Q4 2014, worth a combined $5.6M — down 43% from $9.81M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of UQM and 6 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 6 added.
The largest buyer was Prescott Group Capital Management, adding an estimated $1.59M. The largest seller was Invesco, exiting entirely with an estimated $912K sold.
- 36 institutional investors held UQM Technologies, Inc. (UQM) as of Q4 2014, down from 40 in Q3 2014.
- Funds reported $5.6M of UQM Technologies, Inc. stock for Q4 2014, down 43% quarter-over-quarter.
- 6 funds opened new UQM Technologies, Inc. positions in Q4 2014 and 9 closed out, a net change of -3 holders.
- The largest UQM Technologies, Inc. buyer in Q4 2014 was Prescott Group Capital Management, an estimated $1.59M added.
- The largest UQM Technologies, Inc. seller in Q4 2014 was Invesco, an estimated $912K sold.
Based on aggregated 13F filings for Q4 2014.