We are live on ! Find out more
IOSP icon

Innospec

176 hedge funds and large institutions have $1.56B invested in Innospec in 2018 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 60 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

302% more call options, than puts

Call options by funds: $885K | Put options by funds: $220K

2% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 60

2% less capital invested

Capital invested by funds: $1.59B → $1.56B (-$27.1M)

1.46% less ownership

Funds ownership: 93.3%91.84% (-1.5%)

4% less funds holding

Funds holding: 184176 (-8)

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
176
Holders Change
-8
Holders Change %
-4.35%
% of All Funds
4.03%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
17
Increased
59
Reduced
60
Closed
23
Calls
$885K
Puts
$220K
Net Calls
+$665K
Net Calls Change
+$870K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$58K
LIA
152
LS Investment Advisors
Michigan
$49K
JIR
153
James Investment Research
Ohio
$46K
DVM
154
Dreman Value Management
Florida
$36K
TRCT
155
Tower Research Capital (TRC)
New York
$35K +$23.3K +335 +195%
SWA
156
Sutton Wealth Advisors
Florida
$28.7K +$5.7K +82 +24%
OIA
157
OneDigital Investment Advisors
Kansas
$28K
AG
158
Advisor Group
Arizona
$25K -$41.2K -593 -62%
MAM
159
Meeder Asset Management
Ohio
$17K
OSNBOA
160
Old Second National Bank of Aurora
Illinois
$16K
FHA
161
First Horizon Advisors
Tennessee
$10K -$6.61K -95 -40%
WTB
162
Washington Trust Bank
Washington
$9K +$8.97K +129 New
FMA
163
FNY Managed Accounts
New York
$8K +$8.21K +118 New
AWM
164
Avior Wealth Management
Nebraska
$7K
GAM
165
Guinness Asset Management
United Kingdom
$5K
IA
166
IFP Advisors
Florida
$3K
SWP
167
Stratos Wealth Partners
Ohio
$3K
WAM
168
Wealthspire Advisors (Maryland)
Maryland
$3K
DA
169
Denali Advisors
California
$2K -$2.5K -36 -52%
BFC
170
Bedel Financial Consulting
Indiana
$2K +$2.36K +34 New
PCG
171
Private Capital Group
Connecticut
$1K -$764K -10,984 -100%
DAM
172
Delta Asset Management
Tennessee
$1K
LTFS
173
Ladenburg Thalmann Financial Services
Florida
$1K
QCG
174
Quadrant Capital Group
Ohio
$1K
PFBT
175
Parkside Financial Bank & Trust
Missouri
$1K +$1.04K +15 +250%

IOSP Hedge Fund Activity: Q1 2018 in Review

176 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Innospec (IOSP) for Q1 2018, worth a combined $1.56B — down 1.7% from $1.59B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of IOSP and 17 opened new positions — a net loss of 6 holders — while 60 trimmed existing stakes and 59 added.

The largest buyer was Fidelity Investments, adding an estimated $34.6M. The largest seller was T. Rowe Price Associates, cutting an estimated $24M.

  • 176 institutional investors held Innospec (IOSP) as of Q1 2018, down from 184 in Q4 2017.
  • Funds reported $1.56B of Innospec stock for Q1 2018, down 1.7% quarter-over-quarter.
  • 17 funds opened new Innospec positions in Q1 2018 and 23 closed out, a net change of -6 holders.
  • The largest Innospec buyer in Q1 2018 was Fidelity Investments, an estimated $34.6M added.
  • The largest Innospec seller in Q1 2018 was T. Rowe Price Associates, an estimated $24M sold.

Based on aggregated 13F filings for Q1 2018.