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Ingevity

250 hedge funds and large institutions have $2.41B invested in Ingevity in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 84 increasing their positions, 91 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more call options, than puts

Call options by funds: $2.87M | Put options by funds: $907K

12% more capital invested

Capital invested by funds: $2.15B → $2.41B (+$257M)

0.78% more ownership

Funds ownership: 93.13%93.91% (+0.78%)

8% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 91

7% less funds holding

Funds holding: 268250 (-18)

32% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 34

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
250
Holders Change
-18
Holders Change %
-6.72%
% of All Funds
6.22%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.1%
New
23
Increased
84
Reduced
91
Closed
34
Calls
$2.87M
Puts
$907K
Net Calls
+$1.97M
Net Calls Change
-$213K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$310M +$288M +5,084,124 +90,224%
Vanguard Group
2
Vanguard Group
Pennsylvania
$230M +$2.14M +37,842 +1%
Franklin Resources
3
Franklin Resources
California
$151M +$31M +547,224 +28%
LCOV
4
London Company of Virginia
Virginia
$92.8M +$86.3M +1,525,649 New
Capital World Investors
5
Capital World Investors
California
$82.6M -$16.1M -285,454 -17%
SAM
6
Silvercrest Asset Management
New York
$80.6M +$670K +11,850 +0.9%
State Street
7
State Street
Massachusetts
$66.2M +$3.05M +53,998 +5%
Invesco
8
Invesco
Georgia
$65.9M +$47.7M +842,699 +350%
American Century Companies
9
American Century Companies
Missouri
$57M -$3.67M -64,882 -6%
CIC
10
Chilton Investment Company
Connecticut
$51.4M -$3.31M -58,463 -6%
CCM
11
Channing Capital Management
Illinois
$50.6M +$31.7M +560,900 +207%
AllianceBernstein
12
AllianceBernstein
Tennessee
$49.2M -$14.7M -259,090 -24%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$48.7M -$53.7M -948,991 -54%
TGHSA
14
TPG Group Holdings (SBS) Advisors
Texas
$40.2M -$8.7M -153,788 -19%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$40M +$658K +11,628 +2%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$38.2M +$16.4M +289,880 +86%
Lazard Asset Management
17
Lazard Asset Management
New York
$37.5M -$8.08M -142,858 -19%
O
18
OppenheimerFunds
New York
$32.5M +$1.96M +34,656 +7%
Northern Trust
19
Northern Trust
Illinois
$31.5M +$393K +6,948 +1%
GL
20
Governors Lane
New York
$31.1M -$10.7M -189,073 -27%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$30.8M -$2.91M -51,376 -9%
CAM
22
Cortina Asset Management
Wisconsin
$30.3M +$3.12M +55,212 +12%
MRCP
23
Maple Rock Capital Partners
Ontario, Canada
$29.6M -$283K -5,000 -1%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$27.2M +$381K +6,728 +2%
Federated Hermes
25
Federated Hermes
Pennsylvania
$27.1M

NGVT Hedge Fund Activity: Q1 2017 in Review

250 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Ingevity (NGVT) for Q1 2017, worth a combined $2.41B — up 12% from $2.15B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of NGVT and 23 opened new positions — a net loss of 11 holders — while 91 trimmed existing stakes and 84 added.

The largest buyer was BlackRock, adding an estimated $288M. The largest seller was Fidelity Investments, cutting an estimated $53.7M.

  • 250 institutional investors held Ingevity (NGVT) as of Q1 2017, down from 268 in Q4 2016.
  • Funds reported $2.41B of Ingevity stock for Q1 2017, up 12% quarter-over-quarter.
  • 23 funds opened new Ingevity positions in Q1 2017 and 34 closed out, a net change of -11 holders.
  • The largest Ingevity buyer in Q1 2017 was BlackRock, an estimated $288M added.
  • The largest Ingevity seller in Q1 2017 was Fidelity Investments, an estimated $53.7M sold.

Based on aggregated 13F filings for Q1 2017.