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Navios Maritime Partners

67 hedge funds and large institutions have $62.2M invested in Navios Maritime Partners in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more capital invested

Capital invested by funds: $41.5M → $62.2M (+$20.6M)

0.39% more ownership

Funds ownership: 0.92%1.31% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less funds holding

Funds holding: 7367 (-6)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

83% less call options, than puts

Call options by funds: $89K | Put options by funds: $525K

Holders
67
Holders Change
-6
Holders Change %
-8.22%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
17
Reduced
20
Closed
14
Calls
$89K
Puts
$525K
Net Calls
-$436K
Net Calls Change
+$286K
Name Holding Trade Value Shares
Change
Change in
Stake
EGA
1
Evermore Global Advisors
New Jersey
$20.4M +$19.6M +719,506 New
IP
2
Ironsides Partners
Massachusetts
$18.3M +$728K +26,711 +4%
Renaissance Technologies
3
Renaissance Technologies
New York
$4.46M +$1.02M +37,607 +31%
Morgan Stanley
4
Morgan Stanley
New York
$4.22M +$59.4K +2,181 +1%
JP Morgan Chase
5
JP Morgan Chase
New York
$3.93M +$1.21M +44,581 +47%
CS
6
Credit Suisse
Switzerland
$2.75M
Man Group
7
Man Group
United Kingdom
$1.33M -$1.22M -44,608 -49%
Millennium Management
8
Millennium Management
New York
$939K +$132K +4,846 +17%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$796K -$21.8K -800 -3%
Deutsche Bank
10
Deutsche Bank
Germany
$575K +$141K +5,174 +34%
SMH
11
Sanders Morris Harris
Texas
$513K -$2.73K -100 -0.5%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$398K
N
13
Natixis
France
$302K +$182K +6,667 +167%
Stifel Financial
14
Stifel Financial
Missouri
$249K -$545 -20 -0.2%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$227K -$43.5K -1,597 -17%
Credit Agricole
16
Credit Agricole
France
$227K
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$213K
Two Sigma Investments
18
Two Sigma Investments
New York
$209K +$40.3K +1,479 +25%
MCC
19
Malaga Cove Capital
California
$188K -$3.57K -131 -2%
Group One Trading
20
Group One Trading
Illinois
$188K +$93.1K +3,416 +106%
Macquarie Group
21
Macquarie Group
Australia
$145K +$78.5K +2,880 +129%
MWNA
22
Marshall Wace North America
New York
$132K -$22.3K -818 -15%
Barclays
23
Barclays
United Kingdom
$114K -$154K -5,636 -58%
SFI
24
Susquehanna Fundamental Investments
Pennsylvania
$105K +$7.68K +282 +8%
FIM
25
Freedom Investment Management
Connecticut
$100K +$3.57K +131 +4%

NMM Hedge Fund Activity: Q2 2018 in Review

67 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Navios Maritime Partners (NMM) for Q2 2018, worth a combined $62.2M — up 50% from $41.5M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of NMM and 8 opened new positions — a net loss of 6 holders — while 20 trimmed existing stakes and 17 added.

The largest buyer was Evermore Global Advisors, opening a new position worth an estimated $19.6M. The largest seller was UBS Group, cutting an estimated $1.48M.

  • 67 institutional investors held Navios Maritime Partners (NMM) as of Q2 2018, down from 73 in Q1 2018.
  • Funds reported $62.2M of Navios Maritime Partners stock for Q2 2018, up 50% quarter-over-quarter.
  • 8 funds opened new Navios Maritime Partners positions in Q2 2018 and 14 closed out, a net change of -6 holders.
  • The largest Navios Maritime Partners buyer in Q2 2018 was Evermore Global Advisors, an estimated $19.6M added.
  • The largest Navios Maritime Partners seller in Q2 2018 was UBS Group, an estimated $1.48M sold.

Based on aggregated 13F filings for Q2 2018.