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OneSpaWorld

107 hedge funds and large institutions have $1B invested in OneSpaWorld in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,338% more call options, than puts

Call options by funds: $230K | Put options by funds: $16K

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

57% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 30

13% more capital invested

Capital invested by funds: $889M → $1B (+$112M)

7% more funds holding

Funds holding: 100107 (+7)

3.75% more ownership

Funds ownership: 94.12%97.87% (+3.8%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
107
Holders Change
+7
Holders Change %
+7%
% of All Funds
2.11%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
18
Increased
47
Reduced
30
Closed
10
Calls
$230K
Puts
$16K
Net Calls
+$214K
Net Calls Change
+$214K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$3.26M +$2.23M +141,653 +273%
Wells Fargo
52
Wells Fargo
California
$2.78M -$175K -11,111 -6%
SCM
53
Stormborn Capital Management
Connecticut
$2.57M -$6.17M -392,200 -72%
AIA
54
Avalon Investment & Advisory
Texas
$2.42M +$26K +1,651 +1%
UIC
55
Uniplan Investment Counsel
Wisconsin
$2.24M +$30.2K +1,915 +1%
Aviva
56
Aviva
United Kingdom
$2.07M +$1.94M +123,148 New
JP Morgan Chase
57
JP Morgan Chase
New York
$2.06M +$1.69M +107,498 +722%
ICM
58
Ionic Capital Management
New York
$1.63M
KCM
59
Kornitzer Capital Management
Kansas
$1.57M +$285K +18,100 +24%
Swiss National Bank
60
Swiss National Bank
Switzerland
$1.48M +$1.38M +87,700 New
NSIM
61
North Star Investment Management
Illinois
$1.32M +$472 +30 +0%
Morgan Stanley
62
Morgan Stanley
New York
$1.19M +$894K +56,797 +420%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$1.17M -$35.5K -2,257 -3%
AG
64
AlphaSimPlex Group
Massachusetts
$1.12M -$105K -6,639 -9%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$1.11M -$1.82M -115,802 -64%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$1.1M +$15.4K +979 +2%
SG Americas Securities
67
SG Americas Securities
New York
$950K -$892K -56,675 -50%
Renaissance Technologies
68
Renaissance Technologies
New York
$916K +$856K +54,400 New
TD Asset Management
69
TD Asset Management
Ontario, Canada
$914K +$170K +10,800 +25%
PMAM
70
Picton Mahoney Asset Management
Ontario, Canada
$805K +$263K +16,700 +54%
Barclays
71
Barclays
United Kingdom
$780K +$288K +18,291 +65%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$657K -$5.56K -353 -0.9%
CS
73
Credit Suisse
Switzerland
$572K +$370K +23,500 +224%
SRC
74
Shufro Rose & Co
New York
$534K +$499K +31,695 New
AIG
75
American International Group
New York
$479K -$3.78K -240 -0.8%

OSW Hedge Fund Activity: Q4 2019 in Review

107 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in OneSpaWorld (OSW) for Q4 2019, worth a combined $1B — up 13% from $889M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new OSW positions and 10 closed out — a net gain of 8 holders — while 47 added to existing stakes and 30 trimmed.

The largest buyer was Rock Springs Capital Management, opening a new position worth an estimated $14.2M. The largest seller was Waddell & Reed Financial, cutting an estimated $18.2M.

  • 107 institutional investors held OneSpaWorld (OSW) as of Q4 2019, up from 100 in Q3 2019.
  • Funds reported $1B of OneSpaWorld stock for Q4 2019, up 13% quarter-over-quarter.
  • 18 funds opened new OneSpaWorld positions in Q4 2019 and 10 closed out, a net change of +8 holders.
  • The largest OneSpaWorld buyer in Q4 2019 was Rock Springs Capital Management, an estimated $14.2M added.
  • The largest OneSpaWorld seller in Q4 2019 was Waddell & Reed Financial, an estimated $18.2M sold.

Based on aggregated 13F filings for Q4 2019.