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URG

Ur-Energy

23 hedge funds and large institutions have $9.24M invested in Ur-Energy in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.36% less ownership

Funds ownership: 13.82%12.46% (-1.4%)

4% less funds holding

Funds holding: 2423 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

35% less capital invested

Capital invested by funds: $14.2M → $9.24M (-$4.95M)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

Holders
23
Holders Change
-1
Holders Change %
-4.17%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GXMC
1
Global X Management Company
New York
$5.4M -$1.09M -1,676,757 -15%
CC
2
CQS Cayman
Cayman Islands
$1.68M
GS
3
Gagnon Securities
New York
$470K -$554 -854 -0.1%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$464K -$107K -164,395 -17%
SCM
5
Schneider Capital Management
Pennsylvania
$319K +$158K +243,771 +77%
UBS Group
6
UBS Group
Switzerland
$233K
CCM
7
Coe Capital Management
Illinois
$200K +$20.6K +31,828 +10%
Canada Pension Plan Investment Board
8
Canada Pension Plan Investment Board
Ontario, Canada
$160K -$94.7K -145,990 -33%
Deutsche Bank
9
Deutsche Bank
Germany
$115K +$649 +1,000 +0.5%
TCM
10
Tanaka Capital Management
New York
$43K
Bank of America
11
Bank of America
North Carolina
$42K +$4.09K +6,300 +9%
VAM
12
Verity Asset Management
North Carolina
$38K -$27K -41,591 -38%
AG
13
Aperio Group
California
$15K +$17.3K +26,625 New
LNWWM
14
Laird Norton Wetherby Wealth Management
California
$15K +$17.3K +26,625 New
KJHP
15
K.J. Harrison & Partners
Ontario, Canada
$14K
GWM
16
Greenwich Wealth Management
Connecticut
$13K +$14.3K +22,000 New
KAM
17
Keeley Asset Management
Illinois
$9K
VKH
18
Virtu KCG Holdings
New York
$8K -$8.1K -12,490 -47%
VFA
19
Voya Financial Advisors
Connecticut
$6K
Morgan Stanley
20
Morgan Stanley
New York
$1K -$6.77K -10,443 -91%
WA
21
WFG Advisors
Texas
$1K
Toronto Dominion Bank
22
Toronto Dominion Bank
Ontario, Canada
$1K +$183 +282 +26%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
-$16K -20,465 Closed
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$15K -19,500 Closed
LPL Financial
25
LPL Financial
California
-$8K -10,000 Closed

URG Hedge Fund Activity: Q3 2015 in Review

23 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Ur-Energy (URG) for Q3 2015, worth a combined $9.24M — down 35% from $14.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of URG and 3 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 5 added.

The largest buyer was Schneider Capital Management, adding an estimated $158K. The largest seller was Global X Management Company, cutting an estimated $1.09M.

  • 23 institutional investors held Ur-Energy (URG) as of Q3 2015, down from 24 in Q2 2015.
  • Funds reported $9.24M of Ur-Energy stock for Q3 2015, down 35% quarter-over-quarter.
  • 3 funds opened new Ur-Energy positions in Q3 2015 and 4 closed out, a net change of -1 holder.
  • The largest Ur-Energy buyer in Q3 2015 was Schneider Capital Management, an estimated $158K added.
  • The largest Ur-Energy seller in Q3 2015 was Global X Management Company, an estimated $1.09M sold.

Based on aggregated 13F filings for Q3 2015.