Value Line
VALU
32 hedge funds and large institutions have $13.3M invested in Value Line in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
19% more funds holding
Funds holding: 27 → 32 (+5)
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
8% more capital invested
Capital invested by funds: $12.3M → $13.3M (+$1.01M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$492K |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$59.8K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$49.2K |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
+$40.9K |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$40.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$85.2K |
| 2 |
Neuberger Berman Group
New York
|
-$84.6K |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$67.9K |
| 4 |
RA
Royce & Associates
New York
|
-$27.2K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$20.7K |
VALU Hedge Fund Activity: Q2 2016 in Review
32 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Value Line (VALU) for Q2 2016, worth a combined $13.3M — up 8.2% from $12.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new VALU positions and 3 closed out — a net gain of 5 holders — while 10 added to existing stakes and 9 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $492K. The largest seller was UBS Group, cutting an estimated $85.2K.
- 32 institutional investors held Value Line (VALU) as of Q2 2016, up from 27 in Q1 2016.
- Funds reported $13.3M of Value Line stock for Q2 2016, up 8.2% quarter-over-quarter.
- 8 funds opened new Value Line positions in Q2 2016 and 3 closed out, a net change of +5 holders.
- The largest Value Line buyer in Q2 2016 was BlackRock Fund Advisors, an estimated $492K added.
- The largest Value Line seller in Q2 2016 was UBS Group, an estimated $85.2K sold.
Based on aggregated 13F filings for Q2 2016.