Value Line
VALU
20 hedge funds and large institutions have $7.73M invested in Value Line in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 4 closing their positions.
61% more capital invested
Capital invested by funds: $4.81M → $7.73M (+$2.92M)
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
5% more funds holding
Funds holding: 19 → 20 (+1)
60% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$916K |
| 2 |
TA
Teton Advisors
Rye,
New York
|
+$294K |
| 3 |
GF
Gabelli Funds
Rye,
New York
|
+$167K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$34.2K |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$26K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Auxier Asset Management
Aurora,
Oregon
|
-$168K |
| 2 |
CAM
Cacti Asset Management
Atlanta,
Georgia
|
-$37.1K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$20.1K |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$11K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$9K |
VALU Hedge Fund Activity: Q4 2013 in Review
20 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Value Line (VALU) for Q4 2013, worth a combined $7.73M — up 61% from $4.81M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new VALU positions and 4 closed out — a net gain of 1 holder — while 4 added to existing stakes and 10 trimmed.
The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $916K. The largest seller was Auxier Asset Management, cutting an estimated $168K.
- 20 institutional investors held Value Line (VALU) as of Q4 2013, up from 19 in Q3 2013.
- Funds reported $7.73M of Value Line stock for Q4 2013, up 61% quarter-over-quarter.
- 5 funds opened new Value Line positions in Q4 2013 and 4 closed out, a net change of +1 holder.
- The largest Value Line buyer in Q4 2013 was Neuberger Berman Group, an estimated $916K added.
- The largest Value Line seller in Q4 2013 was Auxier Asset Management, an estimated $168K sold.
Based on aggregated 13F filings for Q4 2013.