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Ardmore Shipping

95 hedge funds and large institutions have $149M invested in Ardmore Shipping in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 29

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

1% more funds holding

Funds holding: 9495 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.42% less ownership

Funds ownership: 87.95%85.53% (-2.4%)

44% less capital invested

Capital invested by funds: $263M → $149M (-$115M)

71% less call options, than puts

Call options by funds: $95K | Put options by funds: $326K

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
36
Reduced
29
Closed
15
Calls
$95K
Puts
$326K
Net Calls
-$231K
Net Calls Change
+$508K
Name Holding Trade Value Shares
Change
Change in
Stake
ACB
1
Aristotle Capital Boston
Massachusetts
$18.1M +$633K +104,985 +3%
Russell Investments Group
2
Russell Investments Group
United Kingdom
$15.9M -$566K -93,790 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$11.3M +$556K +92,143 +4%
DSC
4
Donald Smith & Co
New York
$10.6M -$28.7K -4,761 -0.2%
BlackRock
5
BlackRock
New York
$10.4M +$57.6K +9,549 +0.5%
PMG
6
Private Management Group
California
$7.77M +$2.12M +351,007 +31%
RA
7
Royce & Associates
New York
$7.49M -$538K -89,190 -6%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$7.02M -$747K -123,900 -8%
Northern Trust
9
Northern Trust
Illinois
$4.72M +$51.7K +8,577 +1%
Renaissance Technologies
10
Renaissance Technologies
New York
$3.95M -$931K -154,400 -17%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$3.46M -$1.09M -180,593 -22%
SEI Investments
12
SEI Investments
Pennsylvania
$3.19M +$4.29K +712 +0.1%
State Street
13
State Street
Massachusetts
$3.02M -$220K -36,462 -6%
OCM
14
Oaktree Capital Management
California
$2.77M +$3.18M +526,694 New
Goldman Sachs
15
Goldman Sachs
New York
$2.71M +$180K +29,815 +6%
SCM
16
Signia Capital Management
Washington
$2.65M -$771K -127,770 -20%
Millennium Management
17
Millennium Management
New York
$2.42M +$1.5M +248,107 +116%
Prudential Financial
18
Prudential Financial
New Jersey
$2.25M +$91.6K +15,185 +4%
Franklin Resources
19
Franklin Resources
California
$2.13M
Boston Partners
20
Boston Partners
Massachusetts
$1.78M -$201K -33,324 -9%
Man Group
21
Man Group
United Kingdom
$1.67M -$220K -36,447 -10%
ARM
22
Adirondack Research & Management
New York
$1.66M -$557K -92,400 -23%
WA
23
WealthTrust Axiom
Pennsylvania
$1.51M -$68K -11,276 -4%
WMSA
24
Weiss Multi-Strategy Advisers
New York
$1.44M +$591K +97,935 +56%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$1.11M +$217K +36,037 +20%

ASC Hedge Fund Activity: Q1 2020 in Review

95 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Ardmore Shipping (ASC) for Q1 2020, worth a combined $149M — down 44% from $263M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ASC positions and 15 closed out — a net gain of 3 holders — while 36 added to existing stakes and 29 trimmed.

The largest buyer was Oaktree Capital Management, opening a new position worth an estimated $3.18M. The largest seller was Cooper Creek Partners Management, exiting entirely with an estimated $5.07M sold.

  • 95 institutional investors held Ardmore Shipping (ASC) as of Q1 2020, up from 94 in Q4 2019.
  • Funds reported $149M of Ardmore Shipping stock for Q1 2020, down 44% quarter-over-quarter.
  • 18 funds opened new Ardmore Shipping positions in Q1 2020 and 15 closed out, a net change of +3 holders.
  • The largest Ardmore Shipping buyer in Q1 2020 was Oaktree Capital Management, an estimated $3.18M added.
  • The largest Ardmore Shipping seller in Q1 2020 was Cooper Creek Partners Management, an estimated $5.07M sold.

Based on aggregated 13F filings for Q1 2020.