Value Line
VALU
21 hedge funds and large institutions have $12.4M invested in Value Line in 2014 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 4 closing their positions.
2% more capital invested
Capital invested by funds: $12.2M → $12.4M (+$186K)
9% less funds holding
Funds holding: 23 → 21 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
57% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$324K |
| 2 |
Renaissance Technologies
New York
|
+$162K |
| 3 |
NPC
National Planning Corporation
El Segundo,
California
|
+$75.1K |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$7.88K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$16 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IIA
IPG Investment Advisors
San Diego,
California
|
-$681K |
| 2 |
MDCM
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
-$44.1K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$15K |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$13.9K |
| 5 |
Morgan Stanley
New York
|
-$12.5K |
VALU Hedge Fund Activity: Q4 2014 in Review
21 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Value Line (VALU) for Q4 2014, worth a combined $12.4M — up 1.5% from $12.2M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of VALU and 2 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 3 added.
The largest buyer was Neuberger Berman Group, adding an estimated $324K. The largest seller was IPG Investment Advisors, exiting entirely with an estimated $681K sold.
- 21 institutional investors held Value Line (VALU) as of Q4 2014, down from 23 in Q3 2014.
- Funds reported $12.4M of Value Line stock for Q4 2014, up 1.5% quarter-over-quarter.
- 2 funds opened new Value Line positions in Q4 2014 and 4 closed out, a net change of -2 holders.
- The largest Value Line buyer in Q4 2014 was Neuberger Berman Group, an estimated $324K added.
- The largest Value Line seller in Q4 2014 was IPG Investment Advisors, an estimated $681K sold.
Based on aggregated 13F filings for Q4 2014.