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Navios Maritime Partners

70 hedge funds and large institutions have $360M invested in Navios Maritime Partners in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,500% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 2

75% more funds holding

Funds holding: 4070 (+30)

65% more capital invested

Capital invested by funds: $219M → $360M (+$141M)

20% more call options, than puts

Call options by funds: $53.9M | Put options by funds: $45M

2.08% more ownership

Funds ownership: 25.91%28% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

Holders
70
Holders Change
+30
Holders Change %
+75%
% of All Funds
1.01%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
32
Increased
14
Reduced
14
Closed
2
Calls
$53.9M
Puts
$45M
Net Calls
+$8.93M
Net Calls Change
-$17M
Name Holding Trade Value Shares
Change
Change in
Stake
PGA
1
Pilgrim Global Advisors
Nevada
$207M +$7.22M +215,300 +5%
PFCS
2
Pale Fire Capital SE
Czech Republic
$29.9M
Morgan Stanley
3
Morgan Stanley
New York
$20M -$7.24M -215,859 -31%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$13.1M +$1.98M +59,204 +24%
Group One Trading
5
Group One Trading
Illinois
$12M -$5.9M -175,941 -38%
Citadel Advisors
6
Citadel Advisors
Florida
$8M +$3.23M +96,394 +106%
GC
7
Gratia Capital
California
$6.21M -$1.72M -51,246 -26%
GC
8
Globeflex Capital
California
$6.15M
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$5.52M +$437K +13,037 +11%
N
10
Natixis
France
$5.19M
Bank of America
11
Bank of America
North Carolina
$4.37M +$1.67M +49,967 +95%
Two Sigma Investments
12
Two Sigma Investments
New York
$4.31M +$2.26M +67,417 +200%
PCM
13
Portolan Capital Management
Massachusetts
$4.22M +$3.32M +98,902 New
PH
14
Pinnacle Holdings
Oklahoma
$2.82M -$49.1K -1,466 -2%
GS
15
GTS Securities
New York
$2.74M +$759K +22,643 +54%
MC
16
Moors & Cabot
Massachusetts
$2.21M +$957K +28,550 +122%
GCM
17
GeoSphere Capital Management
Florida
$2.13M +$1.68M +50,000 New
Simplex Trading
18
Simplex Trading
Illinois
$1.65M +$935K +27,895 +256%
MAA
19
Mraz Amerine & Associates
California
$1.38M -$6.54K -195 -0.6%
Wolverine Trading
20
Wolverine Trading
Illinois
$1.38M +$1.08M +32,312 New
Two Sigma Advisers
21
Two Sigma Advisers
New York
$1.35M +$1.06M +31,700 New
Barclays
22
Barclays
United Kingdom
$1.19M +$936K +27,926 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.12M +$881K +26,298 New
JF
24
Jump Financial
Illinois
$1.12M +$143K +4,273 +20%
Goldman Sachs
25
Goldman Sachs
New York
$1.08M +$847K +25,280 New

NMM Hedge Fund Activity: Q1 2024 in Review

70 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Navios Maritime Partners (NMM) for Q1 2024, worth a combined $360M — up 65% from $219M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NMM positions and 2 closed out — a net gain of 30 holders — while 14 added to existing stakes and 14 trimmed.

The largest buyer was Pilgrim Global Advisors, adding an estimated $7.22M. The largest seller was Morgan Stanley, cutting an estimated $7.24M.

  • 70 institutional investors held Navios Maritime Partners (NMM) as of Q1 2024, up from 40 in Q4 2023.
  • Funds reported $360M of Navios Maritime Partners stock for Q1 2024, up 65% quarter-over-quarter.
  • 32 funds opened new Navios Maritime Partners positions in Q1 2024 and 2 closed out, a net change of +30 holders.
  • The largest Navios Maritime Partners buyer in Q1 2024 was Pilgrim Global Advisors, an estimated $7.22M added.
  • The largest Navios Maritime Partners seller in Q1 2024 was Morgan Stanley, an estimated $7.24M sold.

Based on aggregated 13F filings for Q1 2024.