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Nordic American Tanker

106 hedge funds and large institutions have $226M invested in Nordic American Tanker in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 22 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 22

42% more capital invested

Capital invested by funds: $159M → $226M (+$67M)

1.64% more ownership

Funds ownership: 30.17%31.81% (+1.6%)

5% less funds holding

Funds holding: 112106 (-6)

16% less call options, than puts

Call options by funds: $8.51M | Put options by funds: $10.1M

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
106
Holders Change
-6
Holders Change %
-5.36%
% of All Funds
3.08%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
54
Reduced
22
Closed
20
Calls
$8.51M
Puts
$10.1M
Net Calls
-$1.6M
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
76
Principal Financial Group
Iowa
$157K +$7.85K +949 +6%
DADC
77
D.A. Davidson & Co
Montana
$139K +$84.5K +10,214 +227%
HCC
78
Hirtle Callaghan & Co
Pennsylvania
$131K +$38.1K +4,600 +50%
WT
79
Wilmington Trust
Delaware
$118K
WSTAM
80
Wilbanks Smith & Thomas Asset Management
Virginia
$107K +$93K +11,243 New
WS
81
Wedbush Securities
California
$101K -$8.16K -986 -8%
SWA
82
SFMG Wealth Advisors
Texas
$97K -$4.23K -511 -5%
WA
83
WFG Advisors
Texas
$46K -$4.74K -573 -11%
TRCT
84
Tower Research Capital (TRC)
New York
$44K +$36.9K +4,459 +2,519%
LTFS
85
Ladenburg Thalmann Financial Services
Florida
$38K -$3.49K -422 -9%
PSI
86
Pinnacle Summer Investments
Virginia
$22K
Creative Planning
87
Creative Planning
Kansas
$21K -$852 -103 -4%
CFA
88
Carroll Financial Associates
North Carolina
$19K +$17.1K +2,066 New
BlackRock
89
BlackRock
New York
$17K
HNB
90
Huntington National Bank
Ohio
$16K
NES
91
New England Securities
New York
$15K +$1.2K +145 +10%
EWM
92
Elite Wealth Management
Washington
$10K +$8.46K +1,022 New
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$8.31K -$118K -14,239 -94%
CLOS
94
Compagnie Lombard Odier SCmA
Switzerland
$8K +$6.77K +818 New
RFA
95
Reilly Financial Advisors
California
$6K
Parallax Volatility Advisers
96
Parallax Volatility Advisers
California
$6K +$4.12K +498 +483%
US Bancorp
97
US Bancorp
Minnesota
$5K -$8.46K -1,022 -67%
FMII
98
Farmers & Merchants Investments Inc
Nebraska
$4K
PAS
99
Partnervest Advisory Services
California
$4K +$66 +8 +2%
AC
100
Alexandria Capital
Virginia
$2K

NAT Hedge Fund Activity: Q4 2013 in Review

106 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Nordic American Tanker (NAT) for Q4 2013, worth a combined $226M — up 42% from $159M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of NAT and 15 opened new positions — a net loss of 5 holders — while 22 trimmed existing stakes and 54 added.

The largest buyer was Marshall Wace North America, opening a new position worth an estimated $10.6M. The largest seller was Ameriprise, cutting an estimated $2.2M.

  • 106 institutional investors held Nordic American Tanker (NAT) as of Q4 2013, down from 112 in Q3 2013.
  • Funds reported $226M of Nordic American Tanker stock for Q4 2013, up 42% quarter-over-quarter.
  • 15 funds opened new Nordic American Tanker positions in Q4 2013 and 20 closed out, a net change of -5 holders.
  • The largest Nordic American Tanker buyer in Q4 2013 was Marshall Wace North America, an estimated $10.6M added.
  • The largest Nordic American Tanker seller in Q4 2013 was Ameriprise, an estimated $2.2M sold.

Based on aggregated 13F filings for Q4 2013.