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Algoma Steel

119 hedge funds and large institutions have $467M invested in Algoma Steel in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

554% more call options, than puts

Call options by funds: $3.95M | Put options by funds: $605K

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

10% more capital invested

Capital invested by funds: $424M → $467M (+$42.7M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

7.98% more ownership

Funds ownership: 62.91%70.89% (+8%)

4% more funds holding

Funds holding: 114119 (+5)

0% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 38

Holders
119
Holders Change
+5
Holders Change %
+4.39%
% of All Funds
1.91%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
25
Increased
38
Reduced
38
Closed
20
Calls
$3.95M
Puts
$605K
Net Calls
+$3.35M
Net Calls Change
-$652K
Name Holding Trade Value Shares
Change
Change in
Stake
MRCP
1
Maple Rock Capital Partners
Ontario, Canada
$41.2M +$2.33M +355,000 +6%
CCM
2
Contrarian Capital Management
Connecticut
$41.1M -$6.66M -1,014,457 -14%
DSC
3
Donald Smith & Co
New York
$40.2M +$20.5M +3,123,662 +97%
PCM
4
Polus Capital Management
United Kingdom
$34.8M +$36M +5,483,119 New
BCC
5
Bain Capital Credit
Massachusetts
$28.5M -$4.43M -674,912 -13%
FC
6
Finepoint Capital
Massachusetts
$20.4M -$3.26M -497,291 -13%
LC
7
Littlejohn & Co
Connecticut
$18.5M
ISSM
8
Invesco Senior Secured Management
New York
$17.8M
PCM
9
Philosophy Capital Management
California
$16M -$2.96M -451,639 -15%
WHCM
10
Wolf Hill Capital Management
Connecticut
$14.8M +$15.3M +2,338,798 New
GAM
11
Goldentree Asset Management
New York
$14.7M
Renaissance Technologies
12
Renaissance Technologies
New York
$14.2M +$2.28M +347,483 +18%
TG
13
TCW Group
California
$12.4M +$833K +126,900 +7%
GJL
14
Gendell Jeffrey L
$12.3M +$5.95M +906,640 +87%
TC
15
Towle & Co
Colorado
$11M +$11.4M +1,734,750 New
Millennium Management
16
Millennium Management
New York
$9.09M -$324K -49,345 -3%
Man Group
17
Man Group
United Kingdom
$8.93M +$947K +144,410 +11%
SCM
18
Solas Capital Management
Connecticut
$8.28M -$629K -95,838 -7%
SGL
19
Sonic GP LLC
Hawaii
$7.61M +$7.87M +1,200,000 New
Fidelity Investments
20
Fidelity Investments
Massachusetts
$7.36M +$2.54M +386,957 +50%
JCP
21
JB Capital Partners
New York
$6.29M -$835K -127,324 -11%
GAI
22
General American Investors
New York
$6.16M
MP
23
MSD Partners
New York
$5.14M -$734K -111,800 -12%
CM
24
Crestline Management
Texas
$4.82M -$547K -83,359 -10%
AF
25
Aegis Financial
Virginia
$4.08M +$4.22M +643,208 New

ASTL Hedge Fund Activity: Q4 2022 in Review

119 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Algoma Steel (ASTL) for Q4 2022, worth a combined $467M — up 10% from $424M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ASTL positions and 20 closed out — a net gain of 5 holders — while 38 added to existing stakes and 38 trimmed.

The largest buyer was Donald Smith & Co, adding an estimated $20.5M. The largest seller was Acadian Asset Management, cutting an estimated $6.77M.

  • 119 institutional investors held Algoma Steel (ASTL) as of Q4 2022, up from 114 in Q3 2022.
  • Funds reported $467M of Algoma Steel stock for Q4 2022, up 10% quarter-over-quarter.
  • 25 funds opened new Algoma Steel positions in Q4 2022 and 20 closed out, a net change of +5 holders.
  • The largest Algoma Steel buyer in Q4 2022 was Donald Smith & Co, an estimated $20.5M added.
  • The largest Algoma Steel seller in Q4 2022 was Acadian Asset Management, an estimated $6.77M sold.

Based on aggregated 13F filings for Q4 2022.