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ARII

American Railcar Industries, Inc.
ARII

Delisted

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

144 hedge funds and large institutions have $1.02B invested in American Railcar Industries, Inc. in 2014 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 47 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 47

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less funds holding

Funds holding: 160144 (-16)

29% less capital invested

Capital invested by funds: $1.44B → $1.02B (-$424M)

45% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 33

50% less call options, than puts

Call options by funds: $7.01M | Put options by funds: $14M

Holders
144
Holders Change
-16
Holders Change %
-10%
% of All Funds
3.84%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
51
Reduced
47
Closed
33
Calls
$7.01M
Puts
$14M
Net Calls
-$7.04M
Net Calls Change
-$159K
Name Holding Trade Value Shares
Change
Change in
Stake
IC
1
Icahn Carl
Florida
$611M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$73.1M -$1.72M -28,172 -2%
JIR
3
James Investment Research
Ohio
$40.4M +$3.97M +64,892 +9%
Comerica Bank
4
Comerica Bank
Texas
$38.8M +$23.8M +388,803 +106%
Vanguard Group
5
Vanguard Group
Pennsylvania
$30.5M -$1.29M -21,100 -3%
LSV Asset Management
6
LSV Asset Management
Illinois
$20.3M -$87.2K -1,425 -0.4%
HK
7
Horizon Kinetics
New York
$13.5M -$970K -15,840 -6%
Allianz Asset Management
8
Allianz Asset Management
Germany
$12.8M +$7M +114,380 +86%
BFA
9
BlackRock Fund Advisors
California
$12.5M +$2.28M +37,291 +18%
RA
10
Royce & Associates
New York
$12.1M -$575K -9,400 -4%
ZIM
11
ZPR Investment Management
Florida
$11M +$3.53M +57,635 +37%
BTS
12
BB&T Securities
Virginia
$9.11M +$91K +1,487 +9%
State Street
13
State Street
Massachusetts
$8.37M +$69.6K +1,137 +0.7%
Norges Bank
14
Norges Bank
Norway
$8.28M +$1.34M +21,853 +16%
Northern Trust
15
Northern Trust
Illinois
$7.68M -$57.7K -943 -0.6%
Morgan Stanley
16
Morgan Stanley
New York
$7.33M +$256K +4,178 +3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$7.22M +$1.01M +16,510 +13%
SFM
18
Systematic Financial Management
New Jersey
$5.3M -$27.5K -450 -0.4%
BIT
19
BlackRock Institutional Trust
California
$5.08M -$145K -2,366 -2%
UBS Group
20
UBS Group
Switzerland
$4.85M +$5.77M +94,204 New
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$4.75M +$257K +4,200 +5%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$4.63M
BGIM
23
Brandywine Global Investment Management
Pennsylvania
$4.53M
PG
24
PEAK6 Group
Illinois
$3.45M +$3.66M +59,793 +835%
CS
25
Credit Suisse
Switzerland
$3.18M +$2.61M +42,615 +223%

ARII Hedge Fund Activity: Q4 2014 in Review

144 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in American Railcar Industries, Inc. (ARII) for Q4 2014, worth a combined $1.02B — down 29% from $1.44B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of ARII and 18 opened new positions — a net loss of 15 holders — while 47 trimmed existing stakes and 51 added.

The largest buyer was Comerica Bank, adding an estimated $23.8M. The largest seller was Richard Bernstein Advisors, exiting entirely with an estimated $6.46M sold.

  • 144 institutional investors held American Railcar Industries, Inc. (ARII) as of Q4 2014, down from 160 in Q3 2014.
  • Funds reported $1.02B of American Railcar Industries, Inc. stock for Q4 2014, down 29% quarter-over-quarter.
  • 18 funds opened new American Railcar Industries, Inc. positions in Q4 2014 and 33 closed out, a net change of -15 holders.
  • The largest American Railcar Industries, Inc. buyer in Q4 2014 was Comerica Bank, an estimated $23.8M added.
  • The largest American Railcar Industries, Inc. seller in Q4 2014 was Richard Bernstein Advisors, an estimated $6.46M sold.

Based on aggregated 13F filings for Q4 2014.