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UQM

UQM Technologies, Inc.
UQM

Delisted

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

33 hedge funds and large institutions have $3.73M invested in UQM Technologies, Inc. in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less funds holding

Funds holding: 3633 (-3)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

42% less capital invested

Capital invested by funds: $6.47M → $3.73M (-$2.75M)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
33
Holders Change
-3
Holders Change %
-8.33%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.33M +$154 +129 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$758K -$834K -697,992 -44%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$480K +$47.9K +40,080 +8%
EIM
4
Essex Investment Management
Massachusetts
$229K +$322K +269,803 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$153K
California Public Employees Retirement System
6
California Public Employees Retirement System
California
$142K
Wells Fargo
7
Wells Fargo
California
$109K +$1 +1 +0%
Morgan Stanley
8
Morgan Stanley
New York
$90K -$10.8K -9,000 -8%
BCM
9
Bridgeway Capital Management
Texas
$80K
Northern Trust
10
Northern Trust
Illinois
$59K
UBS Group
11
UBS Group
Switzerland
$57K -$6.95K -5,817 -8%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$45K
NL
13
NWAM LLC
Washington
$35K
Bank of America
14
Bank of America
North Carolina
$31K -$4.6K -3,852 -10%
Citadel Advisors
15
Citadel Advisors
Florida
$28K +$24K +20,075 +150%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$22K
HCM
17
Hollencrest Capital Management
California
$14K
State Street
18
State Street
Massachusetts
$14K
Invesco
19
Invesco
Georgia
$9K -$447 -374 -3%
Fifth Third Bancorp
20
Fifth Third Bancorp
Ohio
$9K
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$9K
FC
22
Ferris Capital
Massachusetts
$8K
PA
23
Parallel Advisors
California
$8K
JFA
24
JNBA Financial Advisors
Minnesota
$2K +$2.39K +2,000 New
CWM
25
Cranbrook Wealth Management
Michigan
$1K

UQM Hedge Fund Activity: Q4 2018 in Review

33 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in UQM Technologies, Inc. (UQM) for Q4 2018, worth a combined $3.73M — down 42% from $6.47M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of UQM and 4 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 4 added.

The largest buyer was Essex Investment Management, opening a new position worth an estimated $322K. The largest seller was Vanguard Group, cutting an estimated $834K.

  • 33 institutional investors held UQM Technologies, Inc. (UQM) as of Q4 2018, down from 36 in Q3 2018.
  • Funds reported $3.73M of UQM Technologies, Inc. stock for Q4 2018, down 42% quarter-over-quarter.
  • 4 funds opened new UQM Technologies, Inc. positions in Q4 2018 and 7 closed out, a net change of -3 holders.
  • The largest UQM Technologies, Inc. buyer in Q4 2018 was Essex Investment Management, an estimated $322K added.
  • The largest UQM Technologies, Inc. seller in Q4 2018 was Vanguard Group, an estimated $834K sold.

Based on aggregated 13F filings for Q4 2018.