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Innospec

219 hedge funds and large institutions have $2.45B invested in Innospec in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 95 increasing their positions, 82 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 82

6% more capital invested

Capital invested by funds: $2.32B → $2.45B (+$131M)

0.51% more ownership

Funds ownership: 95.88%96.39% (+0.51%)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

2% less funds holding

Funds holding: 223219 (-4)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

95% less call options, than puts

Call options by funds: $10K | Put options by funds: $205K

Holders
219
Holders Change
-4
Holders Change %
-1.79%
% of All Funds
3.49%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
95
Reduced
82
Closed
14
Calls
$10K
Puts
$205K
Net Calls
-$195K
Net Calls Change
+$299K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
176
US Bancorp
Minnesota
$117K -$47K -437 -28%
EI
177
Ellevest Inc
New York
$104K
S
178
SignatureFD
Georgia
$94.7K -$5.49K -51 -5%
TFA
179
Toth Financial Advisory
Virginia
$93.9K
HPC
180
HM Payson & Co
Maine
$93.3K
PI
181
PEAK6 Investments
Illinois
$84.2K +$88.2K +820 New
NA
182
NewEdge Advisors
Louisiana
$70.3K -$30.8K -286 -29%
QCG
183
Quadrant Capital Group
Ohio
$52.4K -$7.75K -72 -12%
C
184
Covestor
United Kingdom
$47K +$8.18K +76 +20%
AF
185
Allworth Financial
California
$41.1K
PI
186
PineBridge Investments
New York
$39.4K
GRP
187
Global Retirement Partners
California
$30.1K +$5.92K +55 +22%
WPA
188
West Paces Advisors
Georgia
$29.8K +$31.2K +290 New
BAM
189
Belpointe Asset Management
Nevada
$28.1K +$20.4K +190 +226%
SOW
190
State of Wyoming
Wyoming
$27.7K +$29.1K +270 New
PA
191
Parallel Advisors
California
$26.6K -$6.46K -60 -19%
ASN
192
Advisory Services Network
Georgia
$22.3K -$29.6K -275 -56%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$22K -$8.39K -78 -27%
LC
194
Lindbrook Capital
California
$13.7K
MCM
195
Manchester Capital Management
Vermont
$10.5K
PFBT
196
Parkside Financial Bank & Trust
Missouri
$8.32K
TWA
197
TCI Wealth Advisors
Arizona
$5.54K
VCM
198
Versant Capital Management
Arizona
$5.47K -$12.2K -113 -68%
FHA
199
First Horizon Advisors
Tennessee
$5.44K
BIA
200
Bell Investment Advisors
California
$4.11K -$430 -4 -9%