Which funds bought or sold undefined recently?
Which funds are the top buyers of undefined?
| Fund Name | # Shares | $ Value | % Port. |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 18,994,000 | 654,533,000 | 0.07% |
| NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 18,500,200 | 320,794,000 | 2.58% |
| BANK OF MONTREAL /CAN/ | 15,680,600 | 543,175,000 | 0.16% |
| MORGAN STANLEY | 8,930,790 | 154,860,000 | 0.01% |
| LPL Financial LLC | 8,654,350 | 150,066,000 | 0.09% |
| MORGAN STANLEY | 7,476,550 | 257,642,000 | 0.02% |
| JPMORGAN CHASE & CO | 6,545,320 | 181,240,000 | 0.02% |
| BANK OF AMERICA CORP /DE/ | 5,644,080 | 160,856,000 | 0.02% |
| BANK OF AMERICA CORP /DE/ | 5,620,220 | 109,032,000 | 0.01% |
| WELLS FARGO & COMPANY/MN | 5,609,690 | 108,828,000 | 0.03% |
Which funds have put a big percent of portfolio in undefined?
| Fund Name | $ Value | % Port. |
|---|---|---|
| Glen Point Capital LLP | 4,039,000 | 100.00% |
| Caerus Investment Advisors, LLC | 11,416,400 | 11.01% |
| Praetorian PR LLC | 16,614,000 | 8.22% |
| Kapitalo Investimentos Ltda | 39,614,900 | 8.18% |
| Fielder Capital Group LLC | 11,063,800 | 6.68% |
| Legend Financial Advisors, Inc. | 9,047,730 | 6.56% |
| Evolution Wealth Advisors, LLC | 31,097,800 | 5.96% |
| AHL INVESTMENT MANAGEMENT, INC. | 7,097,390 | 5.44% |
| Clarus Group, Inc. | 7,717,460 | 5.40% |
| Vishria Bird Financial Group, LLC | 12,526,000 | 5.36% |
Trend of No. of funds that hold undefined
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
| Fund Name | $ Bought |
|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 11,063,800 |
| Whitcomb & Hess, Inc. | 7,634,400 |
| REUTER JAMES WEALTH MANAGEMENT, LLC | 5,542,020 |
| Legacy CG, LLC | 5,123,640 |
| Trinity Wealth Management, LLC | 4,235,960 |
| Synergy Asset Management, LLC | 3,656,790 |
| Eagle Strategies LLC | 3,330,150 |
| Sharkey, Howes & Javer | 3,257,050 |
Additions
| Fund Name | % Increased |
|---|---|
| Sunbelt Securities, Inc. | 135,000 |
| Global Retirement Partners, LLC | 8,584 |
| IAM Advisory, LLC | 1,204 |
| Hexagon Capital Partners LLC | 963 |
| Cyndeo Wealth Partners, LLC | 741 |
| HARBOR INVESTMENT ADVISORY, LLC | 737 |
| PFG Investments, LLC | 637 |
| Birch Capital Management, LLC | 572 |
Reductions
| Fund Name | % Reduced |
|---|---|
| Royal Bank of Canada | -99.74 |
| Richard P Slaughter Associates Inc | -96.66 |
| JANE STREET GROUP, LLC | -95.44 |
| Gradient Investments LLC | -95.37 |
| PNC FINANCIAL SERVICES GROUP, INC. | -93.62 |
| ATTICUS WEALTH MANAGEMENT, LLC | -91.05 |
| Global Retirement Partners, LLC | -90.88 |
| JANE STREET GROUP, LLC | -90.16 |
Sold off
| Fund Name | $ Sold |
|---|---|
| RAYMOND JAMES & ASSOCIATES | -3,559,850 |
| MOODY LYNN & LIEBERSON, LLC | -2,345,980 |
| Mesirow Financial Investment Management, Inc. | -2,276,310 |
| Mesirow Financial Investment Management, Inc. | -1,718,660 |
| Mesirow Financial Investment Management, Inc. | -1,568,800 |
| Eagle Strategies LLC | -1,456,740 |
| Eagle Strategies LLC | -770,697 |
| Kovack Advisors, Inc. | -757,155 |