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NewMarket

244 hedge funds and large institutions have $3.05B invested in NewMarket in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 88 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 76

7% more capital invested

Capital invested by funds: $2.87B → $3.05B (+$186M)

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.18% less ownership

Funds ownership: 57.05%56.87% (-0.18%)

2% less funds holding

Funds holding: 249244 (-5)

33% less call options, than puts

Call options by funds: $4.8M | Put options by funds: $7.11M

Holders
244
Holders Change
-5
Holders Change %
-2.01%
% of All Funds
6.07%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
24
Increased
88
Reduced
76
Closed
22
Calls
$4.8M
Puts
$7.11M
Net Calls
-$2.31M
Net Calls Change
-$2.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$685M -$48.7M -111,199 -7%
LCOV
2
London Company of Virginia
Virginia
$607M -$10.2M -23,334 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$389M +$57.1M +130,543 +18%
BlackRock
4
BlackRock
New York
$324M +$311M +709,553 +12,325%
State Street
5
State Street
Massachusetts
$103M +$2.5M +5,710 +3%
Northern Trust
6
Northern Trust
Illinois
$52.4M +$409K +934 +0.8%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$49.3M +$2.01M +4,597 +4%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$41.3M -$201K -459 -0.5%
Norges Bank
9
Norges Bank
Norway
$39.7M +$213K +486 +0.6%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$35.3M +$519K +1,185 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$31.5M +$2.85M +6,514 +10%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$30.7M -$8.49M -19,385 -22%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$29.8M +$1.26M +2,883 +5%
Ameriprise
14
Ameriprise
Minnesota
$27.1M +$594K +1,358 +2%
CCM
15
Copeland Capital Management
Pennsylvania
$18.5M -$3.71M -8,479 -17%
Goldman Sachs
16
Goldman Sachs
New York
$18M -$2.54M -5,793 -13%
Charles Schwab
17
Charles Schwab
California
$17.7M +$1.33M +3,046 +8%
Principal Financial Group
18
Principal Financial Group
Iowa
$17.1M +$285K +651 +2%
BC
19
Burney Company
Virginia
$16.8M -$940K -2,148 -5%
HCM
20
Herndon Capital Management
Georgia
$16.7M -$2.5M -5,713 -13%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$15.5M -$788K -1,800 -5%
Morgan Stanley
22
Morgan Stanley
New York
$13.8M +$1.52M +3,465 +13%
AP
23
Archon Partners
New Jersey
$13.6M
Nordea Investment Management
24
Nordea Investment Management
Sweden
$13.6M +$131K +300 +1%
Wells Fargo
25
Wells Fargo
California
$13.3M -$1.02M -2,331 -7%

NEU Hedge Fund Activity: Q1 2017 in Review

244 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in NewMarket (NEU) for Q1 2017, worth a combined $3.05B — up 6.5% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NEU positions and 22 closed out — a net gain of 2 holders — while 88 added to existing stakes and 76 trimmed.

The largest buyer was BlackRock, adding an estimated $311M. The largest seller was Bank of America, cutting an estimated $48.7M.

  • 244 institutional investors held NewMarket (NEU) as of Q1 2017, down from 249 in Q4 2016.
  • Funds reported $3.05B of NewMarket stock for Q1 2017, up 6.5% quarter-over-quarter.
  • 24 funds opened new NewMarket positions in Q1 2017 and 22 closed out, a net change of +2 holders.
  • The largest NewMarket buyer in Q1 2017 was BlackRock, an estimated $311M added.
  • The largest NewMarket seller in Q1 2017 was Bank of America, an estimated $48.7M sold.

Based on aggregated 13F filings for Q1 2017.