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MTCN

ARCELORMITTAL 6% MANDATORILTY CONV SUB NT DUE 2016 (LUX)

Delisted

MTCN was delisted on the 8th of January, 2016.

47 hedge funds and large institutions have $1.15B invested in ARCELORMITTAL 6% MANDATORILTY CONV SUB NT DUE 2016 (LUX) in 2013 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $929M → $1.15B (+$220M)

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

4% less funds holding

Funds holding: 4947 (-2)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
1.52%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
8
Increased
17
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ICM
1
Ionic Capital Management
New York
$134M +$1.37M +65,102 +1%
BFA
2
BlackRock Fund Advisors
California
$116M -$15.1M -713,329 -12%
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$87.9M +$24.3M +1,150,682 +22%
DCM
4
Discovery Capital Management
Connecticut
$76.9M
DKCM
5
Davidson Kempner Capital Management
New York
$62.3M
CAM
6
Camden Asset Management
California
$59.5M -$9.33M -441,881 -14%
Goldman Sachs
7
Goldman Sachs
New York
$52.5M -$19.3M -914,298 -27%
BPGAM
8
BTG Pactual Global Asset Management
Bermuda
$47.3M -$46.5M -2,200,000 Closed
Franklin Resources
9
Franklin Resources
California
$43.3M -$42.2M -2,000,000 Closed
SC
10
Sculptor Capital
New York
$39.1M +$27.7M +1,309,787 +257%
JP Morgan Chase
11
JP Morgan Chase
New York
$36.8M +$28.4K +1,343 +0.1%
Citadel Advisors
12
Citadel Advisors
Florida
$36.5M +$127 +6 +0%
Credit Agricole
13
Credit Agricole
France
$36.5M +$35.8M +1,696,509 New
AGC
14
Angelo Gordon & Co
New York
$22.2M
OCM
15
Oaktree Capital Management
California
$20M
Bank of America
16
Bank of America
North Carolina
$19.5M -$17.6M -835,350 -48%
Ameriprise
17
Ameriprise
Minnesota
$17.8M
PI
18
Putnam Investments
Massachusetts
$17.7M +$3.23M +153,056 +23%
SCM
19
Saba Capital Management
New York
$17.2M
Invesco
20
Invesco
Georgia
$16.3M +$16M +757,900 New
GH
21
GAM Holding
Switzerland
$16.2M -$10M -473,720 Closed
PG
22
PEAK6 Group
Illinois
$16.1M +$15.8M +750,000 +100%
FCAM
23
F&C Asset Management
United Kingdom
$16.1M +$792K +37,500 +5%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$12.2M
WAM
25
Wolverine Asset Management
Illinois
$11.3M -$498K -23,559 -4%

MTCN Hedge Fund Activity: Q3 2013 in Review

47 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in ARCELORMITTAL 6% MANDATORILTY CONV SUB NT DUE 2016 (LUX) (MTCN) for Q3 2013, worth a combined $1.15B — up 24% from $929M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of MTCN and 8 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 17 added.

The largest buyer was Sculptor Capital, adding an estimated $27.7M. The largest seller was BTG Pactual Global Asset Management, exiting entirely with an estimated $46.5M sold.

  • 47 institutional investors held ARCELORMITTAL 6% MANDATORILTY CONV SUB NT DUE 2016 (LUX) (MTCN) as of Q3 2013, down from 49 in Q2 2013.
  • Funds reported $1.15B of ARCELORMITTAL 6% MANDATORILTY CONV SUB NT DUE 2016 (LUX) stock for Q3 2013, up 24% quarter-over-quarter.
  • 8 funds opened new ARCELORMITTAL 6% MANDATORILTY CONV SUB NT DUE 2016 (LUX) positions in Q3 2013 and 10 closed out, a net change of -2 holders.
  • The largest ARCELORMITTAL 6% MANDATORILTY CONV SUB NT DUE 2016 (LUX) buyer in Q3 2013 was Sculptor Capital, an estimated $27.7M added.
  • The largest ARCELORMITTAL 6% MANDATORILTY CONV SUB NT DUE 2016 (LUX) seller in Q3 2013 was BTG Pactual Global Asset Management, an estimated $46.5M sold.

Based on aggregated 13F filings for Q3 2013.