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Navigator Holdings

90 hedge funds and large institutions have $528M invested in Navigator Holdings in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 23

0.36% more ownership

Funds ownership: 71.13%71.49% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

8% less funds holding

Funds holding: 9890 (-8)

29% less capital invested

Capital invested by funds: $741M → $528M (-$212M)

47% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 17

79% less call options, than puts

Call options by funds: $569K | Put options by funds: $2.72M

Holders
90
Holders Change
-8
Holders Change %
-8.16%
% of All Funds
2.51%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
9
Increased
41
Reduced
23
Closed
17
Calls
$569K
Puts
$2.72M
Net Calls
-$2.15M
Net Calls Change
-$80K
Name Holding Trade Value Shares
Change
Change in
Stake
IPC
1
Invesco Private Capital
New York
$292M
Westfield Capital Management
2
Westfield Capital Management
Massachusetts
$19.5M +$1.12M +67,556 +5%
SAM
3
Steinberg Asset Management
New York
$17.3M -$883K -53,293 -4%
QF
4
QVT Financial
New York
$16.2M +$1.96M +118,300 +11%
CC
5
Carlson Capital
Texas
$15M +$2.08M +125,617 +13%
AAM
6
Alpine Associates Management
Florida
$12.6M +$166K +10,042 +1%
PAPAIJV
7
Paragon Associates & Paragon Associates II Joint Venture
Texas
$10.3M +$1.18M +71,420 +10%
TAM
8
Todd Asset Management
Kentucky
$10.3M -$162K -9,798 -1%
HBWM
9
Hollow Brook Wealth Management
New York
$9.28M +$158K +9,536 +1%
ECM
10
Estabrook Capital Management
New York
$8.82M +$697K +42,067 +7%
TRSOTSOK
11
Teachers Retirement System of the State of Kentucky
Kentucky
$8.58M
OC
12
Oppenheimer & Co
New York
$8.31M +$1.82M +109,680 +21%
Boston Partners
13
Boston Partners
Massachusetts
$7.71M +$1.69M +102,320 +22%
First Manhattan
14
First Manhattan
New York
$6.94M +$972K +58,700 +13%
EM
15
Emancipation Management
New York
$6.18M +$3.63M +218,963 +90%
Morgan Stanley
16
Morgan Stanley
New York
$5.54M +$690K +41,647 +11%
FWIA
17
Fort Washington Investment Advisors
Ohio
$4.88M +$497K +30,000 +9%
Principal Financial Group
18
Principal Financial Group
Iowa
$4.37M +$125K +7,573 +2%
MA
19
Minerva Advisors
Pennsylvania
$4.3M +$831K +50,200 +18%
RA
20
Royce & Associates
New York
$4.3M -$2.22M -134,000 -29%
JAM
21
Jupiter Asset Management
United Kingdom
$4.23M +$62K +3,745 +1%
Wells Fargo
22
Wells Fargo
California
$4.17M +$171K +10,310 +3%
GS
23
Gagnon Securities
New York
$3.77M +$1.26M +76,160 +37%
CW
24
Cabot-Wellington
Massachusetts
$2.98M -$46K -2,775 -1%
GA
25
Gagnon Advisors
New York
$2.55M

NVGS Hedge Fund Activity: Q3 2015 in Review

90 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Navigator Holdings (NVGS) for Q3 2015, worth a combined $528M — down 29% from $741M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of NVGS and 9 opened new positions — a net loss of 8 holders — while 23 trimmed existing stakes and 41 added.

The largest buyer was Emancipation Management, adding an estimated $3.63M. The largest seller was Talara Capital Management, exiting entirely with an estimated $5.93M sold.

  • 90 institutional investors held Navigator Holdings (NVGS) as of Q3 2015, down from 98 in Q2 2015.
  • Funds reported $528M of Navigator Holdings stock for Q3 2015, down 29% quarter-over-quarter.
  • 9 funds opened new Navigator Holdings positions in Q3 2015 and 17 closed out, a net change of -8 holders.
  • The largest Navigator Holdings buyer in Q3 2015 was Emancipation Management, an estimated $3.63M added.
  • The largest Navigator Holdings seller in Q3 2015 was Talara Capital Management, an estimated $5.93M sold.

Based on aggregated 13F filings for Q3 2015.