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HZN

Horizon Global Corporation

Delisted

HZN was delisted on the 7th of February, 2023.

135 hedge funds and large institutions have $394M invested in Horizon Global Corporation in 2016 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 35 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 12

52% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $730K

24% more capital invested

Capital invested by funds: $319M → $394M (+$75.1M)

21% more funds holding

Funds holding: 112135 (+23)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

30% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 50

Holders
135
Holders Change
+23
Holders Change %
+20.54%
% of All Funds
3.37%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.15%
New
36
Increased
35
Reduced
50
Closed
12
Calls
$1.11M
Puts
$730K
Net Calls
+$380K
Net Calls Change
+$247K
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
126
MSI Financial Services
Massachusetts
$4K
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$4K +$3.51K +156 New
BJ
128
BlackRock Japan
Japan
$3K -$2.68K -119 -46%
CG
129
Cutler Group
California
$2K -$17.9K -794 -89%
BTIS
130
BB&T Investment Services
North Carolina
$2K +$1.13K +50 New
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.25K +100 New
CWM
132
Cranbrook Wealth Management
Michigan
$1K
RBC
133
Roble Belko & Company
Pennsylvania
$1K
KIM
134
Kestrel Investment Management
California
-$4.67M -234,075 Closed
MCM
135
McKinley Capital Management
Alaska
-$3.37M -168,839 Closed
KCM
136
Kennedy Capital Management
Missouri
-$1.64M -82,228 Closed
CCM
137
Cadence Capital Management
Massachusetts
-$989K -49,603 Closed
American Century Companies
138
American Century Companies
Missouri
-$866K -43,451 Closed
Jacobs Levy Equity Management
139
Jacobs Levy Equity Management
New Jersey
-$633K -31,740 Closed
KJHP
140
K.J. Harrison & Partners
Ontario, Canada
-$596K -29,900 Closed
EMG
141
Ellington Management Group
Connecticut
-$508K -25,500 Closed
HHC
142
Hutchin Hill Capital
New York
-$301K -15,100 Closed
PTC
143
Petrus Trust Company
Texas
-$244K -12,252 Closed
Citadel Advisors
144
Citadel Advisors
Florida
-$242K -12,134 Closed
NC
145
Northpointe Capital
Michigan
-$20K -1,000 Closed
SPIA
146
Steward Partners Investment Advisory
New York
+$158 +7 New

HZN Hedge Fund Activity: Q4 2016 in Review

135 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Horizon Global Corporation (HZN) for Q4 2016, worth a combined $394M — up 24% from $319M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new HZN positions and 12 closed out — a net gain of 24 holders — while 35 added to existing stakes and 50 trimmed.

The largest buyer was Lexington Advisors, opening a new position worth an estimated $12M. The largest seller was Royal Bank of Canada, cutting an estimated $8.14M.

  • 135 institutional investors held Horizon Global Corporation (HZN) as of Q4 2016, up from 112 in Q3 2016.
  • Funds reported $394M of Horizon Global Corporation stock for Q4 2016, up 24% quarter-over-quarter.
  • 36 funds opened new Horizon Global Corporation positions in Q4 2016 and 12 closed out, a net change of +24 holders.
  • The largest Horizon Global Corporation buyer in Q4 2016 was Lexington Advisors, an estimated $12M added.
  • The largest Horizon Global Corporation seller in Q4 2016 was Royal Bank of Canada, an estimated $8.14M sold.

Based on aggregated 13F filings for Q4 2016.