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Ardmore Shipping

85 hedge funds and large institutions have $123M invested in Ardmore Shipping in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 37 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 35

0.13% more ownership

Funds ownership: 85.53%85.65% (+0.13%)

11% less funds holding

Funds holding: 9585 (-10)

17% less capital invested

Capital invested by funds: $149M → $123M (-$25.2M)

77% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 13

85% less call options, than puts

Call options by funds: $98K | Put options by funds: $662K

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
85
Holders Change
-10
Holders Change %
-10.53%
% of All Funds
1.74%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
37
Reduced
35
Closed
13
Calls
$98K
Puts
$662K
Net Calls
-$564K
Net Calls Change
-$333K
Name Holding Trade Value Shares
Change
Change in
Stake
ACB
1
Aristotle Capital Boston
Massachusetts
$17M +$2.53M +471,895 +14%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$13.9M +$9.96M +1,860,093 +139%
Russell Investments Group
3
Russell Investments Group
United Kingdom
$9.4M -$4.57M -853,409 -28%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$9.24M -$158K -29,493 -1%
BlackRock
5
BlackRock
New York
$8.45M -$163K -30,479 -2%
DSC
6
Donald Smith & Co
New York
$8.08M -$788K -147,117 -7%
PMG
7
Private Management Group
California
$6.84M +$508K +94,814 +6%
RA
8
Royce & Associates
New York
$5.41M -$964K -180,000 -13%
OCM
9
Oaktree Capital Management
California
$4.88M +$3.21M +599,015 +114%
Northern Trust
10
Northern Trust
Illinois
$4.03M +$163K +30,501 +3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.86M -$2.54K -474 -0.1%
SEI Investments
12
SEI Investments
Pennsylvania
$2.65M +$15.3K +2,852 +0.5%
State Street
13
State Street
Massachusetts
$2.56M +$71.8K +13,409 +2%
SCM
14
Signia Capital Management
Washington
$2.23M +$46.9K +8,754 +2%
Goldman Sachs
15
Goldman Sachs
New York
$2.18M -$75.2K -14,044 -3%
Renaissance Technologies
16
Renaissance Technologies
New York
$1.92M -$1.66M -310,676 -41%
Prudential Financial
17
Prudential Financial
New Jersey
$1.77M -$106K -19,807 -5%
ARM
18
Adirondack Research & Management
New York
$1.67M +$365K +68,225 +22%
Boston Partners
19
Boston Partners
Massachusetts
$1.49M +$22.3K +4,170 +1%
Franklin Resources
20
Franklin Resources
California
$1.46M -$220K -41,100 -10%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$958K +$44.3K +8,271 +4%
WA
22
WealthTrust Axiom
Pennsylvania
$907K -$426K -79,500 -28%
Man Group
23
Man Group
United Kingdom
$900K -$592K -110,621 -35%
Charles Schwab
24
Charles Schwab
California
$899K +$191K +35,754 +21%
WMSA
25
Weiss Multi-Strategy Advisers
New York
$895K -$364K -68,056 -25%

ASC Hedge Fund Activity: Q2 2020 in Review

85 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Ardmore Shipping (ASC) for Q2 2020, worth a combined $123M — down 17% from $149M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of ASC and 3 opened new positions — a net loss of 10 holders — while 35 trimmed existing stakes and 37 added.

The largest buyer was Fidelity Investments, adding an estimated $9.96M. The largest seller was Russell Investments Group, cutting an estimated $4.57M.

  • 85 institutional investors held Ardmore Shipping (ASC) as of Q2 2020, down from 95 in Q1 2020.
  • Funds reported $123M of Ardmore Shipping stock for Q2 2020, down 17% quarter-over-quarter.
  • 3 funds opened new Ardmore Shipping positions in Q2 2020 and 13 closed out, a net change of -10 holders.
  • The largest Ardmore Shipping buyer in Q2 2020 was Fidelity Investments, an estimated $9.96M added.
  • The largest Ardmore Shipping seller in Q2 2020 was Russell Investments Group, an estimated $4.57M sold.

Based on aggregated 13F filings for Q2 2020.