Ingevity
NGVT
285 hedge funds and large institutions have $2.8B invested in Ingevity in 2020 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 69 increasing their positions, 113 reducing their positions, and 37 closing their positions.
52% more capital invested
Capital invested by funds: $1.85B → $2.8B (+$958M)
11% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 37
1% more funds holding
Funds holding: 283 → 285 (+2)
0.61% less ownership
Funds ownership: 90.54% → 89.93% (-0.61%)
7% less call options, than puts
Call options by funds: $3.73M | Put options by funds: $4M
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
39% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 113
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Ardevora Asset Management
London,
United Kingdom
|
+$23.8M |
| 2 |
BBCM
Broad Bay Capital Management
New York
|
+$14.8M |
| 3 |
JP Morgan Chase
New York
|
+$8.6M |
| 4 |
BNP Paribas Asset Management
Paris,
France
|
+$7.81M |
| 5 |
Morgan Stanley
New York
|
+$7.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$20.2M |
| 2 |
MRCP
Maple Rock Capital Partners
Toronto,
Ontario, Canada
|
-$13.9M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$11.3M |
| 4 |
Goldman Sachs
New York
|
-$9.99M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$9.37M |
NGVT Hedge Fund Activity: Q4 2020 in Review
285 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Ingevity (NGVT) for Q4 2020, worth a combined $2.8B — up 52% from $1.85B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new NGVT positions and 37 closed out — a net gain of 4 holders — while 69 added to existing stakes and 113 trimmed.
The largest buyer was Ardevora Asset Management, adding an estimated $23.8M. The largest seller was Wells Fargo, cutting an estimated $20.2M.
- 285 institutional investors held Ingevity (NGVT) as of Q4 2020, up from 283 in Q3 2020.
- Funds reported $2.8B of Ingevity stock for Q4 2020, up 52% quarter-over-quarter.
- 41 funds opened new Ingevity positions in Q4 2020 and 37 closed out, a net change of +4 holders.
- The largest Ingevity buyer in Q4 2020 was Ardevora Asset Management, an estimated $23.8M added.
- The largest Ingevity seller in Q4 2020 was Wells Fargo, an estimated $20.2M sold.
Based on aggregated 13F filings for Q4 2020.