Which funds bought or sold undefined recently?
Which funds are the top buyers of undefined?
| Fund Name | # Shares | $ Value | % Port. |
|---|---|---|---|
| Parametric Portfolio Associates LLC | 757,320 | 46,446,000 | 0.02% |
| Jefferies Group LLC | 55,009 | 3,675,150 | 0.03% |
| BBVA USA | 39,808 | 1,837,000 | 0.11% |
| AFTON CAPITAL MANAGEMENT LLC | 30,955 | 2,068,000 | 6.77% |
| PRICE MICHAEL F | 20,000 | 1,227,000 | 0.14% |
| Amalgamated Financial Corp. | 11,840 | 726,000 | 0.01% |
| BALASA DINVERNO & FOLTZ LLC | 11,148 | 745,000 | 0.05% |
| AMERICAN NATIONAL INSURANCE CO | 8,800 | 540,000 | 0.15% |
| Farmer Steven Patrick | 7,659 | 501,000 | 0.01% |
| QS Investors, LLC | 7,581 | 289,000 | - |
Which funds have put a big percent of portfolio in undefined?
| Fund Name | $ Value | % Port. |
|---|---|---|
| AFTON CAPITAL MANAGEMENT LLC | 2,068,000 | 6.77% |
| Astrantus Ltd | 343,000 | 0.58% |
| AMERICAN NATIONAL INSURANCE CO | 540,000 | 0.15% |
| PRICE MICHAEL F | 1,227,000 | 0.14% |
| NuWave Investment Management, LLC | 110,000 | 0.13% |
| BBVA USA | 1,837,000 | 0.11% |
| BIVIN & ASSOCIATES, INC. | 55,000 | 0.06% |
| Covenant Multifamily Offices, LLC | 279,000 | 0.05% |
| BALASA DINVERNO & FOLTZ LLC | 745,000 | 0.05% |
| Private Capital Group, LLC | 59,000 | 0.04% |
Trend of No. of funds that hold undefined
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
| Fund Name | $ Bought |
|---|---|
| Jefferies Group LLC | 3,675,150 |
| Amalgamated Financial Corp. | 726,000 |
| AMERICAN NATIONAL INSURANCE CO | 540,000 |
| Farmer Steven Patrick | 501,000 |
| Astrantus Ltd | 343,000 |
| QS Investors, LLC | 289,000 |
| WIPFLI FINANCIAL ADVISORS LLC, | 249,000 |
| Pinnacle Wealth Advisors | 158,000 |
Additions
| Fund Name | % Increased |
|---|---|
| NEXT Financial Group, Inc | 365 |
| NuWave Investment Management, LLC | 169 |
| BALASA DINVERNO & FOLTZ LLC | 38.06 |
| People's United Financial, Inc. | 35.44 |
| Berman Capital Advisors, LLC | 24.02 |
Reductions
| Fund Name | % Reduced |
|---|---|
| AFTON CAPITAL MANAGEMENT LLC | -18.82 |
| BBVA USA | -5.78 |
| FIRST MERCANTILE TRUST CO | -5.18 |
| Parametric Portfolio Associates LLC | -3.03 |
| Private Capital Group, LLC | -2.71 |
| Covenant Multifamily Offices, LLC | -0.52 |
Sold off
| Fund Name | $ Sold |
|---|---|
| STAMINA CAPITAL MANAGEMENT LP | -4,877,000 |
| Ronit Capital LLP | -2,941,000 |
| Gyon Technologies Capital Management, LP | -2,935,000 |
| Hayden Royal, LLC | -1,858,000 |
| Claraphi Advisory Network, LLC | -674,000 |
| B. Riley Wealth Management, Inc. | -373,000 |
| Brinker Capital Investments, LLC | -285,000 |
| Enlightenment Research, LLC | -229,000 |