UQM Technologies, Inc.
UQM
UQM was delisted on the 31st of July, 2019.
36 hedge funds and large institutions have $6.47M invested in UQM Technologies, Inc. in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
36% more capital invested
Capital invested by funds: $4.77M → $6.47M (+$1.7M)
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
16% more funds holding
Funds holding: 31 → 36 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$222K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$78.7K |
| 3 |
LF
Lee Financial
Dallas,
Texas
|
+$47.4K |
| 4 |
VF
Virtu Financial
New York
|
+$32.3K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$19.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAM
PVG Asset Management
Golden,
Colorado
|
-$145K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$57.5K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$31K |
| 4 |
HCM
Hollencrest Capital Management
Newport Beach,
California
|
-$9.48K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$5.33K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $13K | – | – | – |
|
|
FC
27
Ferris Capital
Marlborough,
Massachusetts
| $12K | +$10.1K | +9,117 | New |
|
|
BWA
28
BDO Wealth Advisors
Jacksonville,
Florida
| $2K | – | – | – |
|
|
CWM
29
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $2K | – | – | – |
|
|
ICM
30
IMS Capital Management
Portland,
Oregon
| $2K | +$1.65K | +1,490 | New |
|
|
FPB
31
First PREMIER Bank
Sioux Falls,
South Dakota
| $1K | – | – | – |
|
|
IA
32
IFP Advisors
Tampa,
Florida
| $1K | – | – | – |
|
|
SIAS
33
Shine Investment Advisory Services
Lone Tree,
Colorado
| $1K | – | – | – |
|
34
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $1K | +$554 | +500 | New |
|
|
PAM
35
PVG Asset Management
Golden,
Colorado
| – | -$145K | -145,408 | Closed |
|
|
36
Ameriprise
Minneapolis,
Minnesota
| – | -$31K | -31,416 | Closed |
|
|
JFA
37
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$2K | -2,000 | Closed |
|
38
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$143 | +129 | New |
|
UQM Hedge Fund Activity: Q3 2018 in Review
36 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in UQM Technologies, Inc. (UQM) for Q3 2018, worth a combined $6.47M — up 36% from $4.77M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new UQM positions and 3 closed out — a net gain of 5 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $222K. The largest seller was PVG Asset Management, exiting entirely with an estimated $145K sold.
- 36 institutional investors held UQM Technologies, Inc. (UQM) as of Q3 2018, up from 31 in Q2 2018.
- Funds reported $6.47M of UQM Technologies, Inc. stock for Q3 2018, up 36% quarter-over-quarter.
- 8 funds opened new UQM Technologies, Inc. positions in Q3 2018 and 3 closed out, a net change of +5 holders.
- The largest UQM Technologies, Inc. buyer in Q3 2018 was Raymond James Financial Services Advisors, an estimated $222K added.
- The largest UQM Technologies, Inc. seller in Q3 2018 was PVG Asset Management, an estimated $145K sold.
Based on aggregated 13F filings for Q3 2018.