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Value Line
VALU

24 hedge funds and large institutions have $10.9M invested in Value Line in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

41% more capital invested

Capital invested by funds: $7.73M → $10.9M (+$3.2M)

20% more funds holding

Funds holding: 20 → 24 (+4)

Holders
24
Holders Change
+4
Holders Change %
+20%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
10
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$341K
2
GF
Gabelli Funds
New York
+$157K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$154K
4
MDCM
Morgan Dempsey Capital Management
Wisconsin
+$122K
5
US Bancorp
US Bancorp
Minnesota
+$47.1K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$14K
2
Wells Fargo
Wells Fargo
California
-$13.8K
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$10.8K

VALU Hedge Fund Activity: Q1 2014 in Review

24 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Value Line (VALU) for Q1 2014, worth a combined $10.9M — up 41% from $7.73M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new VALU positions and 0 closed out — a net gain of 4 holders — while 10 added to existing stakes and 3 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $341K. The largest seller was Wellington Management Group, cutting an estimated $14K.

  • 24 institutional investors held Value Line (VALU) as of Q1 2014, up from 20 in Q4 2013.
  • Funds reported $10.9M of Value Line stock for Q1 2014, up 41% quarter-over-quarter.
  • 4 funds opened new Value Line positions in Q1 2014 and 0 closed out, a net change of +4 holders.
  • The largest Value Line buyer in Q1 2014 was Neuberger Berman Group, an estimated $341K added.
  • The largest Value Line seller in Q1 2014 was Wellington Management Group, an estimated $14K sold.

Based on aggregated 13F filings for Q1 2014.