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UQM

UQM Technologies, Inc.
UQM

Delisted

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

31 hedge funds and large institutions have $4.77M invested in UQM Technologies, Inc. in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 3231 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

21% less capital invested

Capital invested by funds: $6.04M → $4.77M (-$1.27M)

Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
5
Closed
6
Calls
$16K
Puts
Net Calls
+$16K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.59M -$2.57K -2,285 -0.1%
BlackRock
2
BlackRock
New York
$1.55M +$155K +138,003 +10%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$324K +$365K +324,266 New
Geode Capital Management
4
Geode Capital Management
Massachusetts
$176K
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$167K
PAM
6
PVG Asset Management
Colorado
$145K +$164K +145,408 New
Wells Fargo
7
Wells Fargo
California
$123K +$36K +32,000 +35%
Morgan Stanley
8
Morgan Stanley
New York
$116K +$34.7K +30,855 +36%
BCM
9
Bridgeway Capital Management
Texas
$94K
Bank of America
10
Bank of America
North Carolina
$92K -$291 -258 -0.3%
Northern Trust
11
Northern Trust
Illinois
$69K
Bank of New York Mellon
12
Bank of New York Mellon
New York
$52K
IP
13
Intellectus Partners
California
$47K +$11.3K +10,000 +27%
NL
14
NWAM LLC
Washington
$41K
Ameriprise
15
Ameriprise
Minnesota
$31K -$77.2K -68,584 -69%
Goldman Sachs
16
Goldman Sachs
New York
$29K -$336 -298 -1%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$26K
HCM
18
Hollencrest Capital Management
California
$25K
State Street
19
State Street
Massachusetts
$19K
Invesco
20
Invesco
Georgia
$16K +$18K +15,967 New
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$10K
PA
22
Parallel Advisors
California
$10K
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$10K
UBS Group
24
UBS Group
Switzerland
$2K -$91.7K -81,409 -98%
JFA
25
JNBA Financial Advisors
Minnesota
$2K

UQM Hedge Fund Activity: Q2 2018 in Review

31 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in UQM Technologies, Inc. (UQM) for Q2 2018, worth a combined $4.77M — down 21% from $6.04M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of UQM and 5 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 4 added.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $365K. The largest seller was EAM Investors, exiting entirely with an estimated $488K sold.

  • 31 institutional investors held UQM Technologies, Inc. (UQM) as of Q2 2018, down from 32 in Q1 2018.
  • Funds reported $4.77M of UQM Technologies, Inc. stock for Q2 2018, down 21% quarter-over-quarter.
  • 5 funds opened new UQM Technologies, Inc. positions in Q2 2018 and 6 closed out, a net change of -1 holder.
  • The largest UQM Technologies, Inc. buyer in Q2 2018 was Raymond James Financial Services Advisors, an estimated $365K added.
  • The largest UQM Technologies, Inc. seller in Q2 2018 was EAM Investors, an estimated $488K sold.

Based on aggregated 13F filings for Q2 2018.