American Vanguard Corp
131 hedge funds and large institutions have $493M invested in American Vanguard Corp in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 21 closing their positions.
45% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 38
2.01% more ownership
Funds ownership: 68.94% → 70.95% (+2%)
4% less funds holding
Funds holding: 137 → 131 (-6)
7% less capital invested
Capital invested by funds: $529M → $493M (-$35.9M)
14% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 21
85% less call options, than puts
Call options by funds: $1.83M | Put options by funds: $12.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WC
Walthausen & Co
Malta,
New York
|
+$15.6M |
| 2 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$15M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$11.1M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$9.35M |
| 5 |
NRECA
National Rural Electric Cooperative Association
Arlington,
Virginia
|
+$6.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$15.3M |
| 2 |
CCM
Cadence Capital Management
Boston,
Massachusetts
|
-$9.46M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$4.63M |
| 4 |
Renaissance Technologies
New York
|
-$4.27M |
| 5 |
ACM
Ashford Capital Management
Wilmington,
Delaware
|
-$3.86M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SO
151
STRS Ohio
Columbus,
Ohio
| – | -$42K | -1,550 | Closed |
|
152
Walleye Trading
New York
| – | -$20.4K | -758 | Closed |
|
153
Envestnet Asset Management
Chicago,
Illinois
| – | -$3K | -122 | Closed |
|
AVD Hedge Fund Activity: Q4 2013 in Review
131 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in American Vanguard Corp (AVD) for Q4 2013, worth a combined $493M — down 6.8% from $529M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of AVD and 18 opened new positions — a net loss of 3 holders — while 38 trimmed existing stakes and 55 added.
The largest buyer was Walthausen & Co, adding an estimated $15.6M. The largest seller was Thompson Siegel & Walmsley, exiting entirely with an estimated $15.3M sold.
- 131 institutional investors held American Vanguard Corp (AVD) as of Q4 2013, down from 137 in Q3 2013.
- Funds reported $493M of American Vanguard Corp stock for Q4 2013, down 6.8% quarter-over-quarter.
- 18 funds opened new American Vanguard Corp positions in Q4 2013 and 21 closed out, a net change of -3 holders.
- The largest American Vanguard Corp buyer in Q4 2013 was Walthausen & Co, an estimated $15.6M added.
- The largest American Vanguard Corp seller in Q4 2013 was Thompson Siegel & Walmsley, an estimated $15.3M sold.
Based on aggregated 13F filings for Q4 2013.