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Innospec

185 hedge funds and large institutions have $994M invested in Innospec in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 75 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $4K | Put options by funds: $1K

6% more capital invested

Capital invested by funds: $938M → $994M (+$55.5M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 191185 (-6)

15% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 75

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

Holders
185
Holders Change
-6
Holders Change %
-3.14%
% of All Funds
4.94%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
64
Reduced
75
Closed
28
Calls
$4K
Puts
$1K
Net Calls
+$3K
Net Calls Change
-$210K
Name Holding Trade Value Shares
Change
Change in
Stake
MSA
151
Mason Street Advisors
Wisconsin
$216K +$19.8K +418 +10%
TI
152
Trexquant Investment
Connecticut
$215K -$105K -2,214 -32%
Squarepoint
153
Squarepoint
New York
$205K -$142K -3,000 -40%
AG
154
Aperio Group
California
$203K +$209K +4,409 New
PCM
155
Prelude Capital Management
New York
$191K +$196K +4,144 New
Schroder Investment Management Group
156
Schroder Investment Management Group
United Kingdom
$184K -$8.73M -184,600 -98%
Teacher Retirement System of Texas
157
Teacher Retirement System of Texas
Texas
$156K +$19.4K +411 +14%
PI
158
PineBridge Investments
New York
$140K +$5.01K +106 +4%
Barclays
159
Barclays
United Kingdom
$115K -$287K -6,070 -71%
QT
160
Quantbot Technologies
New York
$115K -$71.5K -1,511 -38%
TRCT
161
Tower Research Capital (TRC)
New York
$111K +$110K +2,331 +2,914%
Victory Capital Management
162
Victory Capital Management
Texas
$98K +$43.9K +927 +77%
AIM
163
Acrospire Investment Management
Illinois
$87K +$23.7K +500 +36%
RCM
164
Riverhead Capital Management
Delaware
$86K -$140K -2,958 -50%
Ohio Public Employees Retirement System (OPERS)
165
Ohio Public Employees Retirement System (OPERS)
Ohio
$69K +$2.08K +44 +3%
LIA
166
LS Investment Advisors
Michigan
$39K +$3.08K +65 +8%
MOACM
167
Mutual of America Capital Management
New York
$34K
US Bancorp
168
US Bancorp
Minnesota
$32K +$30.8K +651 +1,276%
BFEC
169
Benjamin F. Edwards & Company
Missouri
$28K +$28.6K +604 New
DADC
170
D.A. Davidson & Co
Montana
$27K -$1.8K -38 -6%
Zurich Cantonal Bank
171
Zurich Cantonal Bank
Switzerland
$26K
BG
172
Bollard Group
Massachusetts
$23K
PAM
173
Paradigm Asset Management
New York
$16.1K
AG
174
Advisor Group
Arizona
$15K +$15.8K +333 New
NFG
175
Next Financial Group
Texas
$13K

IOSP Hedge Fund Activity: Q2 2016 in Review

185 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Innospec (IOSP) for Q2 2016, worth a combined $994M — up 5.9% from $938M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of IOSP and 23 opened new positions — a net loss of 5 holders — while 75 trimmed existing stakes and 64 added.

The largest buyer was Wells Fargo, adding an estimated $9.12M. The largest seller was Royce & Associates, cutting an estimated $17.4M.

  • 185 institutional investors held Innospec (IOSP) as of Q2 2016, down from 191 in Q1 2016.
  • Funds reported $994M of Innospec stock for Q2 2016, up 5.9% quarter-over-quarter.
  • 23 funds opened new Innospec positions in Q2 2016 and 28 closed out, a net change of -5 holders.
  • The largest Innospec buyer in Q2 2016 was Wells Fargo, an estimated $9.12M added.
  • The largest Innospec seller in Q2 2016 was Royce & Associates, an estimated $17.4M sold.

Based on aggregated 13F filings for Q2 2016.