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UQM

UQM Technologies, Inc.
UQM

Delisted

UQM was delisted on the 31st of July, 2019.

37 hedge funds and large institutions have $11.3M invested in UQM Technologies, Inc. in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

29% more capital invested

Capital invested by funds: $8.73M → $11.3M (+$2.55M)

12% more funds holding

Funds holding: 3337 (+4)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

30% less call options, than puts

Call options by funds: $35K | Put options by funds: $50K

Holders
37
Holders Change
+4
Holders Change %
+12.12%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
6
Reduced
8
Closed
5
Calls
$35K
Puts
$50K
Net Calls
-$15K
Net Calls Change
-$26K
Name Holding Trade Value Shares
Change
Change in
Stake
BIT
1
BlackRock Institutional Trust
California
$2.51M +$302K +162,964 +16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.67M +$15K +8,098 +1%
B
3
Baird
Wisconsin
$1.5M -$10.6K -5,725 -0.8%
PGCM
4
Prescott Group Capital Management
Oklahoma
$1.31M
PCM
5
Perkins Capital Management
Minnesota
$1.12M +$182K +98,150 +23%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$928K
California Public Employees Retirement System
7
California Public Employees Retirement System
California
$348K
Geode Capital Management
8
Geode Capital Management
Massachusetts
$250K
Morgan Stanley
9
Morgan Stanley
New York
$245K +$65.5K +35,385 +45%
CNB
10
City National Bank
California
$214K +$185K +100,000 New
BCM
11
Bridgeway Capital Management
Texas
$143K
Northern Trust
12
Northern Trust
Illinois
$139K -$9.21K -4,980 -7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$128K
VKH
14
Virtu KCG Holdings
New York
$119K +$103K +55,437 New
NL
15
NWAM LLC
Washington
$105K -$29.7K -16,067 -25%
PGFC
16
Peapack-Gladstone Financial Corp
New Jersey
$85.6K +$74K +40,000 New
BRWA
17
B. Riley Wealth Advisors
Florida
$81K +$70.3K +38,000 New
ACM
18
American Capital Management
New York
$53K +$46.3K +25,000 New
GC
19
Guggenheim Capital
Illinois
$49K +$2.51K +1,358 +6%
State Street
20
State Street
Massachusetts
$45K
EVC
21
Eidelman Virant Capital
Missouri
$43K
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$35K +$2.86K +1,547 +10%
TC
23
TFS Capital
Pennsylvania
$29K -$12.5K -6,730 -33%
RBC
24
Ronald Blue & Co
Georgia
$26K
Zurich Cantonal Bank
25
Zurich Cantonal Bank
Switzerland
$24K -$20.4K -11,000 -50%

UQM Hedge Fund Activity: Q4 2013 in Review

37 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in UQM Technologies, Inc. (UQM) for Q4 2013, worth a combined $11.3M — up 29% from $8.73M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UQM positions and 5 closed out — a net gain of 4 holders — while 6 added to existing stakes and 8 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $302K. The largest seller was UBS, cutting an estimated $43.3K.

  • 37 institutional investors held UQM Technologies, Inc. (UQM) as of Q4 2013, up from 33 in Q3 2013.
  • Funds reported $11.3M of UQM Technologies, Inc. stock for Q4 2013, up 29% quarter-over-quarter.
  • 9 funds opened new UQM Technologies, Inc. positions in Q4 2013 and 5 closed out, a net change of +4 holders.
  • The largest UQM Technologies, Inc. buyer in Q4 2013 was BlackRock Institutional Trust, an estimated $302K added.
  • The largest UQM Technologies, Inc. seller in Q4 2013 was UBS, an estimated $43.3K sold.

Based on aggregated 13F filings for Q4 2013.