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BALT

BALTIC TRADING LIMITED COMMON STOCK
BALT

Delisted

BALT was delisted on the 17th of July, 2015.

86 hedge funds and large institutions have $105M invested in BALTIC TRADING LIMITED COMMON STOCK in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 28 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 28

9% less funds holding

Funds holding: 9586 (-9)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

33% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 24

38% less call options, than puts

Call options by funds: $53K | Put options by funds: $86K

44% less capital invested

Capital invested by funds: $186M → $105M (-$81.2M)

Holders
86
Holders Change
-9
Holders Change %
-9.47%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
16
Increased
30
Reduced
28
Closed
24
Calls
$53K
Puts
$86K
Net Calls
-$33K
Net Calls Change
-$75K
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1
Panning Capital Management
New York
$18.2M -$57.9K -18,100 -0.2%
CP
2
Centerbridge Partners
New York
$18.2M
AMH
3
Apollo Management Holdings
New York
$8.59M +$4.69M +1,467,164 +75%
RA
4
Royce & Associates
New York
$5.42M +$1.12M +351,437 +19%
LOAMU
5
Lombard Odier Asset Management (USA)
New York
$3.96M -$6.72M -2,102,774 -57%
NGA
6
New Generation Advisors
Massachusetts
$3.58M +$1.09M +340,000 +31%
BFA
7
BlackRock Fund Advisors
California
$3.42M +$592K +185,190 +16%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$3.16M -$324K -101,441 -7%
SP
9
Steelhead Partners
Washington
$3.01M -$201K -62,801 -5%
TAM
10
Tocqueville Asset Management
New York
$2.83M -$48.6K -15,200 -1%
HCM
11
Hodges Capital Management
Texas
$2.59M -$1.47M -460,637 -31%
ACI
12
AB CarVal Investors
Minnesota
$2.32M
HC
13
Hourglass Capital
Texas
$2.31M +$312K +97,640 +12%
GCM
14
Gruss Capital Management
New York
$1.89M +$2.4M +751,400 New
KCM
15
Kennedy Capital Management
Missouri
$1.65M +$1.31M +408,286 +165%
JG
16
Jefferies Group
New York
$1.51M +$132K +41,422 +7%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$1.51M +$1.82M +569,900 +168%
SCM
18
Schneider Capital Management
Pennsylvania
$1.45M +$1.43M +447,138 +344%
Northern Trust
19
Northern Trust
Illinois
$1.27M -$28.9K -9,046 -2%
State Street
20
State Street
Massachusetts
$1.25M +$57.7K +18,044 +4%
Renaissance Technologies
21
Renaissance Technologies
New York
$1.17M +$1.49M +466,636 New
WSA
22
Wall Street Associates
California
$1.13M -$2.9M -907,275 -67%
BIT
23
BlackRock Institutional Trust
California
$1.11M -$175K -54,761 -11%
SFM
24
Systematic Financial Management
New Jersey
$1.1M -$6.31K -1,975 -0.4%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$962K

BALT Hedge Fund Activity: Q4 2014 in Review

86 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in BALTIC TRADING LIMITED COMMON STOCK (BALT) for Q4 2014, worth a combined $105M — down 44% from $186M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of BALT and 16 opened new positions — a net loss of 8 holders — while 28 trimmed existing stakes and 30 added.

The largest buyer was Apollo Management Holdings, adding an estimated $4.69M. The largest seller was Lombard Odier Asset Management (USA), cutting an estimated $6.72M.

  • 86 institutional investors held BALTIC TRADING LIMITED COMMON STOCK (BALT) as of Q4 2014, down from 95 in Q3 2014.
  • Funds reported $105M of BALTIC TRADING LIMITED COMMON STOCK stock for Q4 2014, down 44% quarter-over-quarter.
  • 16 funds opened new BALTIC TRADING LIMITED COMMON STOCK positions in Q4 2014 and 24 closed out, a net change of -8 holders.
  • The largest BALTIC TRADING LIMITED COMMON STOCK buyer in Q4 2014 was Apollo Management Holdings, an estimated $4.69M added.
  • The largest BALTIC TRADING LIMITED COMMON STOCK seller in Q4 2014 was Lombard Odier Asset Management (USA), an estimated $6.72M sold.

Based on aggregated 13F filings for Q4 2014.