We are live on ! Find out more
VALU icon

Value Line
VALU

23 hedge funds and large institutions have $12.2M invested in Value Line in 2014 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

3% less capital invested

Capital invested by funds: $12.7M → $12.2M (-$437K)

12% less funds holding

Funds holding: 26 → 23 (-3)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
23
Holders Change
-3
Holders Change %
-11.54%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
9
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IIA
IPG Investment Advisors
California
+$333K
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$30.7K
3
MDCM
Morgan Dempsey Capital Management
Wisconsin
+$19.3K
4
GF
Gabelli Funds
New York
+$16.2K
5
TA
Teton Advisors
New York
+$8.1K

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$14.1K
2
US Bancorp
US Bancorp
Minnesota
-$9.81K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$9.71K
4
Bank of America
Bank of America
North Carolina
-$4K
5
Federated Hermes
Federated Hermes
Pennsylvania
-$3.19K

VALU Hedge Fund Activity: Q3 2014 in Review

23 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Value Line (VALU) for Q3 2014, worth a combined $12.2M — down 3.4% from $12.7M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of VALU and 0 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 9 added.

The largest buyer was IPG Investment Advisors, adding an estimated $333K. The largest seller was Citigroup, cutting an estimated $14.1K.

  • 23 institutional investors held Value Line (VALU) as of Q3 2014, down from 26 in Q2 2014.
  • Funds reported $12.2M of Value Line stock for Q3 2014, down 3.4% quarter-over-quarter.
  • 0 funds opened new Value Line positions in Q3 2014 and 3 closed out, a net change of -3 holders.
  • The largest Value Line buyer in Q3 2014 was IPG Investment Advisors, an estimated $333K added.
  • The largest Value Line seller in Q3 2014 was Citigroup, an estimated $14.1K sold.

Based on aggregated 13F filings for Q3 2014.