UQM Technologies, Inc.
UQM
UQM was delisted on the 31st of July, 2019.
33 hedge funds and large institutions have $3.73M invested in UQM Technologies, Inc. in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 7 closing their positions.
8% less funds holding
Funds holding: 36 → 33 (-3)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
42% less capital invested
Capital invested by funds: $6.47M → $3.73M (-$2.75M)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
+$322K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$47.9K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$24K |
| 4 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$2.39K |
| 5 |
BlackRock
New York
|
+$154 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$834K |
| 2 |
IP
Intellectus Partners
San Francisco,
California
|
-$62K |
| 3 |
LF
Lee Financial
Dallas,
Texas
|
-$56K |
| 4 |
Goldman Sachs
New York
|
-$39K |
| 5 |
VF
Virtu Financial
New York
|
-$38K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FPB
26
First PREMIER Bank
Sioux Falls,
South Dakota
| $1K | – | – | – |
|
|
SIAS
27
Shine Investment Advisory Services
Lone Tree,
Colorado
| $1K | – | – | – |
|
|
IP
28
Intellectus Partners
San Francisco,
California
| – | -$62K | -47,000 | Closed |
|
|
LF
29
Lee Financial
Dallas,
Texas
| – | -$56K | -42,756 | Closed |
|
|
30
Goldman Sachs
New York
| – | -$39K | -29,456 | Closed |
|
|
VF
31
Virtu Financial
New York
| – | -$38K | -29,146 | Closed |
|
32
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$23K | -17,705 | Closed |
|
|
ICM
33
IMS Capital Management
Portland,
Oregon
| – | -$2K | -1,490 | Closed |
|
|
BWA
34
BDO Wealth Advisors
Jacksonville,
Florida
| – | -$1.02K | -850 | -63% |
|
35
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | +$42 | +35 | New |
|
36
Fidelity Investments
Boston,
Massachusetts
| – | +$119 | +100 | New |
|
UQM Hedge Fund Activity: Q4 2018 in Review
33 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in UQM Technologies, Inc. (UQM) for Q4 2018, worth a combined $3.73M — down 42% from $6.47M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of UQM and 4 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 4 added.
The largest buyer was Essex Investment Management, opening a new position worth an estimated $322K. The largest seller was Vanguard Group, cutting an estimated $834K.
- 33 institutional investors held UQM Technologies, Inc. (UQM) as of Q4 2018, down from 36 in Q3 2018.
- Funds reported $3.73M of UQM Technologies, Inc. stock for Q4 2018, down 42% quarter-over-quarter.
- 4 funds opened new UQM Technologies, Inc. positions in Q4 2018 and 7 closed out, a net change of -3 holders.
- The largest UQM Technologies, Inc. buyer in Q4 2018 was Essex Investment Management, an estimated $322K added.
- The largest UQM Technologies, Inc. seller in Q4 2018 was Vanguard Group, an estimated $834K sold.
Based on aggregated 13F filings for Q4 2018.