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Aspen Aerogels

45 hedge funds and large institutions have $137M invested in Aspen Aerogels in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

18% more funds holding

Funds holding: 3845 (+7)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.86% less ownership

Funds ownership: 83.68%81.82% (-1.9%)

11% less capital invested

Capital invested by funds: $153M → $137M (-$16.4M)

Holders
45
Holders Change
+7
Holders Change %
+18.42%
% of All Funds
1.2%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
9
Increased
15
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$38.6M -$11.3M -1,495,232 -22%
GKFF
2
George Kaiser Family Foundation
Oklahoma
$23.1M
RO
3
Reservoir Operations
New York
$21.3M
Wellington Management Group
4
Wellington Management Group
Massachusetts
$12.4M +$6.72M +887,696 +109%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$11.1M +$886K +117,010 +8%
GGHC
6
Gilder Gagnon Howe & Co
New York
$9.62M +$1M +132,118 +11%
PRCM
7
Pine River Capital Management
Minnesota
$7.57M
Federated Hermes
8
Federated Hermes
Pennsylvania
$3.17M -$1.09M -143,593 -25%
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$2.31M
NC
10
NBW Capital
Massachusetts
$1.57M -$42.1K -5,556 -3%
BFA
11
BlackRock Fund Advisors
California
$1.16M -$10.8K -1,429 -0.9%
Vanguard Group
12
Vanguard Group
Pennsylvania
$1.01M +$92.2K +12,180 +10%
BCM
13
Bridgeway Capital Management
Texas
$841K +$265K +35,000 +43%
Northern Trust
14
Northern Trust
Illinois
$407K +$9.79K +1,293 +2%
SC
15
Sculptor Capital
New York
$364K -$303K -40,000 -44%
BIT
16
BlackRock Institutional Trust
California
$330K +$6.57K +868 +2%
TCIM
17
TIAA CREF Investment Management
New York
$317K
LBH
18
Lehman Brothers Holdings
New York
$274K
State Street
19
State Street
Massachusetts
$268K +$12.9K +1,700 +5%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$245K +$255K +33,668 New
FCM
21
Firsthand Capital Management
California
$182K +$189K +25,000 New
PAM
22
Paradigm Asset Management
New York
$178K +$185K +24,400 New
TD Asset Management
23
TD Asset Management
Ontario, Canada
$134K +$20.4K +2,700 +17%
BIM
24
BlackRock Investment Management
Delaware
$121K +$12.4K +1,635 +11%
BPC
25
Banque Pictet & Cie
Switzerland
$102K -$39.4K -5,209 -27%

ASPN Hedge Fund Activity: Q1 2015 in Review

45 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Aspen Aerogels (ASPN) for Q1 2015, worth a combined $137M — down 11% from $153M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ASPN positions and 2 closed out — a net gain of 7 holders — while 15 added to existing stakes and 10 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $6.72M. The largest seller was Fidelity Investments, cutting an estimated $11.3M.

  • 45 institutional investors held Aspen Aerogels (ASPN) as of Q1 2015, up from 38 in Q4 2014.
  • Funds reported $137M of Aspen Aerogels stock for Q1 2015, down 11% quarter-over-quarter.
  • 9 funds opened new Aspen Aerogels positions in Q1 2015 and 2 closed out, a net change of +7 holders.
  • The largest Aspen Aerogels buyer in Q1 2015 was Wellington Management Group, an estimated $6.72M added.
  • The largest Aspen Aerogels seller in Q1 2015 was Fidelity Investments, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2015.