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OneSpaWorld

117 hedge funds and large institutions have $541M invested in OneSpaWorld in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 38

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

0% more funds holding

Funds holding: 117117 (0)

1.02% less ownership

Funds ownership: 96.98%95.96% (-1%)

30% less capital invested

Capital invested by funds: $778M → $541M (-$237M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $231K

Holders
117
Holders Change
Holders Change %
0%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
50
Reduced
38
Closed
10
Calls
Puts
$231K
Net Calls
-$231K
Net Calls Change
-$259K
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
26
Eagle Asset Management
Florida
$3.75M +$747K +80,670 +18%
Charles Schwab
27
Charles Schwab
California
$3.19M +$365K +39,438 +10%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$3.14M +$39K +4,210 +1%
MAM
29
Madison Asset Management
Wisconsin
$3.05M +$706K +76,257 +22%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$2.78M -$11.3K -1,219 -0.3%
FAM
31
Fenimore Asset Management
New York
$2.4M -$3.9M -421,615 -56%
Morgan Stanley
32
Morgan Stanley
New York
$1.93M +$2.32M +250,129 +1,309%
ORI
33
Oak Ridge Investments
Illinois
$1.76M -$181K -19,572 -7%
Stifel Financial
34
Stifel Financial
Missouri
$1.5M +$815K +88,025 +72%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$1.3M +$1.44M +155,651 +610%
RC
36
RBF Capital
California
$1.27M -$2.28M -246,114 -58%
N
37
Nuveen
North Carolina
$1.26M +$46.6K +5,028 +3%
Swiss National Bank
38
Swiss National Bank
Switzerland
$1.06M -$86.1K -9,300 -6%
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$931K +$125K +13,525 +12%
HighTower Advisors
40
HighTower Advisors
Illinois
$929K +$278K +30,010 +30%
Millennium Management
41
Millennium Management
New York
$893K +$1.15M +124,510 New
KCM
42
Kornitzer Capital Management
Kansas
$863K
MHIC
43
Marble Harbor Investment Counsel
Massachusetts
$745K +$116K +12,500 +14%
Citadel Advisors
44
Citadel Advisors
Florida
$634K +$596K +64,370 +268%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$584K +$22.3K +2,406 +3%
Renaissance Technologies
46
Renaissance Technologies
New York
$573K +$609K +65,800 +467%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$527K +$144K +15,558 +27%
UBS AM
48
UBS AM
Illinois
$504K
Natixis Advisors
49
Natixis Advisors
Massachusetts
$492K -$52.6K -5,677 -8%
VA
50
Valmark Advisers
Ohio
$481K -$4.53K -489 -0.7%

OSW Hedge Fund Activity: Q2 2022 in Review

117 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in OneSpaWorld (OSW) for Q2 2022, worth a combined $541M — down 30% from $778M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new OSW positions and 10 closed out — a net gain of 3 holders — while 50 added to existing stakes and 38 trimmed.

The largest buyer was Ariel Investments, adding an estimated $18.1M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $22.5M sold.

  • 117 institutional investors held OneSpaWorld (OSW) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $541M of OneSpaWorld stock for Q2 2022, down 30% quarter-over-quarter.
  • 13 funds opened new OneSpaWorld positions in Q2 2022 and 10 closed out, a net change of +3 holders.
  • The largest OneSpaWorld buyer in Q2 2022 was Ariel Investments, an estimated $18.1M added.
  • The largest OneSpaWorld seller in Q2 2022 was Capital Research Global Investors, an estimated $22.5M sold.

Based on aggregated 13F filings for Q2 2022.