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MTCN

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

Delisted

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

32 hedge funds and large institutions have $359M invested in ARCELORMITTAL 6% MANDATORILTY CONV SUB NT DUE 2016 (LUX) in 2015 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

23% less capital invested

Capital invested by funds: $464M → $359M (-$105M)

24% less funds holding

Funds holding: 4232 (-10)

83% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 12

Holders
32
Holders Change
-10
Holders Change %
-23.81%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
11
Reduced
12
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
1
Loomis, Sayles & Company
Massachusetts
$58M -$1.27M -154,649 -1%
HI
2
HBK Investments
Texas
$50.9M +$11.4M +1,378,546 +21%
BFA
3
BlackRock Fund Advisors
California
$49.5M +$3.28M +398,475 +6%
SC
4
Sculptor Capital
New York
$38.4M -$33.7M -4,090,497 Closed
Wells Fargo
5
Wells Fargo
California
$26.3M +$18.2M +2,208,025 +121%
CAM
6
Camden Asset Management
California
$26.3M -$13.9M -1,692,200 -29%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$24.1M
MTCM
8
Mint Tower Capital Management
Netherlands
$16.2M
Allianz Asset Management
9
Allianz Asset Management
Germany
$15.3M -$13.5M -1,637,600 -41%
UBS Group
10
UBS Group
Switzerland
$10.7M -$1.39M -168,919 Closed
WAM
11
Wolverine Asset Management
Illinois
$8.29M +$4.74M +575,449 +82%
ICM
12
Ionic Capital Management
New York
$7.36M -$1.71M -207,892 -16%
Bank of America
13
Bank of America
North Carolina
$4.89M +$3.93M +476,560 +174%
AIM
14
Assured Investment Management
New York
$4.11M +$1.24M +150,000 +31%
GXMC
15
Global X Management Company
New York
$4.04M -$804K -97,626 -14%
Goldman Sachs
16
Goldman Sachs
New York
$3.02M +$1.53M +185,930 +67%
WRF
17
Waddell & Reed Financial
Kansas
$2.53M
JP Morgan Chase
18
JP Morgan Chase
New York
$2.17M -$573K -69,525 -17%
PI
19
Putnam Investments
Massachusetts
$1.5M
WCM
20
Waterstone Capital Management
Minnesota
$1.37M
GP
21
GLG Partners
United Kingdom
$1.31M
Credit Agricole
22
Credit Agricole
France
$822K -$3.83M -464,401 -79%
OFG
23
OTA Financial Group
New York
$804K +$807K +97,918 New
Deutsche Bank
24
Deutsche Bank
Germany
$748K +$947K +115,000 +230,000%
CCM
25
Cutler Capital Management
Massachusetts
$224K

MTCN Hedge Fund Activity: Q4 2015 in Review

32 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in ARCELORMITTAL 6% MANDATORILTY CONV SUB NT DUE 2016 (LUX) (MTCN) for Q4 2015, worth a combined $359M — down 23% from $464M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of MTCN and 2 opened new positions — a net loss of 10 holders — while 12 trimmed existing stakes and 11 added.

The largest buyer was Wells Fargo, adding an estimated $18.2M. The largest seller was Sculptor Capital, exiting entirely with an estimated $33.7M sold.

  • 32 institutional investors held ARCELORMITTAL 6% MANDATORILTY CONV SUB NT DUE 2016 (LUX) (MTCN) as of Q4 2015, down from 42 in Q3 2015.
  • Funds reported $359M of ARCELORMITTAL 6% MANDATORILTY CONV SUB NT DUE 2016 (LUX) stock for Q4 2015, down 23% quarter-over-quarter.
  • 2 funds opened new ARCELORMITTAL 6% MANDATORILTY CONV SUB NT DUE 2016 (LUX) positions in Q4 2015 and 12 closed out, a net change of -10 holders.
  • The largest ARCELORMITTAL 6% MANDATORILTY CONV SUB NT DUE 2016 (LUX) buyer in Q4 2015 was Wells Fargo, an estimated $18.2M added.
  • The largest ARCELORMITTAL 6% MANDATORILTY CONV SUB NT DUE 2016 (LUX) seller in Q4 2015 was Sculptor Capital, an estimated $33.7M sold.

Based on aggregated 13F filings for Q4 2015.