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Ardmore Shipping

69 hedge funds and large institutions have $203M invested in Ardmore Shipping in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

945% more call options, than puts

Call options by funds: $209K | Put options by funds: $20K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 21

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

13% more capital invested

Capital invested by funds: $179M → $203M (+$23.7M)

2.13% more ownership

Funds ownership: 62.95%65.08% (+2.1%)

0% more funds holding

Funds holding: 6969 (0)

Holders
69
Holders Change
Holders Change %
0%
% of All Funds
1.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
12
Increased
29
Reduced
21
Closed
9
Calls
$209K
Puts
$20K
Net Calls
+$189K
Net Calls Change
+$189K
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
1
Donald Smith & Co
New York
$31.5M +$123K +11,839 +0.5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$19.1M +$6.27M +604,843 +61%
RFC
3
Russell Frank Company
Washington
$15M +$9.18M +884,965 +215%
MCM
4
Mast Capital Management
Massachusetts
$14.8M -$825K -79,528 -6%
American Century Companies
5
American Century Companies
Missouri
$14.7M +$668K +64,424 +6%
EBIM
6
Eagle Boston Investment Management
Massachusetts
$13.3M +$2.01M +193,904 +21%
KCM
7
Kensico Capital Management
Connecticut
$10.7M -$1.04M -100,000 -10%
SCM
8
Signia Capital Management
Washington
$6.92M +$3.89M +375,165 +185%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$6.89M -$748K -72,115 -11%
AIC
10
AWM Investment Company
New York
$6.64M +$5.75M +554,710 New
BFA
11
BlackRock Fund Advisors
California
$5.89M +$704K +67,864 +16%
Ameriprise
12
Ameriprise
Minnesota
$4.03M +$13.4K +1,295 +0.4%
PRCM
13
Pine River Capital Management
Minnesota
$3.75M
SCM
14
Schneider Capital Management
Pennsylvania
$3.41M -$473K -45,569 -14%
RA
15
Royce & Associates
New York
$3.02M +$768K +74,000 +41%
Morgan Stanley
16
Morgan Stanley
New York
$2.94M -$385K -37,096 -13%
MCM
17
Moore Capital Management
New York
$2.6M -$4.89M -471,523 -68%
NIM
18
NXG Investment Management
Texas
$2.45M -$176K -17,000 -8%
PCM
19
Penn Capital Management
Pennsylvania
$2.34M +$186K +17,939 +10%
ACB
20
Aristotle Capital Boston
Massachusetts
$2.24M +$1.94M +187,044 New
Northern Trust
21
Northern Trust
Illinois
$2.17M -$43.8K -4,218 -2%
State Street
22
State Street
Massachusetts
$2.15M +$68.8K +6,633 +4%
BIT
23
BlackRock Institutional Trust
California
$2.14M -$17.9K -1,722 -1%
BG
24
BlackRock Group
United Kingdom
$1.76M +$1.52M +146,742 New
MTB
25
Mizuho Trust & Banking
Japan
$1.73M

ASC Hedge Fund Activity: Q4 2014 in Review

69 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Ardmore Shipping (ASC) for Q4 2014, worth a combined $203M — up 13% from $179M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ASC positions and 9 closed out — a net gain of 3 holders — while 29 added to existing stakes and 21 trimmed.

The largest buyer was Russell Frank Company, adding an estimated $9.18M. The largest seller was Zesiger Capital Group, exiting entirely with an estimated $7.41M sold.

  • 69 institutional investors held Ardmore Shipping (ASC) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $203M of Ardmore Shipping stock for Q4 2014, up 13% quarter-over-quarter.
  • 12 funds opened new Ardmore Shipping positions in Q4 2014 and 9 closed out, a net change of +3 holders.
  • The largest Ardmore Shipping buyer in Q4 2014 was Russell Frank Company, an estimated $9.18M added.
  • The largest Ardmore Shipping seller in Q4 2014 was Zesiger Capital Group, an estimated $7.41M sold.

Based on aggregated 13F filings for Q4 2014.