Which funds bought or sold undefined recently?
Which funds are the top buyers of undefined?
| Fund Name | # Shares | $ Value | % Port. |
|---|---|---|---|
| Parametric Portfolio Associates LLC | 6,165,980 | 2,176,030,000 | 1.14% |
| EATON VANCE MANAGEMENT | 2,546,860 | 680,062,000 | 1.01% |
| J.P. Morgan Private Wealth Advisors LLC | 842,194 | 295,021,000 | 0.84% |
| Column Capital Advisors, LLC | 742,948 | 1,297,640 | 0.19% |
| PICTET ASSET MANAGEMENT LTD | 701,390 | 194,930,000 | 0.21% |
| BREWIN DOLPHIN LTD | 657,819 | 179,598,000 | 8.64% |
| MARATHON ASSET MANAGEMENT LLP | 655,688 | 182,219,000 | 2.21% |
| PICTET ASSET MANAGEMENT SA | 640,247 | 218,324,000 | 0.26% |
| BRR OpCo, LLC | 578,257 | 154,406,000 | 18.96% |
| Amalgamated Financial Corp. | 495,480 | 174,860,000 | 1.39% |
Which funds have put a big percent of portfolio in undefined?
| Fund Name | $ Value | % Port. |
|---|---|---|
| BEECHER INVESTORS INC | 23,071,000 | 37.90% |
| Voleon Capital Management LP | 81,906,000 | 23.40% |
| Aquamarine Capital Management, LLC | 38,387,000 | 22.55% |
| Carter Financial Group, INC. | 16,375,000 | 21.95% |
| Arbor Wealth Management, LLC | 98,054,000 | 21.50% |
| BRR OpCo, LLC | 154,406,000 | 18.96% |
| OTA Financial Group L.P. | 20,460,000 | 14.29% |
| ARMSTRONG SHAW ASSOCIATES INC/CT | 10,629,500 | 11.17% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 100,981,000 | 11.01% |
| Gabalex Capital Management LLC | 16,021,000 | 8.84% |
Trend of No. of funds that hold undefined
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
| Fund Name | $ Bought |
|---|---|
| Amalgamated Financial Corp. | 174,860,000 |
| Farmer Steven Patrick | 56,383,000 |
| CORNERSTONE ADVISORS INC | 49,036,000 |
| ALLSTATE INVESTMENT MANAGEMENT CO | 21,314,700 |
| OTA Financial Group L.P. | 20,460,000 |
| Carter Financial Group, INC. | 16,375,000 |
| Pinnacle Wealth Advisors | 9,110,000 |
| Titus Wealth Management | 8,179,000 |
Additions
| Fund Name | % Increased |
|---|---|
| Windsor Creek Advisors, LLC | 13,466 |
| Gibson Wealth Advisors LLC | 800 |
| Ameritas Investment Company, LLC | 400 |
| PATHSTONE FAMILY OFFICE, LLC | 374 |
| ZEKE CAPITAL ADVISORS, LLC | 358 |
| 55I, LLC | 185 |
| Pluribus Labs, LLC | 135 |
| Emerson Wealth, LLC | 116 |
Reductions
| Fund Name | % Reduced |
|---|---|
| Frontier Wealth Management LLC | -99.56 |
| IndexIQ Advisors LLC | -96.49 |
| swisspartners Ltd. | -81.76 |
| Brinker Capital Investments, LLC | -75.00 |
| WELD CAPITAL MANAGEMENT LLC | -73.38 |
| Carroll Financial Associates, Inc. | -71.43 |
| Wealth Enhancement & Preservation of GA, LLC | -66.67 |
| Brown Advisory Securities, LLC | -65.3 |
Sold off
| Fund Name | $ Sold |
|---|---|
| IBM Retirement Fund | -10,329,000 |
| ELM ADVISORS, LLC | -8,112,000 |
| BEECHER INVESTORS INC | -7,361,000 |
| SageGuard Financial Group, LLC | -6,056,000 |
| swisspartners Ltd. | -4,065,000 |
| MARSHALL WACE ASIA Ltd | -2,201,000 |
| FIRST QUADRANT L P/CA | -2,029,000 |
| Ford Financial Group, LLC | -1,409,200 |