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Aspen Aerogels

55 hedge funds and large institutions have $137M invested in Aspen Aerogels in 2015 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

22% more funds holding

Funds holding: 4555 (+10)

13% more capital invested

Capital invested by funds: $122M → $137M (+$15.2M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.72% less ownership

Funds ownership: 79.9%79.18% (-0.72%)

Holders
55
Holders Change
+10
Holders Change %
+22.22%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
19
Increased
15
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GKFF
1
George Kaiser Family Foundation
Oklahoma
$23.8M
RO
2
Reservoir Operations
New York
$21.7M
Fidelity Investments
3
Fidelity Investments
Massachusetts
$16.8M -$19.8M -2,717,173 -55%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$16.2M +$1.93M +265,152 +14%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$11.5M -$1.53K -210 -0%
GGHC
6
Gilder Gagnon Howe & Co
New York
$10M +$323K +44,402 +3%
PRCM
7
Pine River Capital Management
Minnesota
$8.02M -$51.2K -7,039 -0.7%
BIT
8
BlackRock Institutional Trust
California
$4.49M +$3.98M +546,795 +1,064%
Ameriprise
9
Ameriprise
Minnesota
$3.13M +$3.03M +416,830 New
NCGI
10
Next Century Growth Investors
Minnesota
$2.89M +$2.81M +385,799 New
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$2.29M
WSA
12
Wall Street Associates
California
$2.22M +$2.15M +295,726 New
Vanguard Group
13
Vanguard Group
Pennsylvania
$1.97M +$125K +17,166 +7%
NC
14
NBW Capital
Massachusetts
$1.53M -$37.9K -5,212 -2%
GIP
15
Granite Investment Partners
California
$1.48M +$1.44M +197,232 New
Morgan Stanley
16
Morgan Stanley
New York
$1.33M +$1.08M +148,315 +509%
BCM
17
Bridgeway Capital Management
Texas
$1.14M +$60.1K +8,258 +6%
CCM
18
Coe Capital Management
Illinois
$945K +$645K +88,610 +237%
Renaissance Technologies
19
Renaissance Technologies
New York
$720K +$699K +95,958 New
Wells Fargo
20
Wells Fargo
California
$648K +$623K +85,570 +10,310%
Barclays
21
Barclays
United Kingdom
$366K +$174K +23,950 +85%
BG
22
BlackRock Group
United Kingdom
$351K +$234K +32,198 +220%
BFA
23
BlackRock Fund Advisors
California
$341K -$8.74K -1,200 -3%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$331K +$103K +14,127 +47%
Jane Street
25
Jane Street
New York
$308K +$299K +41,020 New

ASPN Hedge Fund Activity: Q3 2015 in Review

55 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Aspen Aerogels (ASPN) for Q3 2015, worth a combined $137M — up 13% from $122M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ASPN positions and 9 closed out — a net gain of 10 holders — while 15 added to existing stakes and 12 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $3.98M. The largest seller was Fidelity Investments, cutting an estimated $19.8M.

  • 55 institutional investors held Aspen Aerogels (ASPN) as of Q3 2015, up from 45 in Q2 2015.
  • Funds reported $137M of Aspen Aerogels stock for Q3 2015, up 13% quarter-over-quarter.
  • 19 funds opened new Aspen Aerogels positions in Q3 2015 and 9 closed out, a net change of +10 holders.
  • The largest Aspen Aerogels buyer in Q3 2015 was BlackRock Institutional Trust, an estimated $3.98M added.
  • The largest Aspen Aerogels seller in Q3 2015 was Fidelity Investments, an estimated $19.8M sold.

Based on aggregated 13F filings for Q3 2015.