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Frontline

132 hedge funds and large institutions have $497M invested in Frontline in 2020 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

88% more call options, than puts

Call options by funds: $25.4M | Put options by funds: $13.5M

46% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 35

16% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 31

12% more funds holding

Funds holding: 118132 (+14)

5.82% more ownership

Funds ownership: 20.45%26.27% (+5.8%)

4% less capital invested

Capital invested by funds: $517M → $497M (-$19.4M)

Holders
132
Holders Change
+14
Holders Change %
+11.86%
% of All Funds
2.91%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.18%
New
51
Increased
36
Reduced
31
Closed
35
Calls
$25.4M
Puts
$13.5M
Net Calls
+$11.9M
Net Calls Change
+$9.96M
Name Holding Trade Value Shares
Change
Change in
Stake
F
1
Folketrygdfondet
Norway
$75.1M +$11M +1,177,522 +18%
EGA
2
Evermore Global Advisors
New Jersey
$45.3M +$1.34M +143,986 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$33M +$11.8M +1,263,353 +58%
Vanguard Group
4
Vanguard Group
Pennsylvania
$26M +$4.42M +474,241 +21%
OAMG
5
Odey Asset Management Group
United Kingdom
$24.2M +$720K +77,220 +3%
Victory Capital Management
6
Victory Capital Management
Texas
$24M +$23.2M +2,494,762 New
JP Morgan Chase
7
JP Morgan Chase
New York
$19.6M -$9.17M -984,015 -33%
Marshall Wace
8
Marshall Wace
United Kingdom
$16.9M +$6.05M +649,072 +60%
Northern Trust
9
Northern Trust
Illinois
$16.7M +$76.8K +8,244 +0.5%
PF
10
Phoenix Financial
Israel
$15.2M +$11.1M +1,193,935 +282%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$13.2M +$10.4M +1,117,900 +442%
Jane Street
12
Jane Street
New York
$12.2M +$10.4M +1,112,052 +934%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$12.2M +$9.8M +1,051,705 +483%
Renaissance Technologies
14
Renaissance Technologies
New York
$10.2M -$16.8M -1,797,786 -63%
Millennium Management
15
Millennium Management
New York
$9.23M +$4.6M +493,180 +106%
NSGL
16
No Street GP LP
California
$9.13M +$8.85M +950,000 New
MCM
17
Moore Capital Management
New York
$8.79M +$8.52M +914,332 New
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.58M +$43.6K +4,675 +0.6%
ACM
19
Arosa Capital Management
Florida
$6.41M +$4.59M +492,362 +281%
UBS Group
20
UBS Group
Switzerland
$5.69M +$2.04M +218,478 +58%
CS
21
Credit Suisse
Switzerland
$5.56M +$2.67M +286,339 +98%
Citadel Advisors
22
Citadel Advisors
Florida
$5.54M -$2.54M -272,154 -32%
OAM
23
Oxford Asset Management
United Kingdom
$4.99M +$4.84M +519,527 New
PAMU
24
Pictet Asset Management (UK)
United Kingdom
$4.79M +$4.64M +498,326 New
Deutsche Bank
25
Deutsche Bank
Germany
$4.64M -$2.03M -217,763 -31%

FRO Hedge Fund Activity: Q1 2020 in Review

132 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Frontline (FRO) for Q1 2020, worth a combined $497M — down 3.7% from $517M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new FRO positions and 35 closed out — a net gain of 16 holders — while 36 added to existing stakes and 31 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $23.2M. The largest seller was Renaissance Technologies, cutting an estimated $16.8M.

  • 132 institutional investors held Frontline (FRO) as of Q1 2020, up from 118 in Q4 2019.
  • Funds reported $497M of Frontline stock for Q1 2020, down 3.7% quarter-over-quarter.
  • 51 funds opened new Frontline positions in Q1 2020 and 35 closed out, a net change of +16 holders.
  • The largest Frontline buyer in Q1 2020 was Victory Capital Management, an estimated $23.2M added.
  • The largest Frontline seller in Q1 2020 was Renaissance Technologies, an estimated $16.8M sold.

Based on aggregated 13F filings for Q1 2020.