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Value Line
VALU

23 hedge funds and large institutions have $11.5M invested in Value Line in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

10% more funds holding

Funds holding: 21 → 23 (+2)

7% less capital invested

Capital invested by funds: $12.4M → $11.5M (-$917K)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IIA
IPG Investment Advisors
California
+$578K
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$172K
3
TRCT
Tower Research Capital (TRC)
New York
+$17.4K
4
GF
Gabelli Funds
New York
+$17K
5
Renaissance Technologies
Renaissance Technologies
New York
+$4.66K

Top Sellers

Rank Fund Capital Flow
1
AAM
Auxier Asset Management
Oregon
-$167K
2
NPC
National Planning Corporation
California
-$77.1K
3
Northern Trust
Northern Trust
Illinois
-$25.4K
4
MDCM
Morgan Dempsey Capital Management
Wisconsin
-$24.9K
5
Morgan Stanley
Morgan Stanley
New York
-$15.5K

VALU Hedge Fund Activity: Q1 2015 in Review

23 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Value Line (VALU) for Q1 2015, worth a combined $11.5M — down 7.4% from $12.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new VALU positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 6 trimmed.

The largest buyer was IPG Investment Advisors, opening a new position worth an estimated $578K. The largest seller was Auxier Asset Management, exiting entirely with an estimated $167K sold.

  • 23 institutional investors held Value Line (VALU) as of Q1 2015, up from 21 in Q4 2014.
  • Funds reported $11.5M of Value Line stock for Q1 2015, down 7.4% quarter-over-quarter.
  • 4 funds opened new Value Line positions in Q1 2015 and 2 closed out, a net change of +2 holders.
  • The largest Value Line buyer in Q1 2015 was IPG Investment Advisors, an estimated $578K added.
  • The largest Value Line seller in Q1 2015 was Auxier Asset Management, an estimated $167K sold.

Based on aggregated 13F filings for Q1 2015.