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ARII

American Railcar Industries, Inc.
ARII

Delisted

ARII was delisted on the 4th of December, 2018.

154 hedge funds and large institutions have $1.4B invested in American Railcar Industries, Inc. in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 38 increasing their positions, 51 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 10

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

51% more capital invested

Capital invested by funds: $926M → $1.4B (+$476M)

25% more funds holding

Funds holding: 123154 (+31)

25% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 51

51% less call options, than puts

Call options by funds: $16.7M | Put options by funds: $33.8M

Holders
154
Holders Change
+31
Holders Change %
+25.2%
% of All Funds
4.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
42
Increased
38
Reduced
51
Closed
10
Calls
$16.7M
Puts
$33.8M
Net Calls
-$17.1M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
1
Icahn Carl
Florida
$831M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$107M -$190K -3,303 -0.2%
JIR
3
James Investment Research
Ohio
$49.4M +$2.04M +35,440 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$42.2M +$1.46M +25,407 +4%
LSV Asset Management
5
LSV Asset Management
Illinois
$36.9M -$709K -12,316 -2%
Comerica Bank
6
Comerica Bank
Texas
$26.9M -$9.54M -165,684 -30%
ZIM
7
ZPR Investment Management
Florida
$23.4M -$244K -4,235 -1%
RA
8
Royce & Associates
New York
$22M -$288K -5,000 -2%
BFA
9
BlackRock Fund Advisors
California
$18.3M +$101K +1,758 +0.7%
HK
10
Horizon Kinetics
New York
$12.6M +$2.33M +40,496 +29%
State Street
11
State Street
Massachusetts
$12.1M +$23.8K +413 +0.2%
Northern Trust
12
Northern Trust
Illinois
$11.6M -$501K -8,698 -5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$11.3M -$6.67M -115,856 -42%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$11M -$207K -3,600 -2%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$9.45M +$6.64M +115,226 +583%
Morgan Stanley
16
Morgan Stanley
New York
$9.22M -$483K -8,389 -6%
Norges Bank
17
Norges Bank
Norway
$8.34M
BTS
18
BB&T Securities
Virginia
$8.31M -$153K -2,649 -18%
BIT
19
BlackRock Institutional Trust
California
$8.22M -$166K -2,884 -2%
Allianz Asset Management
20
Allianz Asset Management
Germany
$7.85M +$464K +8,064 +8%
Ameriprise
21
Ameriprise
Minnesota
$6.58M +$35.7K +620 +0.7%
Two Sigma Investments
22
Two Sigma Investments
New York
$6.23M +$4.6M +79,868 +875%
BGIM
23
Brandywine Global Investment Management
Pennsylvania
$5.83M +$1.42M +24,649 +42%
RBA
24
Richard Bernstein Advisors
New York
$5.47M
BNP Paribas Asset Management
25
BNP Paribas Asset Management
France
$5.14M -$1.42M -24,618 -25%

ARII Hedge Fund Activity: Q1 2014 in Review

154 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in American Railcar Industries, Inc. (ARII) for Q1 2014, worth a combined $1.4B — up 51% from $926M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new ARII positions and 10 closed out — a net gain of 32 holders — while 38 added to existing stakes and 51 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $6.64M. The largest seller was Comerica Bank, cutting an estimated $9.54M.

  • 154 institutional investors held American Railcar Industries, Inc. (ARII) as of Q1 2014, up from 123 in Q4 2013.
  • Funds reported $1.4B of American Railcar Industries, Inc. stock for Q1 2014, up 51% quarter-over-quarter.
  • 42 funds opened new American Railcar Industries, Inc. positions in Q1 2014 and 10 closed out, a net change of +32 holders.
  • The largest American Railcar Industries, Inc. buyer in Q1 2014 was D.E. Shaw & Co, an estimated $6.64M added.
  • The largest American Railcar Industries, Inc. seller in Q1 2014 was Comerica Bank, an estimated $9.54M sold.

Based on aggregated 13F filings for Q1 2014.