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UQM

UQM Technologies, Inc.
UQM

Delisted

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

36 hedge funds and large institutions have $6.47M invested in UQM Technologies, Inc. in 2018 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

36% more capital invested

Capital invested by funds: $4.77M → $6.47M (+$1.7M)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

16% more funds holding

Funds holding: 3136 (+5)

Holders
36
Holders Change
+5
Holders Change %
+16.13%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.08M +$559 +504 +0%
BlackRock
2
BlackRock
New York
$2.05M +$19.4K +17,539 +1%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$687K +$222K +200,000 +62%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$236K +$4.55K +4,100 +2%
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$219K
Wells Fargo
6
Wells Fargo
California
$168K +$5.53K +4,985 +4%
Morgan Stanley
7
Morgan Stanley
New York
$150K -$681 -614 -0.5%
BCM
8
Bridgeway Capital Management
Texas
$123K
UBS Group
9
UBS Group
Switzerland
$95K +$78.7K +70,973 +3,751%
Northern Trust
10
Northern Trust
Illinois
$90K
Bank of New York Mellon
11
Bank of New York Mellon
New York
$69K -$1 -1 -0%
IP
12
Intellectus Partners
California
$62K
LF
13
Lee Financial
Texas
$56K +$47.4K +42,756 New
NL
14
NWAM LLC
Washington
$54K
Bank of America
15
Bank of America
North Carolina
$53K -$57.5K -51,905 -56%
Goldman Sachs
16
Goldman Sachs
New York
$39K +$54 +49 +0.2%
VF
17
Virtu Financial
New York
$38K +$32.3K +29,146 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$34K
HCM
19
Hollencrest Capital Management
California
$27K -$9.48K -8,550 -34%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$23K +$19.6K +17,705 New
State Street
21
State Street
Massachusetts
$20K -$3.21K -2,898 -15%
Citadel Advisors
22
Citadel Advisors
Florida
$18K +$14.8K +13,370 New
Invesco
23
Invesco
Georgia
$15K -$5.33K -4,811 -30%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$13K
PA
25
Parallel Advisors
California
$13K

UQM Hedge Fund Activity: Q3 2018 in Review

36 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in UQM Technologies, Inc. (UQM) for Q3 2018, worth a combined $6.47M — up 36% from $4.77M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new UQM positions and 3 closed out — a net gain of 5 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $222K. The largest seller was PVG Asset Management, exiting entirely with an estimated $145K sold.

  • 36 institutional investors held UQM Technologies, Inc. (UQM) as of Q3 2018, up from 31 in Q2 2018.
  • Funds reported $6.47M of UQM Technologies, Inc. stock for Q3 2018, up 36% quarter-over-quarter.
  • 8 funds opened new UQM Technologies, Inc. positions in Q3 2018 and 3 closed out, a net change of +5 holders.
  • The largest UQM Technologies, Inc. buyer in Q3 2018 was Raymond James Financial Services Advisors, an estimated $222K added.
  • The largest UQM Technologies, Inc. seller in Q3 2018 was PVG Asset Management, an estimated $145K sold.

Based on aggregated 13F filings for Q3 2018.