Value Line
VALU
24 hedge funds and large institutions have $11M invested in Value Line in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
9% more funds holding
Funds holding: 22 → 24 (+2)
8% less capital invested
Capital invested by funds: $12M → $11M (-$973K)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$662K |
| 2 |
RB
Rodgers Brothers
Harmony,
Pennsylvania
|
+$161K |
| 3 |
Morgan Stanley
New York
|
+$23K |
| 4 |
Renaissance Technologies
New York
|
+$20K |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$2.38K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IIA
IPG Investment Advisors
San Diego,
California
|
-$546K |
| 2 |
MDCM
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
-$67.5K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$52.2K |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$30.5K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$10.7K |
VALU Hedge Fund Activity: Q4 2015 in Review
24 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Value Line (VALU) for Q4 2015, worth a combined $11M — down 8.1% from $12M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new VALU positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 6 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $662K. The largest seller was IPG Investment Advisors, exiting entirely with an estimated $546K sold.
- 24 institutional investors held Value Line (VALU) as of Q4 2015, up from 22 in Q3 2015.
- Funds reported $11M of Value Line stock for Q4 2015, down 8.1% quarter-over-quarter.
- 3 funds opened new Value Line positions in Q4 2015 and 1 closed out, a net change of +2 holders.
- The largest Value Line buyer in Q4 2015 was Neuberger Berman Group, an estimated $662K added.
- The largest Value Line seller in Q4 2015 was IPG Investment Advisors, an estimated $546K sold.
Based on aggregated 13F filings for Q4 2015.