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Innospec

239 hedge funds and large institutions have $3.1B invested in Innospec in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 98 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

7% more funds holding

Funds holding: 223239 (+16)

4% more capital invested

Capital invested by funds: $2.98B → $3.1B (+$115M)

0% more call options, than puts

Call options by funds: $13K | Put options by funds: $13K

0.66% less ownership

Funds ownership: 97.32%96.66% (-0.66%)

16% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 98

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
239
Holders Change
+16
Holders Change %
+7.17%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
29
Increased
82
Reduced
98
Closed
12
Calls
$13K
Puts
$13K
Net Calls
Net Calls Change
+$37K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
201
GAMMA Investing
California
$58.3K +$8.62K +71 +19%
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$56.9K +$54.6K +450 New
AF
203
Allworth Financial
California
$54.7K +$2.19K +18 +4%
AGWCA
204
Annis Gardner Whiting Capital Advisors
Florida
$44.9K +$42.3K +348 New
QCG
205
Quadrant Capital Group
Ohio
$42.3K +$1.58K +13 +4%
GRP
206
Global Retirement Partners
California
$26K -$2.19K -18 -8%
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$24K -$5.59K -46 -20%
SWS
208
SYSTM Wealth Solutions
Illinois
$22.6K +$1.94K +16 +10%
WPA
209
West Paces Advisors
Georgia
$19.3K
AWM
210
Avior Wealth Management
Nebraska
$18.6K +$17.5K +144 New
HCP
211
Hexagon Capital Partners
Arkansas
$16K +$15.1K +124 New
FIM
212
Fernwood Investment Management
Massachusetts
$15.7K +$14.8K +122 New
LC
213
Lindbrook Capital
California
$13.2K
C
214
Covestor
United Kingdom
$12K -$56K -461 -84%
EWA
215
EverSource Wealth Advisors
Alabama
$10.6K +$8.62K +71 +418%
QL
216
Quarry LP
New York
$7.22K +$6.8K +56 New
FHA
217
First Horizon Advisors
Tennessee
$6.83K
LFA
218
LGT Financial Advisors
Texas
$5.42K
Mitsubishi UFJ Asset Management
219
Mitsubishi UFJ Asset Management
Japan
$5.42K
Federated Hermes
220
Federated Hermes
Pennsylvania
$5.16K
Northwestern Mutual Wealth Management
221
Northwestern Mutual Wealth Management
Wisconsin
$5.16K +$2.43K +20 +100%
BIA
222
Bell Investment Advisors
California
$4.51K -$729 -6 -15%
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$3.61K +$486 +4 +17%
JWA
224
JFS Wealth Advisors
Pennsylvania
$2.71K
FMII
225
Farmers & Merchants Investments Inc
Nebraska
$2.32K -$121 -1 -5%

IOSP Hedge Fund Activity: Q1 2024 in Review

239 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innospec (IOSP) for Q1 2024, worth a combined $3.1B — up 3.8% from $2.98B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IOSP positions and 12 closed out — a net gain of 17 holders — while 82 added to existing stakes and 98 trimmed.

The largest buyer was Vanguard Group, adding an estimated $19.6M. The largest seller was Champlain Investment Partners, cutting an estimated $35.2M.

  • 239 institutional investors held Innospec (IOSP) as of Q1 2024, up from 223 in Q4 2023.
  • Funds reported $3.1B of Innospec stock for Q1 2024, up 3.8% quarter-over-quarter.
  • 29 funds opened new Innospec positions in Q1 2024 and 12 closed out, a net change of +17 holders.
  • The largest Innospec buyer in Q1 2024 was Vanguard Group, an estimated $19.6M added.
  • The largest Innospec seller in Q1 2024 was Champlain Investment Partners, an estimated $35.2M sold.

Based on aggregated 13F filings for Q1 2024.