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Ingevity

268 hedge funds and large institutions have $2.15B invested in Ingevity in 2016 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 90 increasing their positions, 82 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

18% more capital invested

Capital invested by funds: $1.82B → $2.15B (+$328M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

4% more funds holding

Funds holding: 257268 (+11)

10% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 82

1.34% less ownership

Funds ownership: 94.47%93.13% (-1.3%)

Holders
268
Holders Change
+11
Holders Change %
+4.28%
% of All Funds
6.7%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.2%
New
55
Increased
90
Reduced
82
Closed
39
Calls
$2.18M
Puts
Net Calls
+$2.18M
Net Calls Change
-$422K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$205M +$6.21M +129,535 +4%
BFA
2
BlackRock Fund Advisors
California
$183M +$19.1M +398,206 +14%
Franklin Resources
3
Franklin Resources
California
$106M +$28M +583,795 +43%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$96M -$51.1M -1,066,004 -38%
Capital World Investors
5
Capital World Investors
California
$90.2M
SAM
6
Silvercrest Asset Management
New York
$72M +$9.35M +194,883 +17%
AllianceBernstein
7
AllianceBernstein
Tennessee
$58.6M -$1.93M -40,348 -4%
BIT
8
BlackRock Institutional Trust
California
$58.4M +$476K +9,935 +0.9%
State Street
9
State Street
Massachusetts
$56.7M -$273K -5,692 -0.5%
American Century Companies
10
American Century Companies
Missouri
$55M +$4.33M +90,245 +10%
CIC
11
Chilton Investment Company
Connecticut
$49.5M +$7.25M +151,249 +20%
GCM
12
Gruss Capital Management
New York
$44.7M -$6.47M -135,000 -14%
TGHSA
13
TPG Group Holdings (SBS) Advisors
Texas
$44.7M +$4.45M +92,813 +13%
Lazard Asset Management
14
Lazard Asset Management
New York
$41.6M +$8.48M +176,731 +30%
AWG
15
Alpha Wave Global
New York
$39.3M -$7.2M -150,100 -17%
GL
16
Governors Lane
New York
$38.4M +$2.41M +50,234 +8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$35.4M +$2.2M +45,936 +8%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$30.6M +$5.82M +121,330 +28%
Northern Trust
19
Northern Trust
Illinois
$28.1M -$278K -5,788 -1%
O
20
OppenheimerFunds
New York
$27.4M +$6.86M +143,138 +40%
MRCP
21
Maple Rock Capital Partners
Ontario, Canada
$26.9M +$9.15M +190,700 +64%
Federated Hermes
22
Federated Hermes
Pennsylvania
$24.4M +$2.94M +61,325 +16%
CAM
23
Cortina Asset Management
Wisconsin
$24.3M -$1.61M -33,585 -7%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$24.2M +$2.21M +46,084 +12%
AA
25
AQR Arbitrage
Connecticut
$22.6M -$311K -6,482 -2%

NGVT Hedge Fund Activity: Q4 2016 in Review

268 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Ingevity (NGVT) for Q4 2016, worth a combined $2.15B — up 18% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new NGVT positions and 39 closed out — a net gain of 16 holders — while 90 added to existing stakes and 82 trimmed.

The largest buyer was Franklin Resources, adding an estimated $28M. The largest seller was Fidelity Investments, cutting an estimated $51.1M.

  • 268 institutional investors held Ingevity (NGVT) as of Q4 2016, up from 257 in Q3 2016.
  • Funds reported $2.15B of Ingevity stock for Q4 2016, up 18% quarter-over-quarter.
  • 55 funds opened new Ingevity positions in Q4 2016 and 39 closed out, a net change of +16 holders.
  • The largest Ingevity buyer in Q4 2016 was Franklin Resources, an estimated $28M added.
  • The largest Ingevity seller in Q4 2016 was Fidelity Investments, an estimated $51.1M sold.

Based on aggregated 13F filings for Q4 2016.