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Ardmore Shipping

102 hedge funds and large institutions have $159M invested in Ardmore Shipping in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 49 increasing their positions, 16 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 16

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

11% more capital invested

Capital invested by funds: $144M → $159M (+$15.4M)

7% more funds holding

Funds holding: 95102 (+7)

4.61% more ownership

Funds ownership: 63.55%68.16% (+4.6%)

22% less call options, than puts

Call options by funds: $177K | Put options by funds: $226K

Holders
102
Holders Change
+7
Holders Change %
+7.37%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
49
Reduced
16
Closed
17
Calls
$177K
Puts
$226K
Net Calls
-$49K
Net Calls Change
+$331K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$23.6M +$234K +31,954 +1%
DSC
2
Donald Smith & Co
New York
$23.4M +$2.94M +401,351 +14%
American Century Companies
3
American Century Companies
Missouri
$10.4M +$2.28M +311,409 +27%
RA
4
Royce & Associates
New York
$8.53M -$1.68M -230,038 -16%
EBIM
5
Eagle Boston Investment Management
Massachusetts
$6.06M +$47.6K +6,502 +0.8%
LSV Asset Management
6
LSV Asset Management
Illinois
$5.96M
BFA
7
BlackRock Fund Advisors
California
$5.52M +$1.65M +225,966 +40%
BIT
8
BlackRock Institutional Trust
California
$5.33M +$917K +125,310 +20%
ACB
9
Aristotle Capital Boston
Massachusetts
$5M +$267K +36,498 +5%
Boston Partners
10
Boston Partners
Massachusetts
$4.56M +$83.7K +11,440 +2%
AIC
11
AWM Investment Company
New York
$4.25M
Franklin Resources
12
Franklin Resources
California
$3.27M
BCM
13
Breithorn Capital Management
New York
$3.27M +$3.4M +465,073 New
State Street
14
State Street
Massachusetts
$3.27M +$1.36M +186,352 +67%
Morgan Stanley
15
Morgan Stanley
New York
$3.07M -$1.86M -253,739 -37%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$2.39M
Northern Trust
17
Northern Trust
Illinois
$2.29M +$414K +56,567 +21%
BCM
18
Bridgeway Capital Management
Texas
$2.28M
SCM
19
Schneider Capital Management
Pennsylvania
$2.18M +$147K +20,112 +7%
SCM
20
Signia Capital Management
Washington
$1.89M +$1.23M +168,068 +167%
PCM
21
Portolan Capital Management
Massachusetts
$1.83M +$1.91M +260,499 New
ECM
22
EII Capital Management
New York
$1.68M +$1.75M +239,110 New
MPAM
23
Monarch Partners Asset Management
Massachusetts
$1.63M +$1.34M +183,787 +381%
EA
24
Emerald Acquisition
Washington
$1.48M +$226K +30,859 +17%
PPA
25
Parametric Portfolio Associates
Washington
$1.3M +$128K +17,490 +10%

ASC Hedge Fund Activity: Q3 2016 in Review

102 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Ardmore Shipping (ASC) for Q3 2016, worth a combined $159M — up 11% from $144M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ASC positions and 17 closed out — a net gain of 7 holders — while 49 added to existing stakes and 16 trimmed.

The largest buyer was Breithorn Capital Management, opening a new position worth an estimated $3.4M. The largest seller was Principal Financial Group, exiting entirely with an estimated $2.5M sold.

  • 102 institutional investors held Ardmore Shipping (ASC) as of Q3 2016, up from 95 in Q2 2016.
  • Funds reported $159M of Ardmore Shipping stock for Q3 2016, up 11% quarter-over-quarter.
  • 24 funds opened new Ardmore Shipping positions in Q3 2016 and 17 closed out, a net change of +7 holders.
  • The largest Ardmore Shipping buyer in Q3 2016 was Breithorn Capital Management, an estimated $3.4M added.
  • The largest Ardmore Shipping seller in Q3 2016 was Principal Financial Group, an estimated $2.5M sold.

Based on aggregated 13F filings for Q3 2016.