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Innospec

168 hedge funds and large institutions have $1.06B invested in Innospec in 2015 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 66 increasing their positions, 51 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

86% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 21

29% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 51

11% more funds holding

Funds holding: 151168 (+17)

5% more capital invested

Capital invested by funds: $1.01B → $1.06B (+$52.2M)

34% less call options, than puts

Call options by funds: $522K | Put options by funds: $790K

Holders
168
Holders Change
+17
Holders Change %
+11.26%
% of All Funds
4.69%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.14%
New
39
Increased
66
Reduced
51
Closed
21
Calls
$522K
Puts
$790K
Net Calls
-$268K
Net Calls Change
-$135K
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Huber Capital Management
California
$92.9M +$13.9M +303,297 +18%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$81.5M -$40.3M -879,407 -33%
Vanguard Group
3
Vanguard Group
Pennsylvania
$81.5M +$11.3M +245,670 +16%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$73.4M +$10.6M +230,900 +17%
BFA
5
BlackRock Fund Advisors
California
$64.8M +$38.5M +840,796 +152%
RA
6
Royce & Associates
New York
$54.7M +$1.41M +30,662 +3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$47.4M +$3.29M +71,852 +8%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$43.7M -$9.39M -204,921 -18%
CIP
9
Champlain Investment Partners
Vermont
$42.1M +$12.2M +265,221 +41%
SBH
10
Segall Bryant & Hamill
Illinois
$27.9M -$858K -18,724 -3%
BIT
11
BlackRock Institutional Trust
California
$27.3M +$1.3M +28,346 +5%
American Century Companies
12
American Century Companies
Missouri
$24.8M -$5.54M -120,822 -18%
Wells Fargo
13
Wells Fargo
California
$24.3M -$6.05M -132,073 -20%
Ameriprise
14
Ameriprise
Minnesota
$23.3M +$10.7M +234,085 +88%
State Street
15
State Street
Massachusetts
$20.6M +$1.74M +37,927 +9%
LSV Asset Management
16
LSV Asset Management
Illinois
$15.7M +$754K +16,454 +5%
Norges Bank
17
Norges Bank
Norway
$15.5M +$1.49M +32,457 +11%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$15.2M +$6.59M +143,708 +78%
KMC
19
Kirr Marbach & Co
Indiana
$14.8M +$5.87K +128 +0%
TA
20
Teachers Advisors
New York
$13.7M
FWSM
21
First Wilshire Securities Management
California
$13.2M -$1.75M -38,185 -12%
Northern Trust
22
Northern Trust
Illinois
$12.7M -$4.4M -96,000 -26%
Prudential Financial
23
Prudential Financial
New Jersey
$10.2M +$2.46M +53,700 +32%
KCM
24
Kennedy Capital Management
Missouri
$10.2M -$1.89M -41,235 -16%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$9M +$555K +12,116 +7%

IOSP Hedge Fund Activity: Q3 2015 in Review

168 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Innospec (IOSP) for Q3 2015, worth a combined $1.06B — up 5.2% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IOSP positions and 21 closed out — a net gain of 18 holders — while 66 added to existing stakes and 51 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $38.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $40.3M.

  • 168 institutional investors held Innospec (IOSP) as of Q3 2015, up from 151 in Q2 2015.
  • Funds reported $1.06B of Innospec stock for Q3 2015, up 5.2% quarter-over-quarter.
  • 39 funds opened new Innospec positions in Q3 2015 and 21 closed out, a net change of +18 holders.
  • The largest Innospec buyer in Q3 2015 was BlackRock Fund Advisors, an estimated $38.5M added.
  • The largest Innospec seller in Q3 2015 was T. Rowe Price Associates, an estimated $40.3M sold.

Based on aggregated 13F filings for Q3 2015.