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Ardmore Shipping

89 hedge funds and large institutions have $177M invested in Ardmore Shipping in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 29

21% more call options, than puts

Call options by funds: $185K | Put options by funds: $153K

11% more capital invested

Capital invested by funds: $159M → $177M (+$18M)

3.44% more ownership

Funds ownership: 68.16%71.6% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less funds holding

Funds holding: 10289 (-13)

48% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 23

Holders
89
Holders Change
-13
Holders Change %
-12.75%
% of All Funds
2.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
40
Reduced
29
Closed
23
Calls
$185K
Puts
$153K
Net Calls
+$32K
Net Calls Change
+$81K
Name Holding Trade Value Shares
Change
Change in
Stake
TA
51
Teachers Advisors
New York
$453K +$139K +20,802 +51%
WA
52
WealthTrust Axiom
Pennsylvania
$440K +$399K +59,500 New
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$430K -$10.7K -1,600 -3%
O
54
OppenheimerFunds
New York
$396K +$232K +34,600 +183%
MERSOM
55
Municipal Employees' Retirement System of Michigan
Michigan
$388K +$141K +21,090 +67%
Citigroup
56
Citigroup
New York
$372K +$208K +31,008 +161%
Charles Schwab
57
Charles Schwab
California
$345K
AQR Capital Management
58
AQR Capital Management
Connecticut
$330K -$391K -58,313 -57%
D.E. Shaw & Co
59
D.E. Shaw & Co
New York
$258K -$120K -17,904 -34%
AG
60
Advisor Group
Arizona
$256K
Stifel Financial
61
Stifel Financial
Missouri
$229K -$316K -47,220 -60%
Invesco
62
Invesco
Georgia
$223K -$49.5K -7,386 -20%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$221K +$7.2K +1,075 +4%
UOC
64
UBS O'Connor
Illinois
$189K +$172K +25,607 New
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$184K +$46.2K +6,897 +38%
UBS Group
66
UBS Group
Switzerland
$173K -$5.53K -825 -3%
GC
67
Guggenheim Capital
Illinois
$164K -$2.81K -419 -2%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$158K
CSS
69
Cubist Systematic Strategies
Connecticut
$157K +$79.4K +11,847 +126%
NFA
70
Nationwide Fund Advisors
Ohio
$130K +$12.3K +1,834 +12%
BA
71
BlackRock Advisors
Delaware
$124K +$3.96K +591 +4%
Squarepoint
72
Squarepoint
New York
$116K +$105K +15,700 New
FIM
73
Freedom Investment Management
Connecticut
$100K -$9.11K -1,359 -9%
AIG
74
American International Group
New York
$93K -$228 -34 -0.3%
CS
75
Credit Suisse
Switzerland
$90K -$610K -91,119 -88%

ASC Hedge Fund Activity: Q4 2016 in Review

89 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Ardmore Shipping (ASC) for Q4 2016, worth a combined $177M — up 11% from $159M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of ASC and 12 opened new positions — a net loss of 11 holders — while 29 trimmed existing stakes and 40 added.

The largest buyer was Portolan Capital Management, adding an estimated $3.49M. The largest seller was AWM Investment Company, exiting entirely with an estimated $4.25M sold.

  • 89 institutional investors held Ardmore Shipping (ASC) as of Q4 2016, down from 102 in Q3 2016.
  • Funds reported $177M of Ardmore Shipping stock for Q4 2016, up 11% quarter-over-quarter.
  • 12 funds opened new Ardmore Shipping positions in Q4 2016 and 23 closed out, a net change of -11 holders.
  • The largest Ardmore Shipping buyer in Q4 2016 was Portolan Capital Management, an estimated $3.49M added.
  • The largest Ardmore Shipping seller in Q4 2016 was AWM Investment Company, an estimated $4.25M sold.

Based on aggregated 13F filings for Q4 2016.