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Ardmore Shipping

82 hedge funds and large institutions have $210M invested in Ardmore Shipping in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $177K | Put options by funds: $111K

23% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 26

0% more capital invested

Capital invested by funds: $209M → $210M (+$421K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.88% less ownership

Funds ownership: 76.48%75.61% (-0.88%)

4% less funds holding

Funds holding: 8582 (-3)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
82
Holders Change
-3
Holders Change %
-3.53%
% 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
8
Increased
32
Reduced
26
Closed
10
Calls
$177K
Puts
$111K
Net Calls
+$66K
Net Calls Change
+$33K
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
1
Donald Smith & Co
New York
$26.4M -$1.3M -167,443 -5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$21.2M -$776K -99,988 -4%
RA
3
Royce & Associates
New York
$16.1M +$1.8M +231,950 +14%
BlackRock
4
BlackRock
New York
$10.7M -$3.61M -465,203 -26%
American Century Companies
5
American Century Companies
Missouri
$10.4M -$1.61M -207,858 -14%
EBIM
6
Eagle Boston Investment Management
Massachusetts
$8.71M -$5.73K -738 -0.1%
Boston Partners
7
Boston Partners
Massachusetts
$8.63M +$1.48M +191,270 +22%
VDBMI
8
Van Den Berg Management I
Texas
$7.44M -$2.6K -335 -0%
ACB
9
Aristotle Capital Boston
Massachusetts
$7.24M -$8.77K -1,130 -0.1%
Northern Trust
10
Northern Trust
Illinois
$7.16M -$402K -51,759 -6%
SCM
11
Signia Capital Management
Washington
$6.46M +$136K +17,575 +2%
SRF
12
Silver Rock Financial
California
$5.93M +$275K +35,464 +5%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$5.83M +$1.75M +224,920 +47%
SCM
14
Schneider Capital Management
Pennsylvania
$4.84M +$59.8K +7,700 +1%
TAM
15
Tocqueville Asset Management
New York
$4.59M +$4.32M +556,643 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$4.3M +$3.12M +402,158 +336%
Franklin Resources
17
Franklin Resources
California
$4.03M
Russell Investments Group
18
Russell Investments Group
United Kingdom
$3.96M +$1.01M +130,187 +37%
PCM
19
Portolan Capital Management
Massachusetts
$3.92M +$111K +14,292 +3%
State Street
20
State Street
Massachusetts
$3.84M -$127K -16,379 -3%
ISL
21
Ingalls & Snyder LLC
New York
$3.28M +$952K +122,630 +45%
PCM
22
Penn Capital Management
Pennsylvania
$3.11M +$134K +17,202 +5%
ARM
23
Adirondack Research & Management
New York
$3.1M +$342K +44,000 +13%
Morgan Stanley
24
Morgan Stanley
New York
$2.18M -$98.5K -12,692 -5%
PMG
25
Private Management Group
California
$1.99M +$158K +20,320 +9%

ASC Hedge Fund Activity: Q3 2017 in Review

82 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Ardmore Shipping (ASC) for Q3 2017, worth a combined $210M — up 0.2% from $209M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ASC and 8 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 32 added.

The largest buyer was Tocqueville Asset Management, opening a new position worth an estimated $4.32M. The largest seller was BlackRock, cutting an estimated $3.61M.

  • 82 institutional investors held Ardmore Shipping (ASC) as of Q3 2017, down from 85 in Q2 2017.
  • Funds reported $210M of Ardmore Shipping stock for Q3 2017, up 0.2% quarter-over-quarter.
  • 8 funds opened new Ardmore Shipping positions in Q3 2017 and 10 closed out, a net change of -2 holders.
  • The largest Ardmore Shipping buyer in Q3 2017 was Tocqueville Asset Management, an estimated $4.32M added.
  • The largest Ardmore Shipping seller in Q3 2017 was BlackRock, an estimated $3.61M sold.

Based on aggregated 13F filings for Q3 2017.