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Diana Shipping

52 hedge funds and large institutions have $104M invested in Diana Shipping in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

6% more funds holding

Funds holding: 4952 (+3)

4.11% more ownership

Funds ownership: 46.83%50.94% (+4.1%)

3% less capital invested

Capital invested by funds: $107M → $104M (-$3.04M)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

40% less call options, than puts

Call options by funds: $142K | Put options by funds: $238K

Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
15
Reduced
16
Closed
8
Calls
$142K
Puts
$238K
Net Calls
-$96K
Net Calls Change
+$65K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$24.2M -$8.61M -3,557,573 -24%
HP
2
Hosking Partners
United Kingdom
$17.1M +$1.69M +697,653 +10%
KGI
3
Kopernik Global Investors
Florida
$13.7M -$2.02M -835,257 -12%
KGACF
4
Kopernik Global All-Cap Fund
Florida
$13.7M +$15.2M +6,295,042 New
Russell Investments Group
5
Russell Investments Group
United Kingdom
$9.27M -$292K -120,592 -3%
Renaissance Technologies
6
Renaissance Technologies
New York
$6.47M +$879K +363,270 +14%
Morgan Stanley
7
Morgan Stanley
New York
$2.7M +$24K +9,899 +0.8%
Stifel Financial
8
Stifel Financial
Missouri
$2.67M -$493K -203,502 -14%
Barclays
9
Barclays
United Kingdom
$2.45M -$1.07M -442,039 -28%
LSC
10
Lesa Sroufe & Co
Washington
$2.18M +$62.5K +25,824 +3%
PPA
11
Parametric Portfolio Associates
Washington
$2.11M -$127K -52,558 -5%
UBS Group
12
UBS Group
Switzerland
$1.15M +$28.2K +11,634 +2%
SEI Investments
13
SEI Investments
Pennsylvania
$858K -$35.6K -14,716 -4%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$592K +$558K +230,460 +550%
Invesco
15
Invesco
Georgia
$560K -$41.1K -16,985 -6%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$555K +$315K +130,080 +104%
1WCM
17
12 West Capital Management
New York
$464K
RL
18
Ruffer LLP
United Kingdom
$373K +$415K +171,639 New
6CM
19
683 Capital Management
New York
$350K -$555K -229,154 -59%
BPC
20
Banque Pictet & Cie
Switzerland
$342K +$381K +157,336 New
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$315K +$84.1K +34,758 +32%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$257K +$246K +101,578 +609%
Deutsche Bank
23
Deutsche Bank
Germany
$200K +$21.9K +9,029 +11%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$165K +$12.4K +5,110 +7%
OAM
25
Oxford Asset Management
United Kingdom
$160K +$178K +73,749 New

DSX Hedge Fund Activity: Q4 2019 in Review

52 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Diana Shipping (DSX) for Q4 2019, worth a combined $104M — down 2.8% from $107M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DSX positions and 8 closed out — a net gain of 3 holders — while 15 added to existing stakes and 16 trimmed.

The largest buyer was Hosking Partners, adding an estimated $1.69M. The largest seller was Franklin Resources, cutting an estimated $8.61M.

  • 52 institutional investors held Diana Shipping (DSX) as of Q4 2019, up from 49 in Q3 2019.
  • Funds reported $104M of Diana Shipping stock for Q4 2019, down 2.8% quarter-over-quarter.
  • 11 funds opened new Diana Shipping positions in Q4 2019 and 8 closed out, a net change of +3 holders.
  • The largest Diana Shipping buyer in Q4 2019 was Hosking Partners, an estimated $1.69M added.
  • The largest Diana Shipping seller in Q4 2019 was Franklin Resources, an estimated $8.61M sold.

Based on aggregated 13F filings for Q4 2019.