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Aspen Aerogels

170 hedge funds and large institutions have $1.19B invested in Aspen Aerogels in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 50 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more capital invested

Capital invested by funds: $583M → $1.19B (+$610M)

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

7% more funds holding

Funds holding: 159170 (+11)

2.57% more ownership

Funds ownership: 96.53%99.1% (+2.6%)

6% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 53

33% less call options, than puts

Call options by funds: $30.2M | Put options by funds: $45.3M

Holders
170
Holders Change
+11
Holders Change %
+6.92%
% of All Funds
2.48%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
33
Increased
50
Reduced
53
Closed
19
Calls
$30.2M
Puts
$45.3M
Net Calls
-$15.1M
Net Calls Change
+$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
S
151
SignatureFD
Georgia
$4.62K -$41 -4 -1%
RTL
152
Red Tortoise LLC
Georgia
$4.28K
HWM
153
HighMark Wealth Management
Minnesota
$3.94K
HWA
154
HHM Wealth Advisors
Tennessee
$3.16K
TSWM
155
Tyler-Stone Wealth Management
Ohio
$3.16K +$2.06K +200 New
LC
156
Lindbrook Capital
California
$2.78K -$5.8K -562 -76%
CA
157
Clearstead Advisors
Ohio
$2.52K -$413 -40 -20%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$2K +$599 +58 +78%
ASN
159
Advisory Services Network
Georgia
$1.58K +$1.03K +100 New
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$1.15K +$444 +43 +143%
VNA
161
Valley National Advisers
Pennsylvania
$1K +$671 +65 New
CTA
162
Colonial Trust Advisors
South Carolina
$789
GI
163
GAMMA Investing
California
$562 +$516 +50 New
CMBA
164
C.M. Bidwell & Associates
Hawaii
$505 +$330 +32 New
FFA
165
Farther Finance Advisors
California
$505 +$330 +32 New
QCG
166
Quadrant Capital Group
Ohio
$300
FDCDDQ
167
Federation des caisses Desjardins du Quebec
Quebec, Canada
$237
NA
168
NewEdge Advisors
Louisiana
$47
TFM
169
TFC Financial Management
Massachusetts
$32
AE
170
AMH Equity
New York
-$3.14M -362,970 Closed
ECM
171
ExodusPoint Capital Management
New York
-$2.39M -277,967 Closed
SI
172
Sora Investors
Pennsylvania
-$2.15M -250,000 Closed
Marshall Wace
173
Marshall Wace
United Kingdom
-$1.66M -193,020 Closed
MS
174
Maven Securities
Jersey
-$860K -100,000 Closed
BA
175
Bridgewater Advisors
New York
-$654K -76,000 Closed

ASPN Hedge Fund Activity: Q4 2023 in Review

170 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Aspen Aerogels (ASPN) for Q4 2023, worth a combined $1.19B — up 105% from $583M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new ASPN positions and 19 closed out — a net gain of 14 holders — while 50 added to existing stakes and 53 trimmed.

The largest buyer was Hood River Capital Management, opening a new position worth an estimated $30.4M. The largest seller was Redwood Investments, cutting an estimated $5.2M.

  • 170 institutional investors held Aspen Aerogels (ASPN) as of Q4 2023, up from 159 in Q3 2023.
  • Funds reported $1.19B of Aspen Aerogels stock for Q4 2023, up 105% quarter-over-quarter.
  • 33 funds opened new Aspen Aerogels positions in Q4 2023 and 19 closed out, a net change of +14 holders.
  • The largest Aspen Aerogels buyer in Q4 2023 was Hood River Capital Management, an estimated $30.4M added.
  • The largest Aspen Aerogels seller in Q4 2023 was Redwood Investments, an estimated $5.2M sold.

Based on aggregated 13F filings for Q4 2023.