Associated Capital Ownership
| AC Stock | USD 32.15 0.34 1.05% |
Shares in Circulation | First Issued 2014-03-31 | Previous Quarter 21.7 M | Current Value 21.6 M | Avarage Shares Outstanding 23.4 M | Quarterly Volatility 1.4 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Associated |
Associated Stock Ownership Analysis
About 73.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 0.76. Some equities with similar Price to Book (P/B) outperform the market in the long run. Associated Capital last dividend was issued on the 30th of November 2023. The entity had 1005:1000 split on the 29th of July 2020. Associated Capital Group, Inc. provides investment advisory services in the United States. The company was founded in 1976 and is headquartered in Greenwich, Connecticut. Associated Capital operates under Capital Markets classification in the United States and is traded on New York Stock Exchange. It employs 25 people. For more info on Associated Capital Group please contact Mario CFA at 203 629 9595 or go to https://www.associated-capital-group.com.Besides selling stocks to institutional investors, Associated Capital also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Associated Capital's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Associated Capital's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Associated Capital Quarterly Liabilities And Stockholders Equity |
|
Associated Capital Insider Trades History
Roughly 2.0% of Associated Capital Group are currently held by insiders. Unlike Associated Capital's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Associated Capital's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Associated Capital's insider trades
Associated Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Associated Capital is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Associated Capital Group backward and forwards among themselves. Associated Capital's institutional investor refers to the entity that pools money to purchase Associated Capital's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Bridgeway Capital Management, Llc | 2023-12-31 | 10 K | Citadel Advisors Llc | 2023-09-30 | 9.1 K | Millennium Management Llc | 2023-12-31 | 5.8 K | U.s. Bancorp | 2023-12-31 | 4.4 K | Bank Of America Corp | 2023-12-31 | 3.2 K | Fmr Inc | 2023-12-31 | 1.6 K | Morgan Stanley - Brokerage Accounts | 2023-12-31 | 910 | Rhumbline Advisers | 2023-12-31 | 549 | Ronald Blue Trust, Inc. | 2023-12-31 | 500 | Horizon Asset Management Inc/ny | 2023-12-31 | 1.1 M | Vanguard Group Inc | 2023-12-31 | 162.9 K |
Associated Capital Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Associated Capital insiders, such as employees or executives, is commonly permitted as long as it does not rely on Associated Capital's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Associated Capital insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Elisa Wilson six days ago Acquisition by Elisa Wilson of 70000 shares of Associated Capital subject to Rule 16b-3 | ||
Gamco Investors, Inc. Et Al over a month ago Acquisition by Gamco Investors, Inc. Et Al of 4000 shares of Associated Capital at 27.9538 subject to Rule 16b-3 | ||
Douglas Jamieson over six months ago Associated Capital exotic insider transaction detected | ||
Douglas Jamieson over six months ago Acquisition by Douglas Jamieson of 32000 shares of Associated Capital subject to Rule 16b-3 |
Associated Capital Corporate Filings
| 26th of April 2024 Other Reports | ViewVerify | |
8K | 5th of April 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 3rd of April 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10K | 21st of March 2024 Annual report required by the U.S. Securities and Exchange Commission (SEC) of a company financial performance | ViewVerify |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Associated Capital in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Associated Capital's short interest history, or implied volatility extrapolated from Associated Capital options trading.
Pair Trading with Associated Capital
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Associated Capital position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Associated Capital will appreciate offsetting losses from the drop in the long position's value.Moving against Associated Stock
| 0.6 | GS | Goldman Sachs Group Financial Report 17th of July 2024 | PairCorr |
| 0.56 | C | Citigroup Earnings Call This Week | PairCorr |
| 0.5 | AXP | American Express Earnings Call This Week | PairCorr |
| 0.47 | SF | Stifel Financial Financial Report 24th of July 2024 | PairCorr |
| 0.43 | MS | Morgan Stanley Financial Report 16th of July 2024 | PairCorr |
The ability to find closely correlated positions to Associated Capital could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Associated Capital when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Associated Capital - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Associated Capital Group to buy it.
The correlation of Associated Capital is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Associated Capital moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Associated Capital moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Associated Capital can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Associated Capital Group. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Associated Capital information on this page should be used as a complementary analysis to other Associated Capital's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Commodity Channel module to use Commodity Channel Index to analyze current equity momentum.
Complementary Tools for Associated Stock analysis
When running Associated Capital's price analysis, check to measure Associated Capital's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Associated Capital is operating at the current time. Most of Associated Capital's value examination focuses on studying past and present price action to predict the probability of Associated Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Associated Capital's price. Additionally, you may evaluate how the addition of Associated Capital to your portfolios can decrease your overall portfolio volatility.
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities | |
| Commodity Directory Find actively traded commodities issued by global exchanges | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |
Is Associated Capital's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Associated Capital. If investors know Associated will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Associated Capital listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.214 | Dividend Share 0.2 | Earnings Share 1.72 | Revenue Per Share 0.583 | Quarterly Revenue Growth (0.25) |
The market value of Associated Capital is measured differently than its book value, which is the value of Associated that is recorded on the company's balance sheet. Investors also form their own opinion of Associated Capital's value that differs from its market value or its book value, called intrinsic value, which is Associated Capital's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Associated Capital's market value can be influenced by many factors that don't directly affect Associated Capital's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Associated Capital's value and its price as these two are different measures arrived at by different means. Investors typically determine if Associated Capital is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Associated Capital's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.