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Ardmore Shipping

75 hedge funds and large institutions have $146M invested in Ardmore Shipping in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

673% more call options, than puts

Call options by funds: $170K | Put options by funds: $22K

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

68% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 19

9% more funds holding

Funds holding: 6975 (+6)

9.59% less ownership

Funds ownership: 65.08%55.5% (-9.6%)

28% less capital invested

Capital invested by funds: $203M → $146M (-$56.8M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
14
Increased
32
Reduced
19
Closed
8
Calls
$170K
Puts
$22K
Net Calls
+$148K
Net Calls Change
-$41K
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
1
Donald Smith & Co
New York
$26.2M -$346K -31,685 -1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$19.1M +$3.33M +304,700 +19%
American Century Companies
3
American Century Companies
Missouri
$11.6M -$833K -76,311 -6%
KCM
4
Kensico Capital Management
Connecticut
$9.03M +$68.8K +6,300 +0.7%
EBIM
5
Eagle Boston Investment Management
Massachusetts
$7.78M -$3.71M -340,097 -31%
AIC
6
AWM Investment Company
New York
$5.59M
BFA
7
BlackRock Fund Advisors
California
$4.95M -$1.41K -129 -0%
Franklin Resources
8
Franklin Resources
California
$3.68M +$2.46M +225,851 +162%
Ameriprise
9
Ameriprise
Minnesota
$3.62M +$256K +23,421 +7%
Morgan Stanley
10
Morgan Stanley
New York
$3.46M +$1.07M +97,627 +40%
PRCM
11
Pine River Capital Management
Minnesota
$2.98M -$193K -17,721 -6%
ACB
12
Aristotle Capital Boston
Massachusetts
$2.91M +$1.12M +102,220 +55%
RA
13
Royce & Associates
New York
$2.9M +$387K +35,500 +14%
RFC
14
Russell Frank Company
Washington
$2.84M -$11.1M -1,014,927 -78%
PCM
15
Penn Capital Management
Pennsylvania
$2.8M +$896K +82,139 +42%
SCM
16
Schneider Capital Management
Pennsylvania
$2.62M -$277K -25,337 -9%
State Street
17
State Street
Massachusetts
$2.24M +$466K +42,716 +24%
ACM
18
Arosa Capital Management
Florida
$2.01M +$2.18M +199,590 New
SCM
19
Suffolk Capital Management
New York
$1.92M +$2.08M +190,978 New
BIT
20
BlackRock Institutional Trust
California
$1.85M +$52K +4,764 +3%
Northern Trust
21
Northern Trust
Illinois
$1.85M +$20.5K +1,879 +1%
SCM
22
Signia Capital Management
Washington
$1.73M -$4.43M -405,882 -70%
NIM
23
NXG Investment Management
Texas
$1.55M -$557K -51,011 -25%
MTB
24
Mizuho Trust & Banking
Japan
$1.45M
Luther King Capital Management (LKCM)
25
Luther King Capital Management (LKCM)
Texas
$1.26M

ASC Hedge Fund Activity: Q1 2015 in Review

75 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Ardmore Shipping (ASC) for Q1 2015, worth a combined $146M — down 28% from $203M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ASC positions and 8 closed out — a net gain of 6 holders — while 32 added to existing stakes and 19 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $3.33M. The largest seller was Mast Capital Management, exiting entirely with an estimated $14.8M sold.

  • 75 institutional investors held Ardmore Shipping (ASC) as of Q1 2015, up from 69 in Q4 2014.
  • Funds reported $146M of Ardmore Shipping stock for Q1 2015, down 28% quarter-over-quarter.
  • 14 funds opened new Ardmore Shipping positions in Q1 2015 and 8 closed out, a net change of +6 holders.
  • The largest Ardmore Shipping buyer in Q1 2015 was Fidelity Investments, an estimated $3.33M added.
  • The largest Ardmore Shipping seller in Q1 2015 was Mast Capital Management, an estimated $14.8M sold.

Based on aggregated 13F filings for Q1 2015.