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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IIA
IPG Investment Advisors
San Diego,
California
|
+$578K |
| 2 |
Neuberger Berman Group
New York
|
+$172K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$17.4K |
| 4 |
GF
Gabelli Funds
Rye,
New York
|
+$17K |
| 5 |
Renaissance Technologies
New York
|
+$4.66K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Auxier Asset Management
Aurora,
Oregon
|
-$167K |
| 2 |
NPC
National Planning Corporation
El Segundo,
California
|
-$77.1K |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$25.4K |
| 4 |
MDCM
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
-$24.9K |
| 5 |
Morgan Stanley
New York
|
-$15.5K |
VALU Hedge Fund Activity: Q1 2015 in Review
23 of the 3,753 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.