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UQM

UQM Technologies, Inc.
UQM

Delisted

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

43 hedge funds and large institutions have $16.7M invested in UQM Technologies, Inc. in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $306K | Put options by funds: $152K

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 4243 (+1)

8% less capital invested

Capital invested by funds: $18.2M → $16.7M (-$1.5M)

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
1.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
13
Reduced
8
Closed
5
Calls
$306K
Puts
$152K
Net Calls
+$154K
Net Calls Change
-$230K
Name Holding Trade Value Shares
Change
Change in
Stake
BIT
1
BlackRock Institutional Trust
California
$3.31M +$188K +84,977 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.28M +$116K +52,742 +6%
PCM
3
Perkins Capital Management
Minnesota
$2.04M -$74K -33,500 -4%
B
4
Baird
Wisconsin
$1.83M +$12.1K +5,468 +0.7%
SCM
5
Seamans Capital Management
Massachusetts
$1.47M +$14.4K +6,500 +1%
Invesco
6
Invesco
Georgia
$1.03M -$23.1K -10,469 -2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$974K -$9.72K -4,400 -1%
PGCM
8
Prescott Group Capital Management
Oklahoma
$558K +$204K +92,357 +60%
AR
9
Advisory Research
Illinois
$470K +$457K +207,117 New
Morgan Stanley
10
Morgan Stanley
New York
$462K +$107K +48,599 +31%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$400K
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$380K
BFA
13
BlackRock Fund Advisors
California
$241K +$234K +106,167 New
BCM
14
Bridgeway Capital Management
Texas
$152K
Northern Trust
15
Northern Trust
Illinois
$147K -$800 -362 -0.6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$136K +$800 +362 +0.6%
PGFC
17
Peapack-Gladstone Financial Corp
New Jersey
$102K +$33.1K +15,000 +50%
AQR Capital Management
18
AQR Capital Management
Connecticut
$99K +$96.3K +43,600 New
Group One Trading
19
Group One Trading
Illinois
$71K -$37K -16,767 -35%
GC
20
Guggenheim Capital
Illinois
$61K -$5.94K -2,688 -9%
State Street
21
State Street
Massachusetts
$48K
EVC
22
Eidelman Virant Capital
Missouri
$45K
NL
23
NWAM LLC
Washington
$41K +$5.29K +2,395 +15%
TC
24
TFS Capital
Pennsylvania
$32K -$19.4K -8,789 -38%
RBC
25
Ronald Blue & Co
Georgia
$28K

UQM Hedge Fund Activity: Q2 2014 in Review

43 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in UQM Technologies, Inc. (UQM) for Q2 2014, worth a combined $16.7M — down 8.3% from $18.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new UQM positions and 5 closed out — a net gain of 1 holder — while 13 added to existing stakes and 8 trimmed.

The largest buyer was Advisory Research, opening a new position worth an estimated $457K. The largest seller was BTG Pactual Global Asset Management, exiting entirely with an estimated $132K sold.

  • 43 institutional investors held UQM Technologies, Inc. (UQM) as of Q2 2014, up from 42 in Q1 2014.
  • Funds reported $16.7M of UQM Technologies, Inc. stock for Q2 2014, down 8.3% quarter-over-quarter.
  • 6 funds opened new UQM Technologies, Inc. positions in Q2 2014 and 5 closed out, a net change of +1 holder.
  • The largest UQM Technologies, Inc. buyer in Q2 2014 was Advisory Research, an estimated $457K added.
  • The largest UQM Technologies, Inc. seller in Q2 2014 was BTG Pactual Global Asset Management, an estimated $132K sold.

Based on aggregated 13F filings for Q2 2014.