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Value Line
VALU

41 hedge funds and large institutions have $25.9M invested in Value Line in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

3% more funds holding

Funds holding: 40 → 41 (+1)

1.46% less ownership

Funds ownership: 6.86% → 5.39% (-1.5%)

9% less capital invested

Capital invested by funds: $28.5M → $25.9M (-$2.58M)

13% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 15

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
15
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAM
Auxier Asset Management
Oregon
+$245K
2
BlackRock
BlackRock
New York
+$107K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$80.9K
4
Bank of America
Bank of America
North Carolina
+$73.7K
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$59.8K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$864K
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$401K
3
RA
Royce & Associates
New York
-$190K
4
Osaic Holdings
Osaic Holdings
Arizona
-$173K
5
SO
STRS Ohio
Ohio
-$46.8K

VALU Hedge Fund Activity: Q4 2022 in Review

41 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Value Line (VALU) for Q4 2022, worth a combined $25.9M — down 9.1% from $28.5M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new VALU positions and 1 closed out — a net gain of 2 holders — while 13 added to existing stakes and 15 trimmed.

The largest buyer was Auxier Asset Management, opening a new position worth an estimated $245K. The largest seller was Wells Fargo, cutting an estimated $864K.

  • 41 institutional investors held Value Line (VALU) as of Q4 2022, up from 40 in Q3 2022.
  • Funds reported $25.9M of Value Line stock for Q4 2022, down 9.1% quarter-over-quarter.
  • 3 funds opened new Value Line positions in Q4 2022 and 1 closed out, a net change of +2 holders.
  • The largest Value Line buyer in Q4 2022 was Auxier Asset Management, an estimated $245K added.
  • The largest Value Line seller in Q4 2022 was Wells Fargo, an estimated $864K sold.

Based on aggregated 13F filings for Q4 2022.