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MTCN

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

Delisted

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

39 hedge funds and large institutions have $786M invested in ARCELORMITTAL 6% MANDATORILTY CONV SUB NT DUE 2016 (LUX) in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less funds holding

Funds holding: 4139 (-2)

15% less capital invested

Capital invested by funds: $926M → $786M (-$140M)

27% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 15

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
1.04%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
5
Increased
11
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$136M -$39.8K -2,405 -0%
CAM
2
Camden Asset Management
California
$122M -$3.72M -225,000 -3%
BFA
3
BlackRock Fund Advisors
California
$105M +$10.6M +642,128 +10%
SC
4
Sculptor Capital
New York
$52M
ICM
5
Ionic Capital Management
New York
$46.1M -$25.1M -1,515,561 -33%
HI
6
HBK Investments
Texas
$45.6M +$49.6M +3,000,000 New
DKCM
7
Davidson Kempner Capital Management
New York
$37.8M
Franklin Resources
8
Franklin Resources
California
$32.6M
Credit Agricole
9
Credit Agricole
France
$29.4M +$2.01M +121,409 +7%
BG
10
BlackRock Group
United Kingdom
$17.2M -$800K -48,384 -4%
AIM
11
Assured Investment Management
New York
$14.3M +$15.7M +950,000 New
MSL
12
Mackay Shields LLC
New York
$13.6M
Deutsche Bank
13
Deutsche Bank
Germany
$11.4M -$9.11M -550,826 -42%
Citadel Advisors
14
Citadel Advisors
Florida
$10.6M -$9.09M -550,000 -44%
GXMC
15
Global X Management Company
New York
$10.4M +$3.22M +194,801 +39%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$10.3M
Fidelity Investments
17
Fidelity Investments
Massachusetts
$8.54M
VanEck Associates
18
VanEck Associates
New York
$8.49M +$2.42M +146,503 +35%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$7.73M +$113K +6,828 +1%
WAM
20
Wolverine Asset Management
Illinois
$7.61M -$744K -44,980 -8%
JP Morgan Chase
21
JP Morgan Chase
New York
$7.02M -$10.4M -626,110 -57%
CS
22
Credit Suisse
Switzerland
$6.89M +$5.17M +312,400 +213%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5.99M
EIA
24
Edgemoor Investment Advisors
Maryland
$5.37M -$208K -12,585 -3%
WRF
25
Waddell & Reed Financial
Kansas
$4.71M -$1.36M -82,340 -21%

MTCN Hedge Fund Activity: Q1 2015 in Review

39 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in ARCELORMITTAL 6% MANDATORILTY CONV SUB NT DUE 2016 (LUX) (MTCN) for Q1 2015, worth a combined $786M — down 15% from $926M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of MTCN and 5 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 11 added.

The largest buyer was HBK Investments, opening a new position worth an estimated $49.6M. The largest seller was Ionic Capital Management, cutting an estimated $25.1M.

  • 39 institutional investors held ARCELORMITTAL 6% MANDATORILTY CONV SUB NT DUE 2016 (LUX) (MTCN) as of Q1 2015, down from 41 in Q4 2014.
  • Funds reported $786M of ARCELORMITTAL 6% MANDATORILTY CONV SUB NT DUE 2016 (LUX) stock for Q1 2015, down 15% quarter-over-quarter.
  • 5 funds opened new ARCELORMITTAL 6% MANDATORILTY CONV SUB NT DUE 2016 (LUX) positions in Q1 2015 and 7 closed out, a net change of -2 holders.
  • The largest ARCELORMITTAL 6% MANDATORILTY CONV SUB NT DUE 2016 (LUX) buyer in Q1 2015 was HBK Investments, an estimated $49.6M added.
  • The largest ARCELORMITTAL 6% MANDATORILTY CONV SUB NT DUE 2016 (LUX) seller in Q1 2015 was Ionic Capital Management, an estimated $25.1M sold.

Based on aggregated 13F filings for Q1 2015.