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Navigator Holdings

86 hedge funds and large institutions have $1.19B invested in Navigator Holdings in 2014 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

19% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 27

8% more capital invested

Capital invested by funds: $1.09B → $1.19B (+$92.8M)

5% more funds holding

Funds holding: 8286 (+4)

2.99% less ownership

Funds ownership: 75.96%72.97% (-3%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

93% less call options, than puts

Call options by funds: $50K | Put options by funds: $705K

Holders
86
Holders Change
+4
Holders Change %
+4.88%
% of All Funds
2.47%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
20
Increased
32
Reduced
27
Closed
16
Calls
$50K
Puts
$705K
Net Calls
-$655K
Net Calls Change
-$665K
Name Holding Trade Value Shares
Change
Change in
Stake
HBWM
26
Hollow Brook Wealth Management
New York
$7.54M +$6.37M +240,902 +1,539%
Morgan Stanley
27
Morgan Stanley
New York
$6.77M -$362K -13,683 -6%
Boston Partners
28
Boston Partners
Massachusetts
$6.29M -$1.69M -64,000 -23%
COPM
29
Charter Oak Partners Management
Connecticut
$6.15M -$1.59M -60,000 -22%
PG
30
PEAK6 Group
Illinois
$5.88M -$2.64M -100,014 -33%
BIM
31
Bogle Investment Management
Massachusetts
$5.63M +$3.59M +135,834 +243%
Two Sigma Investments
32
Two Sigma Investments
New York
$5.2M +$4.68M +176,950 New
LCM
33
Lonestar Capital Management
California
$5.14M -$396K -15,000 -8%
JGC
34
J. Goldman & Co
New York
$4.97M -$925K -35,000 -17%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$4.76M +$634K +23,990 +17%
LOAMU
36
Lombard Odier Asset Management (USA)
New York
$4.41M
B
37
Baird
Wisconsin
$4.14M +$232K +8,764 +7%
BG
38
BlackRock Group
United Kingdom
$4.11M +$734K +27,756 +25%
Wells Fargo
39
Wells Fargo
California
$3.82M +$1.24M +46,993 +57%
ABC
40
Anchor Bolt Capital
Illinois
$3.77M +$3.39M +128,343 New
BIT
41
BlackRock Institutional Trust
California
$3.73M +$1.88M +71,277 +128%
TCM
42
Talara Capital Management
New Jersey
$3.36M +$322K +12,195 +12%
Neuberger Berman Group
43
Neuberger Berman Group
New York
$3.02M -$188K -7,100 -6%
PAPAIJV
44
Paragon Associates & Paragon Associates II Joint Venture
Texas
$2.94M +$1.32M +50,000 +100%
SCM
45
SkyTop Capital Management
New Jersey
$2.79M -$904K -34,200 -26%
Bank of America
46
Bank of America
North Carolina
$2M +$1.71M +64,671 +1,805%
RAM
47
Riggs Asset Management
Pennsylvania
$1.96M +$1.77M +66,847 New
PC
48
Passport Capital
California
$1.85M -$2.59M -97,839 -61%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$1.66M +$1.49M +56,400 New
Goldman Sachs
50
Goldman Sachs
New York
$1.56M +$1.4M +53,121 New

NVGS Hedge Fund Activity: Q2 2014 in Review

86 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Navigator Holdings (NVGS) for Q2 2014, worth a combined $1.19B — up 8.5% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new NVGS positions and 16 closed out — a net gain of 4 holders — while 32 added to existing stakes and 27 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $8.3M. The largest seller was Park West Asset Management, cutting an estimated $29M.

  • 86 institutional investors held Navigator Holdings (NVGS) as of Q2 2014, up from 82 in Q1 2014.
  • Funds reported $1.19B of Navigator Holdings stock for Q2 2014, up 8.5% quarter-over-quarter.
  • 20 funds opened new Navigator Holdings positions in Q2 2014 and 16 closed out, a net change of +4 holders.
  • The largest Navigator Holdings buyer in Q2 2014 was T. Rowe Price Associates, an estimated $8.3M added.
  • The largest Navigator Holdings seller in Q2 2014 was Park West Asset Management, an estimated $29M sold.

Based on aggregated 13F filings for Q2 2014.