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Silphium Asset Management’s Tenaris TS Stock Holding History

Silphium Asset Management’s Portfolio TS Stock Details TS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-60,000
Closed -$1.9M – 59
2023
Q3 		$1.9M Sell
60,000
-42,000
-41% -$1.36M 0.61% 46
2023
Q2 		$3.05M Buy
+102,000
New +$2.83M 1.33% 29

Other funds holding TS

WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Silphium Asset Management's TS Position: Q4 2023 in Review

Silphium Asset Management sold out of Tenaris (TS) in Q4 2023, closing a stake of 60,000 shares — an estimated $1.9M sold.

Silphium Asset Management first reported a position in TS in Q2 2023 and held it in 2 quarters. The position peaked at $3.05M in Q2 2023. 221 funds tracked by Wall St. Rank hold TS as of Q4 2023.

  • Silphium Asset Management reported no remaining Tenaris position as of Q4 2023 after selling out during the quarter.
  • Silphium Asset Management sold 60,000 Tenaris shares in Q4 2023, an estimated $1.9M.
  • Silphium Asset Management first reported a position in Tenaris in Q2 2023 and held it in 2 quarters.
  • Silphium Asset Management's Tenaris position peaked at $3.05M in Q2 2023.
  • 221 funds tracked by Wall St. Rank held Tenaris as of Q4 2023.

Based on Silphium Asset Management's 13F filing for Q4 2023, filed 30 Jan 2025.