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Navigator Holdings

74 hedge funds and large institutions have $138M invested in Navigator Holdings in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

1.22% less ownership

Funds ownership: 28.99%27.77% (-1.2%)

1% less funds holding

Funds holding: 7574 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

22% less capital invested

Capital invested by funds: $178M → $138M (-$39.3M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

93% less call options, than puts

Call options by funds: $34K | Put options by funds: $496K

Holders
74
Holders Change
-1
Holders Change %
-1.33%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
6
Increased
26
Reduced
23
Closed
7
Calls
$34K
Puts
$496K
Net Calls
-$462K
Net Calls Change
-$453K
Name Holding Trade Value Shares
Change
Change in
Stake
Group One Trading
51
Group One Trading
Illinois
$165K -$9.12K -900 -5%
Goldman Sachs
52
Goldman Sachs
New York
$154K +$27.6K +2,725 +19%
CCIA
53
Campbell & Co Investment Adviser
Maryland
$137K -$123K -12,100 -44%
PP
54
PDT Partners
New York
$133K +$5.06K +500 +3%
WSC
55
Wellington Shields & Co
New York
$133K +$152K +15,000 New
ECM
56
Evergreen Capital Management
Washington
$107K
Simplex Trading
57
Simplex Trading
Illinois
$106K +$121K +11,974 New
HSBC Holdings
58
HSBC Holdings
United Kingdom
$94K
Citigroup
59
Citigroup
New York
$89K
ECM
60
Estabrook Capital Management
New York
$86.8K +$40.5K +4,000 +70%
PA
61
Parallel Advisors
California
$57K
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$42K -$2.08K -205 -4%
UBS Group
63
UBS Group
Switzerland
$40K
TRCT
64
Tower Research Capital (TRC)
New York
$31K +$1.29K +127 +4%
Bank of America
65
Bank of America
North Carolina
$15K -$57.1K -5,636 -77%
SWM
66
Spire Wealth Management
Virginia
$9K +$10.1K +1,000 New
VFA
67
Valeo Financial Advisors
Indiana
$8K
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$6K
GG
69
Gleason Group
Kentucky
$2K
Wells Fargo
70
Wells Fargo
California
$1K -$326K -32,188 -100%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$1K
RAM
72
Riggs Asset Management
Pennsylvania
$1K
Osaic Holdings
73
Osaic Holdings
Arizona
$1K +$598 +59 +113%
PCM
74
Portolan Capital Management
Massachusetts
-$6.71M -613,234 Closed
RC
75
Roubaix Capital
Colorado
-$2.67M -244,272 Closed

NVGS Hedge Fund Activity: Q1 2021 in Review

74 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Navigator Holdings (NVGS) for Q1 2021, worth a combined $138M — down 22% from $178M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NVGS and 6 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 26 added.

The largest buyer was Morgan Stanley, adding an estimated $1.8M. The largest seller was Portolan Capital Management, exiting entirely with an estimated $6.71M sold.

  • 74 institutional investors held Navigator Holdings (NVGS) as of Q1 2021, down from 75 in Q4 2020.
  • Funds reported $138M of Navigator Holdings stock for Q1 2021, down 22% quarter-over-quarter.
  • 6 funds opened new Navigator Holdings positions in Q1 2021 and 7 closed out, a net change of -1 holder.
  • The largest Navigator Holdings buyer in Q1 2021 was Morgan Stanley, an estimated $1.8M added.
  • The largest Navigator Holdings seller in Q1 2021 was Portolan Capital Management, an estimated $6.71M sold.

Based on aggregated 13F filings for Q1 2021.