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Navigator Holdings

74 hedge funds and large institutions have $422M invested in Navigator Holdings in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $364M → $422M (+$58M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.65% less ownership

Funds ownership: 69.59%68.95% (-0.65%)

11% less funds holding

Funds holding: 8374 (-9)

17% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 24

36% less call options, than puts

Call options by funds: $615K | Put options by funds: $968K

40% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 20

Holders
74
Holders Change
-9
Holders Change %
-10.84%
% of All Funds
1.6%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
12
Increased
20
Reduced
24
Closed
20
Calls
$615K
Puts
$968K
Net Calls
-$353K
Net Calls Change
-$52K
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
51
D.E. Shaw & Co
New York
$161K -$188K -18,344 -56%
Citadel Advisors
52
Citadel Advisors
Florida
$136K -$660K -64,321 -84%
OWD
53
Osborn Williams & Donohoe
Ohio
$132K +$120K +11,725 New
LWAC
54
Laurel Wealth Advisors (California)
California
$130K
Simplex Trading
55
Simplex Trading
Illinois
$126K -$175K -17,059 -60%
CIP
56
Cornerstone Investment Partners
Georgia
$126K +$117K +11,443 New
Millennium Management
57
Millennium Management
New York
$123K -$469K -45,695 -80%
LCS
58
Levin Capital Strategies
New York
$121K
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$117K +$49.8K +4,848 +84%
Goldman Sachs
60
Goldman Sachs
New York
$114K +$106K +10,327 New
WAM
61
Wealthspire Advisors (Maryland)
Maryland
$87K
PA
62
Parallel Advisors
California
$70K
UBS Group
63
UBS Group
Switzerland
$51K -$6.41K -624 -12%
Bank of America
64
Bank of America
North Carolina
$43K -$13.1K -1,279 -25%
PIA
65
Phoenix Investment Adviser
New York
$28K -$15.4K -1,500 -38%
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$18K
RE
67
RBC Europe
United Kingdom
$9.9K
BWA
68
BDO Wealth Advisors
Florida
$6K -$5.13K -500 -50%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$5.69K
VFA
70
Valeo Financial Advisors
Indiana
$5K +$482 +47 +11%
AG
71
Advisor Group
Arizona
$1K
RAM
72
Riggs Asset Management
Pennsylvania
$1K
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$1K +$719 +70 New
NI
74
NFC Investments
Tennessee
-$2.24M -238,551 Closed
LPC
75
Loeb Partners Corp
New York
-$1.85M -196,997 Closed

NVGS Hedge Fund Activity: Q1 2019 in Review

74 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Navigator Holdings (NVGS) for Q1 2019, worth a combined $422M — up 16% from $364M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of NVGS and 12 opened new positions — a net loss of 8 holders — while 24 trimmed existing stakes and 20 added.

The largest buyer was Arrowstreet Capital, adding an estimated $2.07M. The largest seller was NFC Investments, exiting entirely with an estimated $2.24M sold.

  • 74 institutional investors held Navigator Holdings (NVGS) as of Q1 2019, down from 83 in Q4 2018.
  • Funds reported $422M of Navigator Holdings stock for Q1 2019, up 16% quarter-over-quarter.
  • 12 funds opened new Navigator Holdings positions in Q1 2019 and 20 closed out, a net change of -8 holders.
  • The largest Navigator Holdings buyer in Q1 2019 was Arrowstreet Capital, an estimated $2.07M added.
  • The largest Navigator Holdings seller in Q1 2019 was NFC Investments, an estimated $2.24M sold.

Based on aggregated 13F filings for Q1 2019.