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Ardmore Shipping

79 hedge funds and large institutions have $91.3M invested in Ardmore Shipping in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 29

7% less funds holding

Funds holding: 8579 (-6)

8.08% less ownership

Funds ownership: 85.65%77.57% (-8.1%)

26% less capital invested

Capital invested by funds: $123M → $91.3M (-$32.1M)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

79% less call options, than puts

Call options by funds: $153K | Put options by funds: $729K

Holders
79
Holders Change
-6
Holders Change %
-7.06%
% of All Funds
1.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
28
Reduced
29
Closed
14
Calls
$153K
Puts
$729K
Net Calls
-$576K
Net Calls Change
-$12K
Name Holding Trade Value Shares
Change
Change in
Stake
ACB
1
Aristotle Capital Boston
Massachusetts
$14M +$64.4K +16,467 +0.4%
Russell Investments Group
2
Russell Investments Group
United Kingdom
$8.03M +$361K +92,260 +4%
BlackRock
3
BlackRock
New York
$7.44M +$555K +141,875 +7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$7.41M -$181K -46,343 -2%
OCM
5
Oaktree Capital Management
California
$5.7M +$1.86M +474,291 +42%
PMG
6
Private Management Group
California
$5.57M -$46.9K -11,992 -0.8%
DSC
7
Donald Smith & Co
New York
$4.86M -$1.95M -498,681 -27%
Northern Trust
8
Northern Trust
Illinois
$3.31M -$1.52K -389 -0%
Goldman Sachs
9
Goldman Sachs
New York
$2.55M +$842K +215,257 +43%
RA
10
Royce & Associates
New York
$2.3M -$2.35M -600,557 -48%
SEI Investments
11
SEI Investments
Pennsylvania
$2.27M +$110K +28,061 +5%
State Street
12
State Street
Massachusetts
$2.08M -$12.8K -3,267 -0.6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.78M -$623K -159,223 -24%
Nomura Holdings
14
Nomura Holdings
Japan
$1.74M +$1.92M +489,900 New
ARM
15
Adirondack Research & Management
New York
$1.47M +$108K +27,603 +7%
Boston Partners
16
Boston Partners
Massachusetts
$1.34M +$130K +33,359 +10%
Franklin Resources
17
Franklin Resources
California
$1.3M
WMSA
18
Weiss Multi-Strategy Advisers
New York
$1.28M +$601K +153,763 +75%
AI
19
Acuitas Investments
Washington
$1.23M +$1.35M +344,575 New
Prudential Financial
20
Prudential Financial
New Jersey
$1.17M -$318K -81,269 -20%
Renaissance Technologies
21
Renaissance Technologies
New York
$996K -$637K -162,724 -37%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$865K +$87.1K +22,256 +10%
Marshall Wace
23
Marshall Wace
United Kingdom
$813K +$531K +135,758 +146%
BCM
24
Bridgeway Capital Management
Texas
$722K
Charles Schwab
25
Charles Schwab
California
$720K -$19.7K -5,024 -2%

ASC Hedge Fund Activity: Q3 2020 in Review

79 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Ardmore Shipping (ASC) for Q3 2020, worth a combined $91.3M — down 26% from $123M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of ASC and 9 opened new positions — a net loss of 5 holders — while 29 trimmed existing stakes and 28 added.

The largest buyer was Nomura Holdings, opening a new position worth an estimated $1.92M. The largest seller was Fidelity Investments, exiting entirely with an estimated $13.9M sold.

  • 79 institutional investors held Ardmore Shipping (ASC) as of Q3 2020, down from 85 in Q2 2020.
  • Funds reported $91.3M of Ardmore Shipping stock for Q3 2020, down 26% quarter-over-quarter.
  • 9 funds opened new Ardmore Shipping positions in Q3 2020 and 14 closed out, a net change of -5 holders.
  • The largest Ardmore Shipping buyer in Q3 2020 was Nomura Holdings, an estimated $1.92M added.
  • The largest Ardmore Shipping seller in Q3 2020 was Fidelity Investments, an estimated $13.9M sold.

Based on aggregated 13F filings for Q3 2020.