Value Line
VALU
35 hedge funds and large institutions have $14.5M invested in Value Line in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 17 reducing their positions, and 4 closing their positions.
8% more capital invested
Capital invested by funds: $13.4M → $14.5M (+$1.1M)
0.14% more ownership
Funds ownership: 8.03% → 8.17% (+0.14%)
3% less funds holding
Funds holding: 36 → 35 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
59% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$224K |
| 2 |
SG Americas Securities
New York
|
+$131K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$44.7K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$20.5K |
| 5 |
Legal & General Group
London,
United Kingdom
|
+$11K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$52.6K |
| 2 |
Citigroup
New York
|
-$20.3K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$19.1K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$18.9K |
| 5 |
Neuberger Berman Group
New York
|
-$18.6K |
VALU Hedge Fund Activity: Q2 2017 in Review
35 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Value Line (VALU) for Q2 2017, worth a combined $14.5M — up 8.2% from $13.4M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of VALU and 3 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 7 added.
The largest buyer was US Bancorp, adding an estimated $224K. The largest seller was Dimensional Fund Advisors, cutting an estimated $52.6K.
- 35 institutional investors held Value Line (VALU) as of Q2 2017, down from 36 in Q1 2017.
- Funds reported $14.5M of Value Line stock for Q2 2017, up 8.2% quarter-over-quarter.
- 3 funds opened new Value Line positions in Q2 2017 and 4 closed out, a net change of -1 holder.
- The largest Value Line buyer in Q2 2017 was US Bancorp, an estimated $224K added.
- The largest Value Line seller in Q2 2017 was Dimensional Fund Advisors, an estimated $52.6K sold.
Based on aggregated 13F filings for Q2 2017.