NewMarket
240 hedge funds and large institutions have $2.93B invested in NewMarket in 2014 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 106 reducing their positions, and 21 closing their positions.
67% more call options, than puts
Call options by funds: $12.5M | Put options by funds: $7.47M
19% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 21
4% more capital invested
Capital invested by funds: $2.83B → $2.93B (+$102M)
1% more funds holding
Funds holding: 238 → 240 (+2)
0.83% less ownership
Funds ownership: 58.84% → 58.01% (-0.83%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
51% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 106
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$26.1M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$12.9M |
| 3 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$8.53M |
| 4 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
+$6.32M |
| 5 |
Renaissance Technologies
New York
|
+$4.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$20.1M |
| 2 |
D.E. Shaw & Co
New York
|
-$15.5M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$8.89M |
| 4 |
Neuberger Berman Group
New York
|
-$8.28M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$8.08M |
NEU Hedge Fund Activity: Q4 2014 in Review
240 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in NewMarket (NEU) for Q4 2014, worth a combined $2.93B — up 3.6% from $2.83B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new NEU positions and 21 closed out — a net gain of 4 holders — while 52 added to existing stakes and 106 trimmed.
The largest buyer was Bank of America, adding an estimated $26.1M. The largest seller was JP Morgan Chase, cutting an estimated $20.1M.
- 240 institutional investors held NewMarket (NEU) as of Q4 2014, up from 238 in Q3 2014.
- Funds reported $2.93B of NewMarket stock for Q4 2014, up 3.6% quarter-over-quarter.
- 25 funds opened new NewMarket positions in Q4 2014 and 21 closed out, a net change of +4 holders.
- The largest NewMarket buyer in Q4 2014 was Bank of America, an estimated $26.1M added.
- The largest NewMarket seller in Q4 2014 was JP Morgan Chase, an estimated $20.1M sold.
Based on aggregated 13F filings for Q4 2014.