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UQM

UQM Technologies, Inc.
UQM

Delisted

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

30 hedge funds and large institutions have $3.17M invested in UQM Technologies, Inc. in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

11% more funds holding

Funds holding: 2730 (+3)

11% less capital invested

Capital invested by funds: $3.57M → $3.17M (-$406K)

Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIT
1
BlackRock Institutional Trust
California
$861K
PGCM
2
Prescott Group Capital Management
Oklahoma
$736K
Vanguard Group
3
Vanguard Group
Pennsylvania
$549K -$5.8K -10,081 -1%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$360K -$2.88K -5,000 -0.8%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$128K +$129K +224,166 New
PCM
6
Perkins Capital Management
Minnesota
$113K +$30.6K +53,300 +37%
California Public Employees Retirement System
7
California Public Employees Retirement System
California
$96K
Morgan Stanley
8
Morgan Stanley
New York
$54K
Wells Fargo
9
Wells Fargo
California
$51K
Bank of New York Mellon
10
Bank of New York Mellon
New York
$37K
Northern Trust
11
Northern Trust
Illinois
$34K
NL
12
NWAM LLC
Washington
$26K
Goldman Sachs
13
Goldman Sachs
New York
$17K +$2.83K +4,918 +20%
VKH
14
Virtu KCG Holdings
New York
$17K +$16.7K +29,111 New
UBS Group
15
UBS Group
Switzerland
$13K +$13K +22,527 +3,812%
EVC
16
Eidelman Virant Capital
Missouri
$11.8K
State Street
17
State Street
Massachusetts
$11K
PAM
18
PVG Asset Management
Colorado
$8.01K
Citadel Advisors
19
Citadel Advisors
Florida
$7K +$6.95K +12,093 New
FA
20
FCG Advisors
New Jersey
$6K
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$6K
TDC
22
Thompson Davis & Co
Virginia
$6K
Renaissance Technologies
23
Renaissance Technologies
New York
$6K +$6.32K +10,999 New
Bank of America
24
Bank of America
North Carolina
$5K
BFA
25
BlackRock Fund Advisors
California
$4K +$797 +1,386 +24%

UQM Hedge Fund Activity: Q1 2016 in Review

30 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in UQM Technologies, Inc. (UQM) for Q1 2016, worth a combined $3.17M — down 11% from $3.57M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new UQM positions and 1 closed out — a net gain of 3 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $129K. The largest seller was Peapack-Gladstone Financial Corp, exiting entirely with an estimated $6.65K sold.

  • 30 institutional investors held UQM Technologies, Inc. (UQM) as of Q1 2016, up from 27 in Q4 2015.
  • Funds reported $3.17M of UQM Technologies, Inc. stock for Q1 2016, down 11% quarter-over-quarter.
  • 4 funds opened new UQM Technologies, Inc. positions in Q1 2016 and 1 closed out, a net change of +3 holders.
  • The largest UQM Technologies, Inc. buyer in Q1 2016 was Raymond James Financial Services Advisors, an estimated $129K added.
  • The largest UQM Technologies, Inc. seller in Q1 2016 was Peapack-Gladstone Financial Corp, an estimated $6.65K sold.

Based on aggregated 13F filings for Q1 2016.