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Innospec

189 hedge funds and large institutions have $1.47B invested in Innospec in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 74 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

3% more funds holding

Funds holding: 184189 (+5)

1.33% less ownership

Funds ownership: 95.81%94.48% (-1.3%)

19% less capital invested

Capital invested by funds: $1.81B → $1.47B (-$342M)

24% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 74

95% less call options, than puts

Call options by funds: $298K | Put options by funds: $6.03M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
189
Holders Change
+5
Holders Change %
+2.72%
% of All Funds
3.81%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
56
Reduced
74
Closed
17
Calls
$298K
Puts
$6.03M
Net Calls
-$5.74M
Net Calls Change
-$6.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$8.76M +$2.12M +28,602 +26%
Ameriprise
27
Ameriprise
Minnesota
$8.25M -$1.43M -19,251 -13%
Goldman Sachs
28
Goldman Sachs
New York
$6.03M +$3.74M +50,420 +113%
KMC
29
Kirr Marbach & Co
Indiana
$6.02M -$473K -6,363 -6%
State of Wisconsin Investment Board
30
State of Wisconsin Investment Board
Wisconsin
$5.72M
NIMC
31
NWQ Investment Management Company
California
$5.64M +$358K +4,825 +6%
Invesco
32
Invesco
Georgia
$5.11M -$1.23M -16,510 -17%
Legal & General Group
33
Legal & General Group
United Kingdom
$4.93M -$142K -1,907 -2%
UBS Group
34
UBS Group
Switzerland
$4.86M +$1.69M +22,741 +42%
AAMU
35
Amundi Asset Management US
Massachusetts
$4.7M +$341K +4,590 +7%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$4.55M -$303K -4,082 -5%
JP Morgan Chase
37
JP Morgan Chase
New York
$4.4M -$755K -10,161 -13%
Morgan Stanley
38
Morgan Stanley
New York
$4.24M -$441K -5,940 -8%
KCM
39
Kennedy Capital Management
Missouri
$4.09M +$1.99M +26,795 +71%
Renaissance Technologies
40
Renaissance Technologies
New York
$3.93M +$4.29M +57,800 +1,376%
MIP
41
Mondrian Investment Partners
United Kingdom
$3.86M
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$3.57M +$111K +1,500 +3%
Swiss National Bank
43
Swiss National Bank
Switzerland
$3.53M +$66.8K +900 +2%
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.44M -$34.9K -470 -0.9%
MOACM
45
Mutual of America Capital Management
New York
$3.33M -$467K -6,289 -11%
PPA
46
Parametric Portfolio Associates
Washington
$3.32M +$254K +3,417 +7%
HCM
47
Huber Capital Management
California
$2.78M -$2.83M -38,146 -47%
ZIC
48
ZWJ Investment Counsel
Georgia
$2.68M -$151K -2,036 -5%
Assenagon Asset Management
49
Assenagon Asset Management
Luxembourg
$2.61M -$1.89M -25,500 -38%
TAM
50
Tocqueville Asset Management
New York
$2.56M +$3M +40,375 New

IOSP Hedge Fund Activity: Q3 2020 in Review

189 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Innospec (IOSP) for Q3 2020, worth a combined $1.47B — down 19% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IOSP positions and 17 closed out — a net gain of 5 holders — while 56 added to existing stakes and 74 trimmed.

The largest buyer was Wells Fargo, adding an estimated $14.5M. The largest seller was Fidelity Investments, cutting an estimated $24.6M.

  • 189 institutional investors held Innospec (IOSP) as of Q3 2020, up from 184 in Q2 2020.
  • Funds reported $1.47B of Innospec stock for Q3 2020, down 19% quarter-over-quarter.
  • 22 funds opened new Innospec positions in Q3 2020 and 17 closed out, a net change of +5 holders.
  • The largest Innospec buyer in Q3 2020 was Wells Fargo, an estimated $14.5M added.
  • The largest Innospec seller in Q3 2020 was Fidelity Investments, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2020.