Ingevity
NGVT
281 hedge funds and large institutions have $2.51B invested in Ingevity in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 92 increasing their positions, 111 reducing their positions, and 37 closing their positions.
630% more call options, than puts
Call options by funds: $2.71M | Put options by funds: $371K
5% more capital invested
Capital invested by funds: $2.38B → $2.51B (+$127M)
3.7% more ownership
Funds ownership: 90.29% → 93.99% (+3.7%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
4% less funds holding
Funds holding: 292 → 281 (-11)
17% less repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 111
19% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$69.2M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$33.5M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$15.7M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$11.3M |
| 5 |
RI
Redwood Investments
Boston,
Massachusetts
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
-$17.3M |
| 2 |
BlackRock
New York
|
-$14.9M |
| 3 |
MRCP
Maple Rock Capital Partners
Toronto,
Ontario, Canada
|
-$11.5M |
| 4 |
Man Group
London,
United Kingdom
|
-$10.9M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$8.62M |
NGVT Hedge Fund Activity: Q1 2023 in Review
281 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Ingevity (NGVT) for Q1 2023, worth a combined $2.51B — up 5.4% from $2.38B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of NGVT and 30 opened new positions — a net loss of 7 holders — while 111 trimmed existing stakes and 92 added.
The largest buyer was Victory Capital Management, adding an estimated $69.2M. The largest seller was D.E. Shaw & Co, cutting an estimated $17.3M.
- 281 institutional investors held Ingevity (NGVT) as of Q1 2023, down from 292 in Q4 2022.
- Funds reported $2.51B of Ingevity stock for Q1 2023, up 5.4% quarter-over-quarter.
- 30 funds opened new Ingevity positions in Q1 2023 and 37 closed out, a net change of -7 holders.
- The largest Ingevity buyer in Q1 2023 was Victory Capital Management, an estimated $69.2M added.
- The largest Ingevity seller in Q1 2023 was D.E. Shaw & Co, an estimated $17.3M sold.
Based on aggregated 13F filings for Q1 2023.