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ARII

American Railcar Industries, Inc.
ARII

Delisted

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

127 hedge funds and large institutions have $839M invested in American Railcar Industries, Inc. in 2015 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 32 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

27% more capital invested

Capital invested by funds: $660M → $839M (+$179M)

21% more call options, than puts

Call options by funds: $7.13M | Put options by funds: $5.9M

13% more funds holding

Funds holding: 112127 (+15)

27% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 44

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
127
Holders Change
+15
Holders Change %
+13.39%
% of All Funds
3.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
32
Reduced
44
Closed
15
Calls
$7.13M
Puts
$5.9M
Net Calls
+$1.24M
Net Calls Change
+$1.98M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
1
Icahn Carl
Florida
$549M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$64.5M -$385K -7,732 -0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$28.1M -$2.4M -48,281 -7%
LSV Asset Management
4
LSV Asset Management
Illinois
$18.9M +$476K +9,566 +2%
Allianz Asset Management
5
Allianz Asset Management
Germany
$18.3M +$3.54M +71,104 +22%
Comerica Bank
6
Comerica Bank
Texas
$16.1M -$1.19M -23,928 -6%
BFA
7
BlackRock Fund Advisors
California
$9.93M -$106K -2,122 -1%
RA
8
Royce & Associates
New York
$9.7M -$294K -5,900 -3%
BIT
9
BlackRock Institutional Trust
California
$9.34M -$92.1K -1,850 -0.9%
State Street
10
State Street
Massachusetts
$8.8M +$237K +4,755 +3%
Morgan Stanley
11
Morgan Stanley
New York
$6.75M +$1.35M +27,094 +23%
Northern Trust
12
Northern Trust
Illinois
$6.68M -$36.7K -738 -0.5%
JIR
13
James Investment Research
Ohio
$5.59M -$300K -6,020 -5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$5.47M -$1.07M -21,497 -15%
HK
15
Horizon Kinetics
New York
$5.39M -$2.29M -46,042 -28%
JP Morgan Chase
16
JP Morgan Chase
New York
$4.99M +$5.37M +107,888 New
LPL Financial
17
LPL Financial
California
$4.67M +$2.49M +50,079 +93%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$3.78M
ZIM
19
ZPR Investment Management
Florida
$3.22M -$5.17M -103,805 -60%
AC
20
AFAM Capital
Texas
$3.21M +$90.9K +1,825 +3%
Bank of America
21
Bank of America
North Carolina
$2.95M +$67.6K +1,357 +2%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$2.89M +$16.7K +336 +0.5%
Wells Fargo
23
Wells Fargo
California
$2.88M -$470K -9,432 -13%
BGIM
24
Brandywine Global Investment Management
Pennsylvania
$2.74M +$2.95M +59,275 New
CS
25
Comerica Securities
Michigan
$2.22M -$122K -2,444 -5%

ARII Hedge Fund Activity: Q4 2015 in Review

127 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in American Railcar Industries, Inc. (ARII) for Q4 2015, worth a combined $839M — up 27% from $660M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ARII positions and 15 closed out — a net gain of 15 holders — while 32 added to existing stakes and 44 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $5.37M. The largest seller was ZPR Investment Management, cutting an estimated $5.17M.

  • 127 institutional investors held American Railcar Industries, Inc. (ARII) as of Q4 2015, up from 112 in Q3 2015.
  • Funds reported $839M of American Railcar Industries, Inc. stock for Q4 2015, up 27% quarter-over-quarter.
  • 30 funds opened new American Railcar Industries, Inc. positions in Q4 2015 and 15 closed out, a net change of +15 holders.
  • The largest American Railcar Industries, Inc. buyer in Q4 2015 was JP Morgan Chase, an estimated $5.37M added.
  • The largest American Railcar Industries, Inc. seller in Q4 2015 was ZPR Investment Management, an estimated $5.17M sold.

Based on aggregated 13F filings for Q4 2015.