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Navigator Holdings

82 hedge funds and large institutions have $1.09B invested in Navigator Holdings in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $18K | Put options by funds: $8K

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

25% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 24

8% more funds holding

Funds holding: 7682 (+6)

1.3% less ownership

Funds ownership: 77.26%75.96% (-1.3%)

5% less capital invested

Capital invested by funds: $1.15B → $1.09B (-$59M)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
82
Holders Change
+6
Holders Change %
+7.89%
% of All Funds
2.37%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
21
Increased
30
Reduced
24
Closed
11
Calls
$18K
Puts
$8K
Net Calls
+$10K
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
51
Bogle Investment Management
Massachusetts
$1.45M -$2.54M -103,044 -65%
BIT
52
BlackRock Institutional Trust
California
$1.45M +$136K +5,532 +11%
BlackRock
53
BlackRock
New York
$1.33M +$252K +10,231 +25%
Marshall Wace
54
Marshall Wace
United Kingdom
$1.32M +$1.26M +50,879 New
PAPAIJV
55
Paragon Associates & Paragon Associates II Joint Venture
Texas
$1.3M -$316K -12,800 -20%
PCM
56
Prelude Capital Management
New York
$1.12M -$596K -24,170 -36%
U
57
UBS
Switzerland
$982K +$931K +37,741 New
EEG
58
E.E. Geduld
$650K -$49.3K -2,000 -7%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$649K +$411K +16,644 +200%
Stifel Financial
60
Stifel Financial
Missouri
$636K +$603K +24,444 New
TAM
61
Tocqueville Asset Management
New York
$520K
GF
62
Gabelli Funds
New York
$520K +$123K +5,000 +33%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$495K
TC
64
TFS Capital
Pennsylvania
$462K +$438K +17,771 New
Asset Management One
65
Asset Management One
Japan
$416K -$64.1K -2,600 -14%
HBWM
66
Hollow Brook Wealth Management
New York
$407K +$386K +15,650 New
PP
67
PDT Partners
New York
$393K +$372K +15,100 New
GI
68
GAMCO Investors
Connecticut
$312K
CS
69
Credit Suisse
Switzerland
$293K +$70.5K +2,859 +34%
OC
70
Oppenheimer & Co
New York
$239K +$226K +9,175 New
BRWM
71
B. Riley Wealth Management
Tennessee
$188K +$179K +7,250 New
WRM
72
Westport Resources Management
Connecticut
$146K +$9.87K +400 +8%
FIM
73
Foresters Investment Management
New York
$130K
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$128K +$104K +4,208 +563%
Citigroup
75
Citigroup
New York
$108K +$60K +2,432 +141%

NVGS Hedge Fund Activity: Q1 2014 in Review

82 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Navigator Holdings (NVGS) for Q1 2014, worth a combined $1.09B — down 5.1% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NVGS positions and 11 closed out — a net gain of 10 holders — while 30 added to existing stakes and 24 trimmed.

The largest buyer was Panning Capital Management, adding an estimated $10.2M. The largest seller was Anchorage Capital Group, exiting entirely with an estimated $24.2M sold.

  • 82 institutional investors held Navigator Holdings (NVGS) as of Q1 2014, up from 76 in Q4 2013.
  • Funds reported $1.09B of Navigator Holdings stock for Q1 2014, down 5.1% quarter-over-quarter.
  • 21 funds opened new Navigator Holdings positions in Q1 2014 and 11 closed out, a net change of +10 holders.
  • The largest Navigator Holdings buyer in Q1 2014 was Panning Capital Management, an estimated $10.2M added.
  • The largest Navigator Holdings seller in Q1 2014 was Anchorage Capital Group, an estimated $24.2M sold.

Based on aggregated 13F filings for Q1 2014.