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Nordic American Tanker

194 hedge funds and large institutions have $417M invested in Nordic American Tanker in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 81 increasing their positions, 42 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 42

10% more capital invested

Capital invested by funds: $378M → $417M (+$38.8M)

3.6% more ownership

Funds ownership: 43.85%47.45% (+3.6%)

1% more funds holding

Funds holding: 192194 (+2)

8% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 37

48% less call options, than puts

Call options by funds: $9.34M | Put options by funds: $18M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
194
Holders Change
+2
Holders Change %
+1.04%
% of All Funds
2.83%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
40
Increased
81
Reduced
42
Closed
37
Calls
$9.34M
Puts
$18M
Net Calls
-$8.65M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Apollon Wealth Management
South Carolina
$138K +$28.8K +6,768 +26%
CTWM
102
Cherry Tree Wealth Management
Minnesota
$133K -$17K -4,000 -11%
MM
103
MQS Management
New York
$127K +$128K +30,208 New
SOW
104
State of Wyoming
Wyoming
$116K -$190K -44,710 -62%
Principal Financial Group
105
Principal Financial Group
Iowa
$109K -$18.3K -4,311 -14%
DT
106
Diversified Trust
Tennessee
$106K +$108K +25,320 New
CA
107
CoreCap Advisors
Michigan
$105K +$107K +25,065 New
GC
108
Gould Capital
Washington
$104K +$3.01K +707 +3%
Legal & General Group
109
Legal & General Group
United Kingdom
$102K +$11.7K +2,750 +13%
HNB
110
Huntington National Bank
Ohio
$99.6K
GLA
111
Good Life Advisors
Pennsylvania
$97.3K +$2.45K +575 +3%
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
$95K +$15.5K +3,642 +19%
Wealth Enhancement Advisory Services
113
Wealth Enhancement Advisory Services
Minnesota
$93.8K +$15.6K +3,663 +20%
FFG
114
Fortem Financial Group
California
$91.5K +$2.89K +680 +3%
Franklin Resources
115
Franklin Resources
California
$90K -$429K -100,800 -82%
DC
116
Diametric Capital
Massachusetts
$88.1K +$89.2K +20,980 New
Fisher Asset Management
117
Fisher Asset Management
Washington
$86.1K +$87.2K +20,489 New
Belvedere Trading
118
Belvedere Trading
Illinois
$85.9K +$87K +20,452 New
AIP
119
Ameritas Investment Partners
Nebraska
$85.7K
MC
120
Moors & Cabot
Massachusetts
$84.6K -$95.2K -22,375 -53%
ACM
121
Alpha Capital Management
Texas
$84K
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$82.3K +$1.12K +264 +1%
FDCDDQ
123
Federation des caisses Desjardins du Quebec
Quebec, Canada
$80.7K +$81.7K +19,218 New
AB
124
Amalgamated Bank
New York
$78K -$9.46K -2,225 -11%
SSG
125
Summit Securities Group
New York
$77K -$706K -166,000 -90%

NAT Hedge Fund Activity: Q4 2023 in Review

194 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nordic American Tanker (NAT) for Q4 2023, worth a combined $417M — up 10% from $378M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NAT positions and 37 closed out — a net gain of 3 holders — while 81 added to existing stakes and 42 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $29.9M. The largest seller was Marshall Wace, cutting an estimated $18.7M.

  • 194 institutional investors held Nordic American Tanker (NAT) as of Q4 2023, up from 192 in Q3 2023.
  • Funds reported $417M of Nordic American Tanker stock for Q4 2023, up 10% quarter-over-quarter.
  • 40 funds opened new Nordic American Tanker positions in Q4 2023 and 37 closed out, a net change of +3 holders.
  • The largest Nordic American Tanker buyer in Q4 2023 was Morgan Stanley, an estimated $29.9M added.
  • The largest Nordic American Tanker seller in Q4 2023 was Marshall Wace, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2023.