We are live on ! Find out more
NGVT icon

Ingevity

258 hedge funds and large institutions have $1.66B invested in Ingevity in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 77 increasing their positions, 89 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more call options, than puts

Call options by funds: $3.18M | Put options by funds: $1.35M

28% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 32

3% more funds holding

Funds holding: 251258 (+7)

2.79% less ownership

Funds ownership: 98.92%96.13% (-2.8%)

13% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 89

21% less capital invested

Capital invested by funds: $2.09B → $1.66B (-$435M)

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
258
Holders Change
+7
Holders Change %
+2.79%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
41
Increased
77
Reduced
89
Closed
32
Calls
$3.18M
Puts
$1.35M
Net Calls
+$1.83M
Net Calls Change
-$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$261M -$11.3M -207,899 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$171M -$15.2M -278,788 -7%
ICP
3
Inclusive Capital Partners
California
$114M
Wellington Management Group
4
Wellington Management Group
Massachusetts
$98.4M +$4.01M +73,412 +4%
LSV Asset Management
5
LSV Asset Management
Illinois
$66.6M -$3.02M -55,363 -4%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$61.2M +$1.39M +25,480 +2%
State Street
7
State Street
Massachusetts
$59.6M -$58.7K -1,075 -0.1%
Victory Capital Management
8
Victory Capital Management
Texas
$56M +$1.67M +30,632 +3%
SAM
9
Southernsun Asset Management
Tennessee
$38.2M -$1.36M -24,831 -3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$35.5M -$1.84M -33,638 -4%
Brown Advisory
11
Brown Advisory
Maryland
$35.3M +$1.11M +20,376 +3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$33.4M +$624K +11,435 +2%
PCM
13
Palisade Capital Management
New Jersey
$29.1M +$444K +8,127 +1%
BBCM
14
Broad Bay Capital Management
New York
$23.8M -$15.3M -280,668 -36%
American Century Companies
15
American Century Companies
Missouri
$23.5M +$3.41M +62,418 +14%
SCM
16
Snyder Capital Management
California
$21.2M -$585K -10,718 -2%
Charles Schwab
17
Charles Schwab
California
$20.9M +$1.39M +25,550 +6%
RHJA
18
Rice Hall James & Associates
California
$19.5M +$2.31M +42,408 +12%
Boston Partners
19
Boston Partners
Massachusetts
$19.5M -$5.06M -92,704 -18%
Northern Trust
20
Northern Trust
Illinois
$19.4M -$317K -5,801 -1%
Morgan Stanley
21
Morgan Stanley
New York
$17.7M +$434K +7,943 +2%
Pictet Asset Management
22
Pictet Asset Management
Switzerland
$16.3M +$18.7M +342,803 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$15.8M -$1.26M -23,063 -7%
Lazard Asset Management
24
Lazard Asset Management
New York
$15.5M -$4.81M -88,174 -21%
LCOV
25
London Company of Virginia
Virginia
$15.1M +$30K +550 +0.2%

NGVT Hedge Fund Activity: Q3 2023 in Review

258 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Ingevity (NGVT) for Q3 2023, worth a combined $1.66B — down 21% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new NGVT positions and 32 closed out — a net gain of 9 holders — while 77 added to existing stakes and 89 trimmed.

The largest buyer was Royce & Associates, opening a new position worth an estimated $13.9M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $39.5M sold.

  • 258 institutional investors held Ingevity (NGVT) as of Q3 2023, up from 251 in Q2 2023.
  • Funds reported $1.66B of Ingevity stock for Q3 2023, down 21% quarter-over-quarter.
  • 41 funds opened new Ingevity positions in Q3 2023 and 32 closed out, a net change of +9 holders.
  • The largest Ingevity buyer in Q3 2023 was Royce & Associates, an estimated $13.9M added.
  • The largest Ingevity seller in Q3 2023 was Massachusetts Financial Services, an estimated $39.5M sold.

Based on aggregated 13F filings for Q3 2023.