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Diana Shipping

61 hedge funds and large institutions have $109M invested in Diana Shipping in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

28% more capital invested

Capital invested by funds: $85.4M → $109M (+$23.8M)

6.17% more ownership

Funds ownership: 56.43%62.59% (+6.2%)

0% more funds holding

Funds holding: 6161 (0)

32% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 19

54% less call options, than puts

Call options by funds: $652K | Put options by funds: $1.41M

Holders
61
Holders Change
Holders Change %
0%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
13
Reduced
19
Closed
6
Calls
$652K
Puts
$1.41M
Net Calls
-$755K
Net Calls Change
-$829K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$40.4M
KGI
2
Kopernik Global Investors
Florida
$17M +$3.82M +1,866,056 +30%
1WCM
3
12 West Capital Management
New York
$13.4M
Stifel Financial
4
Stifel Financial
Missouri
$8.81M -$567K -277,081 -6%
PPA
5
Parametric Portfolio Associates
Washington
$5.07M +$4.68M +2,285,650 +2,008%
Russell Investments Group
6
Russell Investments Group
United Kingdom
$4.49M +$4.27M +2,085,823 New
HP
7
Hosking Partners
United Kingdom
$4.33M +$4.2M +2,051,986 New
Renaissance Technologies
8
Renaissance Technologies
New York
$2.82M +$233K +113,711 +9%
RA
9
Royce & Associates
New York
$2.65M +$315K +153,760 +14%
CIP
10
Chartwell Investment Partners
Pennsylvania
$1.81M -$545K -266,302 -24%
UOC
11
UBS O'Connor
Illinois
$1.66M -$790K -386,188 -33%
Invesco
12
Invesco
Georgia
$1.13M +$17.5K +8,559 +2%
Barclays
13
Barclays
United Kingdom
$714K -$503 -246 -0.1%
PIA
14
Phoenix Investment Adviser
New York
$541K +$104K +50,961 +25%
Macquarie Group
15
Macquarie Group
Australia
$528K +$149K +72,803 +41%
Morgan Stanley
16
Morgan Stanley
New York
$479K +$175K +85,717 +61%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$458K
Wells Fargo
18
Wells Fargo
California
$405K -$19.5K -9,539 -5%
RL
19
Ruffer LLP
United Kingdom
$284K
Citadel Advisors
20
Citadel Advisors
Florida
$266K +$101K +49,615 +65%
VKH
21
Virtu KCG Holdings
New York
$224K +$102K +50,098 +89%
State Street
22
State Street
Massachusetts
$208K -$118K -57,661 -37%
Group One Trading
23
Group One Trading
Illinois
$206K +$32.1K +15,684 +19%
ISL
24
Ingalls & Snyder LLC
New York
$178K
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$155K -$46.8K -22,869 -24%

DSX Hedge Fund Activity: Q4 2016 in Review

61 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Diana Shipping (DSX) for Q4 2016, worth a combined $109M — up 28% from $85.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DSX positions and 6 closed out — a net gain of 3 holders — while 13 added to existing stakes and 19 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $4.68M. The largest seller was Oceanic Investment Management, exiting entirely with an estimated $1.12M sold.

  • 61 institutional investors held Diana Shipping (DSX) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $109M of Diana Shipping stock for Q4 2016, up 28% quarter-over-quarter.
  • 9 funds opened new Diana Shipping positions in Q4 2016 and 6 closed out, a net change of +3 holders.
  • The largest Diana Shipping buyer in Q4 2016 was Parametric Portfolio Associates, an estimated $4.68M added.
  • The largest Diana Shipping seller in Q4 2016 was Oceanic Investment Management, an estimated $1.12M sold.

Based on aggregated 13F filings for Q4 2016.