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Navigator Holdings

98 hedge funds and large institutions have $741M invested in Navigator Holdings in 2015 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 27

0.74% more ownership

Funds ownership: 70.38%71.13% (+0.74%)

0% more capital invested

Capital invested by funds: $739M → $741M (+$2.2M)

10% less funds holding

Funds holding: 10998 (-11)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

41% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 22

45% less call options, than puts

Call options by funds: $2.52M | Put options by funds: $4.59M

Holders
98
Holders Change
-11
Holders Change %
-10.09%
% of All Funds
2.64%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
13
Increased
32
Reduced
27
Closed
22
Calls
$2.52M
Puts
$4.59M
Net Calls
-$2.08M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
IPC
1
Invesco Private Capital
New York
$414M
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$26.3M +$485K +23,805 +2%
SAM
3
Steinberg Asset Management
New York
$25.6M -$2.97M -145,922 -10%
QF
4
QVT Financial
New York
$20.7M -$2.35M -115,525 -10%
CC
5
Carlson Capital
Texas
$18.9M +$8.64M +423,996 +74%
AAM
6
Alpine Associates Management
Florida
$17.7M +$713K +34,979 +4%
TAM
7
Todd Asset Management
Kentucky
$14.7M +$1.56M +76,407 +11%
PAPAIJV
8
Paragon Associates & Paragon Associates II Joint Venture
Texas
$13.3M
HBWM
9
Hollow Brook Wealth Management
New York
$13M -$1.18M -57,718 -8%
TRSOTSOK
10
Teachers Retirement System of the State of Kentucky
Kentucky
$12.2M
ECM
11
Estabrook Capital Management
New York
$11.7M +$226K +11,111 +2%
OC
12
Oppenheimer & Co
New York
$9.71M +$1.32M +64,600 +14%
Boston Partners
13
Boston Partners
Massachusetts
$9M +$446K +21,880 +5%
First Manhattan
14
First Manhattan
New York
$8.73M +$1.32M +65,025 +16%
RA
15
Royce & Associates
New York
$8.64M +$2.04M +100,000 +28%
Morgan Stanley
16
Morgan Stanley
New York
$7.08M +$4.23M +207,636 +125%
FWIA
17
Fort Washington Investment Advisors
Ohio
$6.36M +$565K +27,727 +9%
Principal Financial Group
18
Principal Financial Group
Iowa
$6.06M +$527K +25,873 +9%
JAM
19
Jupiter Asset Management
United Kingdom
$5.93M
TCM
20
Talara Capital Management
New Jersey
$5.93M -$154K -7,570 -2%
Wells Fargo
21
Wells Fargo
California
$5.72M +$2.97K +146 +0%
MA
22
Minerva Advisors
Pennsylvania
$5.16M
EM
23
Emancipation Management
New York
$4.62M +$4.97M +243,912 New
Point72 Asset Management
24
Point72 Asset Management
Connecticut
$4.41M +$4.74M +232,700 New
CW
25
Cabot-Wellington
Massachusetts
$4.28M +$424K +20,800 +10%

NVGS Hedge Fund Activity: Q2 2015 in Review

98 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Navigator Holdings (NVGS) for Q2 2015, worth a combined $741M — up 0.3% from $739M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of NVGS and 13 opened new positions — a net loss of 9 holders — while 27 trimmed existing stakes and 32 added.

The largest buyer was Carlson Capital, adding an estimated $8.64M. The largest seller was Marshall Wace, exiting entirely with an estimated $4.9M sold.

  • 98 institutional investors held Navigator Holdings (NVGS) as of Q2 2015, down from 109 in Q1 2015.
  • Funds reported $741M of Navigator Holdings stock for Q2 2015, up 0.3% quarter-over-quarter.
  • 13 funds opened new Navigator Holdings positions in Q2 2015 and 22 closed out, a net change of -9 holders.
  • The largest Navigator Holdings buyer in Q2 2015 was Carlson Capital, an estimated $8.64M added.
  • The largest Navigator Holdings seller in Q2 2015 was Marshall Wace, an estimated $4.9M sold.

Based on aggregated 13F filings for Q2 2015.