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Navigator Holdings

73 hedge funds and large institutions have $471M invested in Navigator Holdings in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 20

23% more capital invested

Capital invested by funds: $382M → $471M (+$89.3M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

2.4% more ownership

Funds ownership: 69.78%72.18% (+2.4%)

4% less funds holding

Funds holding: 7673 (-3)

12% less call options, than puts

Call options by funds: $656K | Put options by funds: $747K

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
73
Holders Change
-3
Holders Change %
-3.95%
% of All Funds
1.67%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.16%
New
12
Increased
26
Reduced
20
Closed
15
Calls
$656K
Puts
$747K
Net Calls
-$91K
Net Calls Change
-$349K
Name Holding Trade Value Shares
Change
Change in
Stake
TA
26
Teton Advisors
New York
$1.95M +$69.1K +6,000 +4%
GF
27
Gabelli Funds
New York
$1.88M
NIM
28
Needham Investment Management
New York
$1.85M
BRC
29
Bell Rock Capital
Delaware
$1.84M +$158K +13,715 +10%
ONB
30
Old National Bancorp
Indiana
$1.65M
PM
31
Penbrook Management
New York
$1.64M -$123K -10,700 -7%
Morgan Stanley
32
Morgan Stanley
New York
$1.63M +$1.82K +158 +0.1%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$1.45M +$143K +12,417 +11%
FCH
34
Freestone Capital Holdings
Washington
$1.4M
Stifel Financial
35
Stifel Financial
Missouri
$1.31M +$69.5K +6,040 +6%
JP Morgan Chase
36
JP Morgan Chase
New York
$1.06M +$1.04M +90,255 New
Millennium Management
37
Millennium Management
New York
$864K +$847K +73,557 New
Invesco
38
Invesco
Georgia
$794K -$26.3K -2,281 -3%
MRI
39
Mad River Investors
Massachusetts
$737K
PIA
40
Phoenix Investment Adviser
New York
$702K -$656K -57,000 -49%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$694K
Renaissance Technologies
42
Renaissance Technologies
New York
$676K +$662K +57,500 New
GCP
43
GSA Capital Partners
United Kingdom
$647K +$634K +55,051 New
GBA
44
Garrison Bradford & Associates
New York
$622K -$11.5K -1,000 -2%
Creative Planning
45
Creative Planning
Kansas
$540K -$57.5K -5,000 -10%
CB
46
Cadence Bank
Mississippi
$411K +$403K +35,000 New
Deutsche Bank
47
Deutsche Bank
Germany
$342K +$335K +29,149 New
TAM
48
Tocqueville Asset Management
New York
$294K
Cerity Partners
49
Cerity Partners
New York
$235K
Citigroup
50
Citigroup
New York
$223K +$31.6K +2,750 +17%

NVGS Hedge Fund Activity: Q1 2018 in Review

73 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Navigator Holdings (NVGS) for Q1 2018, worth a combined $471M — up 23% from $382M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of NVGS and 12 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 26 added.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $5.8M. The largest seller was Loeb Partners Corp, exiting entirely with an estimated $2.27M sold.

  • 73 institutional investors held Navigator Holdings (NVGS) as of Q1 2018, down from 76 in Q4 2017.
  • Funds reported $471M of Navigator Holdings stock for Q1 2018, up 23% quarter-over-quarter.
  • 12 funds opened new Navigator Holdings positions in Q1 2018 and 15 closed out, a net change of -3 holders.
  • The largest Navigator Holdings buyer in Q1 2018 was Bank of New York Mellon, an estimated $5.8M added.
  • The largest Navigator Holdings seller in Q1 2018 was Loeb Partners Corp, an estimated $2.27M sold.

Based on aggregated 13F filings for Q1 2018.