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Nordic American Tanker

111 hedge funds and large institutions have $233M invested in Nordic American Tanker in 2014 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

30% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 30

5% more funds holding

Funds holding: 106111 (+5)

3% more capital invested

Capital invested by funds: $226M → $233M (+$6.41M)

0.46% more ownership

Funds ownership: 31.81%32.27% (+0.46%)

43% less call options, than puts

Call options by funds: $7.21M | Put options by funds: $12.7M

Holders
111
Holders Change
+5
Holders Change %
+4.72%
% of All Funds
3.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
39
Reduced
30
Closed
21
Calls
$7.21M
Puts
$12.7M
Net Calls
-$5.48M
Net Calls Change
-$3.88M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
76
B. Riley Wealth Advisors
Florida
$171K -$12.4K -1,225 -6%
DADC
77
D.A. Davidson & Co
Montana
$164K +$25.3K +2,505 +17%
Janney Montgomery Scott
78
Janney Montgomery Scott
Pennsylvania
$160K +$168K +16,655 New
VKH
79
Virtu KCG Holdings
New York
$156K +$163K +16,178 New
Verition Fund Management
80
Verition Fund Management
Connecticut
$148K +$155K +15,332 New
SCM
81
Stevens Capital Management
Pennsylvania
$140K +$147K +14,532 New
TAM
82
Telluride Asset Management
Minnesota
$136K +$143K +14,123 New
SCA
83
SAC Capital Advisors
Connecticut
$136K +$143K +14,176 New
JP Morgan Chase
84
JP Morgan Chase
New York
$119K -$55.7K -5,519 -31%
AL
85
Airain Ltd
Guernsey
$107K +$112K +11,116 New
AG
86
Aperio Group
California
$103K +$108K +10,674 New
WT
87
Wilmington Trust
Delaware
$100K -$20.6K -2,044 -16%
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$99K +$103K +10,237 New
SWA
89
SFMG Wealth Advisors
Texas
$98K
HCC
90
Hirtle Callaghan & Co
Pennsylvania
$89K -$46.4K -4,600 -33%
WA
91
WFG Advisors
Texas
$78K +$32.6K +3,230 +67%
LTFS
92
Ladenburg Thalmann Financial Services
Florida
$41K +$2.18K +216 +5%
PCM
93
Prelude Capital Management
New York
$33K +$34.2K +3,383 New
WTC
94
WhitTier Trust Company
Nevada
$28K +$29.6K +2,932 New
STC
95
SEI Trust Company
Pennsylvania
$26K +$26.8K +2,657 New
PG
96
PEAK6 Group
Illinois
$25K -$303K -30,003 -92%
Creative Planning
97
Creative Planning
Kansas
$25K +$3.94K +390 +18%
CFA
98
Carroll Financial Associates
North Carolina
$20K
BlackRock
99
BlackRock
New York
$18K
TDC
100
Thompson Davis & Co
Virginia
$15K +$15.5K +1,533 New

NAT Hedge Fund Activity: Q1 2014 in Review

111 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Nordic American Tanker (NAT) for Q1 2014, worth a combined $233M — up 2.8% from $226M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new NAT positions and 21 closed out — a net gain of 7 holders — while 39 added to existing stakes and 30 trimmed.

The largest buyer was Overbrook Management Corp, opening a new position worth an estimated $4.7M. The largest seller was Susquehanna International Group, cutting an estimated $3.57M.

  • 111 institutional investors held Nordic American Tanker (NAT) as of Q1 2014, up from 106 in Q4 2013.
  • Funds reported $233M of Nordic American Tanker stock for Q1 2014, up 2.8% quarter-over-quarter.
  • 28 funds opened new Nordic American Tanker positions in Q1 2014 and 21 closed out, a net change of +7 holders.
  • The largest Nordic American Tanker buyer in Q1 2014 was Overbrook Management Corp, an estimated $4.7M added.
  • The largest Nordic American Tanker seller in Q1 2014 was Susquehanna International Group, an estimated $3.57M sold.

Based on aggregated 13F filings for Q1 2014.