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Ardmore Shipping

82 hedge funds and large institutions have $204M invested in Ardmore Shipping in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 22

15% more capital invested

Capital invested by funds: $177M → $204M (+$26.4M)

3.81% more ownership

Funds ownership: 71.6%75.41% (+3.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 8982 (-7)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

90% less call options, than puts

Call options by funds: $10K | Put options by funds: $103K

Holders
82
Holders Change
-7
Holders Change %
-7.87%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
34
Reduced
22
Closed
17
Calls
$10K
Puts
$103K
Net Calls
-$93K
Net Calls Change
-$125K
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
1
Donald Smith & Co
New York
$27.1M -$57.5K -7,818 -0.2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$22.8M -$518K -70,484 -2%
BlackRock
3
BlackRock
New York
$14.9M +$13.5M +1,840,329 +26,347%
RA
4
Royce & Associates
New York
$12.6M +$835K +113,500 +8%
American Century Companies
5
American Century Companies
Missouri
$11.4M -$59.2K -8,044 -0.6%
Boston Partners
6
Boston Partners
Massachusetts
$7.58M +$375K +51,050 +6%
EBIM
7
Eagle Boston Investment Management
Massachusetts
$7.32M +$358K +48,669 +6%
PCM
8
Portolan Capital Management
Massachusetts
$7.1M +$742K +100,918 +13%
VDBMI
9
Van Den Berg Management I
Texas
$7.08M +$3.88M +527,488 +150%
ACB
10
Aristotle Capital Boston
Massachusetts
$6.32M +$440K +59,774 +8%
SCM
11
Signia Capital Management
Washington
$6.01M +$3.02M +410,766 +122%
SRF
12
Silver Rock Financial
California
$5.47M +$2.09M +283,900 +71%
BCM
13
Breithorn Capital Management
New York
$4.67M -$453K -61,630 -10%
SCM
14
Schneider Capital Management
Pennsylvania
$4.31M +$571K +77,591 +17%
Franklin Resources
15
Franklin Resources
California
$3.94M
Northern Trust
16
Northern Trust
Illinois
$3.92M +$564K +76,695 +19%
State Street
17
State Street
Massachusetts
$3.34M -$14K -1,898 -0.5%
Wells Fargo
18
Wells Fargo
California
$3.05M -$698K -94,933 -20%
ECM
19
EII Capital Management
New York
$2.64M
ARM
20
Adirondack Research & Management
New York
$2.41M +$2.2M +299,319 New
Morgan Stanley
21
Morgan Stanley
New York
$2.4M -$524K -71,261 -19%
NI
22
Numeric Investors
Massachusetts
$2.31M +$2.11M +287,077 New
Russell Investments Group
23
Russell Investments Group
United Kingdom
$2.29M +$283K +38,455 +16%
PCM
24
Penn Capital Management
Pennsylvania
$2.24M +$2.04M +277,954 New
ISL
25
Ingalls & Snyder LLC
New York
$2.15M -$3.13K -425 -0.2%

ASC Hedge Fund Activity: Q1 2017 in Review

82 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Ardmore Shipping (ASC) for Q1 2017, worth a combined $204M — up 15% from $177M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of ASC and 14 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 34 added.

The largest buyer was BlackRock, adding an estimated $13.5M. The largest seller was LSV Asset Management, exiting entirely with an estimated $4.85M sold.

  • 82 institutional investors held Ardmore Shipping (ASC) as of Q1 2017, down from 89 in Q4 2016.
  • Funds reported $204M of Ardmore Shipping stock for Q1 2017, up 15% quarter-over-quarter.
  • 14 funds opened new Ardmore Shipping positions in Q1 2017 and 17 closed out, a net change of -3 holders.
  • The largest Ardmore Shipping buyer in Q1 2017 was BlackRock, an estimated $13.5M added.
  • The largest Ardmore Shipping seller in Q1 2017 was LSV Asset Management, an estimated $4.85M sold.

Based on aggregated 13F filings for Q1 2017.