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Ardmore Shipping

95 hedge funds and large institutions have $144M invested in Ardmore Shipping in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 24

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

3% more funds holding

Funds holding: 9295 (+3)

8.35% less ownership

Funds ownership: 71.9%63.55% (-8.3%)

8% less capital invested

Capital invested by funds: $157M → $144M (-$13.3M)

68% less call options, than puts

Call options by funds: $176K | Put options by funds: $556K

Holders
95
Holders Change
+3
Holders Change %
+3.26%
% of All Funds
2.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
42
Reduced
24
Closed
16
Calls
$176K
Puts
$556K
Net Calls
-$380K
Net Calls Change
-$395K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$22.5M +$7.35M +842,167 +34%
DSC
2
Donald Smith & Co
New York
$19.8M +$4.41M +504,604 +21%
RA
3
Royce & Associates
New York
$9.76M -$2.98M -341,190 -19%
American Century Companies
4
American Century Companies
Missouri
$7.89M +$917K +105,030 +10%
EBIM
5
Eagle Boston Investment Management
Massachusetts
$5.79M +$1.36M +155,288 +22%
LSV Asset Management
6
LSV Asset Management
Illinois
$5.73M +$2.73M +312,410 +59%
Morgan Stanley
7
Morgan Stanley
New York
$4.67M +$1.05M +120,499 +21%
ACB
8
Aristotle Capital Boston
Massachusetts
$4.57M +$1.15M +131,256 +24%
Boston Partners
9
Boston Partners
Massachusetts
$4.31M -$35.6K -4,080 -0.6%
BIT
10
BlackRock Institutional Trust
California
$4.27M +$2.89M +331,360 +110%
AIC
11
AWM Investment Company
New York
$4.09M +$417K +47,700 +9%
BFA
12
BlackRock Fund Advisors
California
$3.78M +$820K +93,904 +20%
Franklin Resources
13
Franklin Resources
California
$3.15M +$873K +100,000 +27%
Principal Financial Group
14
Principal Financial Group
Iowa
$2.5M -$31.3K -3,583 -1%
Luther King Capital Management (LKCM)
15
Luther King Capital Management (LKCM)
Texas
$2.39M +$1.53M +175,600 +99%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$2.3M +$2.97M +340,090 New
BCM
17
Bridgeway Capital Management
Texas
$2.19M
UOC
18
UBS O'Connor
Illinois
$2.15M +$608K +69,670 +28%
SCM
19
Schneider Capital Management
Pennsylvania
$1.96M +$708K +81,062 +39%
State Street
20
State Street
Massachusetts
$1.88M +$77.3K +8,850 +3%
Northern Trust
21
Northern Trust
Illinois
$1.82M +$297K +34,049 +14%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$1.53M +$727K +83,243 +58%
Macquarie Group
23
Macquarie Group
Australia
$1.29M +$830K +95,000 +100%
EA
24
Emerald Acquisition
Washington
$1.21M +$1.56M +178,818 New
PPA
25
Parametric Portfolio Associates
Washington
$1.13M +$23.1K +2,650 +2%

ASC Hedge Fund Activity: Q2 2016 in Review

95 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Ardmore Shipping (ASC) for Q2 2016, worth a combined $144M — down 8.5% from $157M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ASC positions and 16 closed out — a net gain of 4 holders — while 42 added to existing stakes and 24 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $7.35M. The largest seller was Royce & Associates, cutting an estimated $2.98M.

  • 95 institutional investors held Ardmore Shipping (ASC) as of Q2 2016, up from 92 in Q1 2016.
  • Funds reported $144M of Ardmore Shipping stock for Q2 2016, down 8.5% quarter-over-quarter.
  • 20 funds opened new Ardmore Shipping positions in Q2 2016 and 16 closed out, a net change of +4 holders.
  • The largest Ardmore Shipping buyer in Q2 2016 was Fidelity Investments, an estimated $7.35M added.
  • The largest Ardmore Shipping seller in Q2 2016 was Royce & Associates, an estimated $2.98M sold.

Based on aggregated 13F filings for Q2 2016.