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Ardmore Shipping

91 hedge funds and large institutions have $243M invested in Ardmore Shipping in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 28

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

1% more funds holding

Funds holding: 9091 (+1)

3% more capital invested

Capital invested by funds: $235M → $243M (+$7.67M)

0.89% less ownership

Funds ownership: 92.14%91.25% (-0.89%)

79% less call options, than puts

Call options by funds: $453K | Put options by funds: $2.17M

Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
2.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
38
Reduced
28
Closed
9
Calls
$453K
Puts
$2.17M
Net Calls
-$1.71M
Net Calls Change
-$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
DSC
1
Donald Smith & Co
New York
$24.3M -$2.04M -254,545 -8%
Russell Investments Group
2
Russell Investments Group
United Kingdom
$22.2M -$6.05M -754,221 -22%
RA
3
Royce & Associates
New York
$18.1M -$109K -13,600 -0.6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$13.6M -$3.34M -416,241 -20%
BlackRock
5
BlackRock
New York
$13M +$1.81M +225,693 +17%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$12.2M +$527K +65,753 +5%
Boston Partners
7
Boston Partners
Massachusetts
$12M -$1.98M -247,095 -14%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$10.2M +$1.96M +244,012 +24%
ACB
9
Aristotle Capital Boston
Massachusetts
$10.1M -$262K -32,657 -3%
EBIM
10
Eagle Boston Investment Management
Massachusetts
$9.41M +$395K +49,281 +4%
VDBMI
11
Van Den Berg Management I
Texas
$7.87M +$18.8K +2,345 +0.2%
Northern Trust
12
Northern Trust
Illinois
$7.31M +$103K +12,808 +1%
American Century Companies
13
American Century Companies
Missouri
$7.03M -$3.22M -401,236 -32%
SRF
14
Silver Rock Financial
California
$6.65M +$20.1K +2,510 +0.3%
SCM
15
Schneider Capital Management
Pennsylvania
$6.37M -$395K -49,204 -6%
PMG
16
Private Management Group
California
$5.11M -$24.4K -3,043 -0.5%
TAM
17
Tocqueville Asset Management
New York
$4.53M -$10.3K -1,290 -0.2%
CC
18
Carlson Capital
Texas
$4.1M +$4.01M +500,000 New
State Street
19
State Street
Massachusetts
$4.07M +$72.7K +9,065 +2%
Franklin Resources
20
Franklin Resources
California
$4.01M
ARM
21
Adirondack Research & Management
New York
$3.24M
SEI Investments
22
SEI Investments
Pennsylvania
$3.19M +$124K +15,492 +4%
BCM
23
Bridgeway Capital Management
Texas
$2.95M +$1.09M +135,600 +61%
ISL
24
Ingalls & Snyder LLC
New York
$2.79M -$206K -25,745 -7%
Man Group
25
Man Group
United Kingdom
$2.51M +$197K +24,590 +9%

ASC Hedge Fund Activity: Q2 2018 in Review

91 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Ardmore Shipping (ASC) for Q2 2018, worth a combined $243M — up 3.3% from $235M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ASC positions and 9 closed out — a net gain of 2 holders — while 38 added to existing stakes and 28 trimmed.

The largest buyer was Carlson Capital, opening a new position worth an estimated $4.01M. The largest seller was Russell Investments Group, cutting an estimated $6.05M.

  • 91 institutional investors held Ardmore Shipping (ASC) as of Q2 2018, up from 90 in Q1 2018.
  • Funds reported $243M of Ardmore Shipping stock for Q2 2018, up 3.3% quarter-over-quarter.
  • 11 funds opened new Ardmore Shipping positions in Q2 2018 and 9 closed out, a net change of +2 holders.
  • The largest Ardmore Shipping buyer in Q2 2018 was Carlson Capital, an estimated $4.01M added.
  • The largest Ardmore Shipping seller in Q2 2018 was Russell Investments Group, an estimated $6.05M sold.

Based on aggregated 13F filings for Q2 2018.