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NewMarket

296 hedge funds and large institutions have $3.03B invested in NewMarket in 2019 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 97 increasing their positions, 93 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

7% more call options, than puts

Call options by funds: $12.1M | Put options by funds: $11.3M

5% more capital invested

Capital invested by funds: $2.9B → $3.03B (+$132M)

4% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 93

0.79% more ownership

Funds ownership: 54.9%55.7% (+0.79%)

0% more funds holding

Funds holding: 295296 (+1)

Holders
296
Holders Change
+1
Holders Change %
+0.34%
% of All Funds
5.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
38
Increased
97
Reduced
93
Closed
27
Calls
$12.1M
Puts
$11.3M
Net Calls
+$778K
Net Calls Change
-$7.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
251
Fifth Third Bancorp
Ohio
$73K -$4.81K -10 -6%
BFEC
252
Benjamin F. Edwards & Company
Missouri
$69K
OAM
253
Oppenheimer Asset Management
New York
$69K +$2.41K +5 +4%
AAP
254
Arax Advisory Partners
Colorado
$65K
EIP
255
Ellis Investment Partners
Pennsylvania
$51K
PCG
256
Private Capital Group
Connecticut
$51K +$27.9K +58 +123%
SPIA
257
Steward Partners Investment Advisory
New York
$50K -$962 -2 -2%
TPCW
258
TD Private Client Wealth
New York
$49.6K +$49.1K +102 New
PC
259
Permanens Capital
New York
$49K +$48.1K +100 New
APW
260
Acima Private Wealth
Virginia
$39K +$38.5K +80 New
GDP
261
Great Diamond Partners
Maine
$36K +$35.6K +74 New
WAP
262
Wealthcare Advisory Partners
Pennsylvania
$34K
ClearBridge Investments
263
ClearBridge Investments
New York
$33K +$32.7K +68 New
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$32K
WQ
265
Wealth Quarterback
New Jersey
$30.9K +$30.8K +64 New
BFC
266
Bedel Financial Consulting
Indiana
$30K
BBHC
267
Brown Brothers Harriman & Co
New York
$29K
SFS
268
Sowell Financial Services
Arkansas
$23K -$1.44K -3 -6%
US Bancorp
269
US Bancorp
Minnesota
$23K
BCA
270
Berman Capital Advisors
Georgia
$21K
GWS
271
Glassman Wealth Services
Virginia
$19K
LC
272
Lindbrook Capital
California
$17K
CFN
273
Cordasco Financial Network
Florida
$15K
RMC
274
Resources Management Corp
Connecticut
$15K
HWA
275
Heritage Wealth Advisors
Virginia
$14.1K

NEU Hedge Fund Activity: Q4 2019 in Review

296 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in NewMarket (NEU) for Q4 2019, worth a combined $3.03B — up 4.6% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new NEU positions and 27 closed out — a net gain of 11 holders — while 97 added to existing stakes and 93 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $44.2M. The largest seller was Morgan Stanley, cutting an estimated $32M.

  • 296 institutional investors held NewMarket (NEU) as of Q4 2019, up from 295 in Q3 2019.
  • Funds reported $3.03B of NewMarket stock for Q4 2019, up 4.6% quarter-over-quarter.
  • 38 funds opened new NewMarket positions in Q4 2019 and 27 closed out, a net change of +11 holders.
  • The largest NewMarket buyer in Q4 2019 was AQR Capital Management, an estimated $44.2M added.
  • The largest NewMarket seller in Q4 2019 was Morgan Stanley, an estimated $32M sold.

Based on aggregated 13F filings for Q4 2019.