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Ardmore Shipping

92 hedge funds and large institutions have $157M invested in Ardmore Shipping in 2016 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $43K | Put options by funds: $28K

34% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 29

0.62% less ownership

Funds ownership: 72.52%71.9% (-0.62%)

6% less funds holding

Funds holding: 9892 (-6)

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

75% less capital invested

Capital invested by funds: $640M → $157M (-$483M)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
92
Holders Change
-6
Holders Change %
-6.12%
% of All Funds
2.45%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
39
Reduced
29
Closed
19
Calls
$43K
Puts
$28K
Net Calls
+$15K
Net Calls Change
-$938K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$20.9M +$2.77M +310,500 +14%
DSC
2
Donald Smith & Co
New York
$20.5M -$1.82M -203,300 -8%
RA
3
Royce & Associates
New York
$15.1M +$3.96M +443,000 +33%
American Century Companies
4
American Century Companies
Missouri
$8.96M +$945K +105,766 +11%
EBIM
5
Eagle Boston Investment Management
Massachusetts
$5.91M +$464K +51,929 +8%
Boston Partners
6
Boston Partners
Massachusetts
$5.41M +$1.05M +117,828 +23%
Morgan Stanley
7
Morgan Stanley
New York
$4.81M +$484K +54,133 +11%
AIC
8
AWM Investment Company
New York
$4.7M +$15.2K +1,700 +0.3%
ACB
9
Aristotle Capital Boston
Massachusetts
$4.59M +$442K +49,516 +10%
LSV Asset Management
10
LSV Asset Management
Illinois
$4.51M +$2.54M +284,685 +114%
BFA
11
BlackRock Fund Advisors
California
$3.93M -$12.3K -1,377 -0.3%
Principal Financial Group
12
Principal Financial Group
Iowa
$3.15M -$175K -19,626 -5%
Franklin Resources
13
Franklin Resources
California
$3.08M
ACM
14
Arosa Capital Management
Florida
$2.96M
BCM
15
Bridgeway Capital Management
Texas
$2.73M +$428K +47,938 +17%
BIT
16
BlackRock Institutional Trust
California
$2.53M +$74.9K +8,388 +3%
State Street
17
State Street
Massachusetts
$2.27M -$10.8K -1,210 -0.4%
Ameriprise
18
Ameriprise
Minnesota
$2.22M -$874K -97,826 -27%
UOC
19
UBS O'Connor
Illinois
$2.1M +$535K +59,874 +32%
Northern Trust
20
Northern Trust
Illinois
$1.99M -$53.5K -5,995 -2%
RFC
21
Russell Frank Company
Washington
$1.87M +$562K +62,868 +40%
SCM
22
Schneider Capital Management
Pennsylvania
$1.77M -$19.2K -2,150 -1%
Luther King Capital Management (LKCM)
23
Luther King Capital Management (LKCM)
Texas
$1.5M
PPA
24
Parametric Portfolio Associates
Washington
$1.39M +$1.25M +139,912 +561%
1CM
25
1492 Capital Management
Wisconsin
$1.36M -$129K -14,411 -8%

ASC Hedge Fund Activity: Q1 2016 in Review

92 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Ardmore Shipping (ASC) for Q1 2016, worth a combined $157M — down 75% from $640M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of ASC and 13 opened new positions — a net loss of 6 holders — while 29 trimmed existing stakes and 39 added.

The largest buyer was Royce & Associates, adding an estimated $3.96M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $400M sold.

  • 92 institutional investors held Ardmore Shipping (ASC) as of Q1 2016, down from 98 in Q4 2015.
  • Funds reported $157M of Ardmore Shipping stock for Q1 2016, down 75% quarter-over-quarter.
  • 13 funds opened new Ardmore Shipping positions in Q1 2016 and 19 closed out, a net change of -6 holders.
  • The largest Ardmore Shipping buyer in Q1 2016 was Royce & Associates, an estimated $3.96M added.
  • The largest Ardmore Shipping seller in Q1 2016 was Americafirst Capital Management, an estimated $400M sold.

Based on aggregated 13F filings for Q1 2016.