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OneSpaWorld

102 hedge funds and large institutions have $227M invested in OneSpaWorld in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 33

9% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 35

5% less funds holding

Funds holding: 107102 (-5)

7.89% less ownership

Funds ownership: 97.87%89.98% (-7.9%)

75% less call options, than puts

Call options by funds: $115K | Put options by funds: $457K

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

77% less capital invested

Capital invested by funds: $1B → $227M (-$774M)

Holders
102
Holders Change
-5
Holders Change %
-4.67%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
32
Increased
31
Reduced
33
Closed
35
Calls
$115K
Puts
$457K
Net Calls
-$342K
Net Calls Change
-$556K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$23.7M -$1.44M -120,108 -2%
BlackRock
2
BlackRock
New York
$13.4M -$1.48M -122,686 -4%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$13M +$5.38M +447,285 +16%
AllianceBernstein
4
AllianceBernstein
Tennessee
$12.1M -$65.8K -5,471 -0.2%
NSCM
5
New South Capital Management
Tennessee
$11.6M +$7.5M +623,200 +28%
TCM
6
TimesSquare Capital Management
New York
$10.3M +$2.7M +224,774 +10%
Capital Research Global Investors
7
Capital Research Global Investors
California
$8.71M +$25.8M +2,146,238 New
Brown Advisory
8
Brown Advisory
Maryland
$8.49M +$25.2M +2,092,039 New
GIM
9
Granahan Investment Management
Massachusetts
$8.19M -$8.54M -709,497 -26%
AI
10
Ariel Investments
Illinois
$7M +$20.8M +1,725,487 New
JP Morgan Chase
11
JP Morgan Chase
New York
$6.81M +$18.7M +1,554,122 +1,270%
DFAM
12
Deep Field Asset Management
California
$6.72M +$6.01M +499,487 +43%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$6.61M
Bank of New York Mellon
14
Bank of New York Mellon
New York
$6.51M +$7.44M +618,370 +63%
Fidelity International
15
Fidelity International
Bermuda
$6M +$17.8M +1,478,972 New
UBS AM
16
UBS AM
Illinois
$5.6M +$8.75M +726,919 +112%
BCP
17
Bayberry Capital Partners
New York
$5.11M +$4.95M +411,188 +49%
Goldman Sachs
18
Goldman Sachs
New York
$4.4M -$18.6M -1,544,949 -59%
RSCM
19
Rock Springs Capital Management
Maryland
$4.26M +$1.8M +150,000 +17%
GF
20
Greenhouse Funds
Maryland
$4.23M -$12.5M -1,042,602 -50%
BAMCO Inc
21
BAMCO Inc
New York
$4.06M -$117K -9,750 -1%
State Street
22
State Street
Massachusetts
$3.64M +$500K +41,548 +5%
Aviva
23
Aviva
United Kingdom
$3.62M +$9.24M +767,810 +623%
PCM
24
Palisade Capital Management
New Jersey
$3.1M +$9.17M +762,521 New
SAM
25
Silvercrest Asset Management
New York
$3.04M +$3.66M +304,461 +68%

OSW Hedge Fund Activity: Q1 2020 in Review

102 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in OneSpaWorld (OSW) for Q1 2020, worth a combined $227M — down 77% from $1B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of OSW and 32 opened new positions — a net loss of 3 holders — while 33 trimmed existing stakes and 31 added.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $25.8M. The largest seller was Channing Capital Management, exiting entirely with an estimated $41.2M sold.

  • 102 institutional investors held OneSpaWorld (OSW) as of Q1 2020, down from 107 in Q4 2019.
  • Funds reported $227M of OneSpaWorld stock for Q1 2020, down 77% quarter-over-quarter.
  • 32 funds opened new OneSpaWorld positions in Q1 2020 and 35 closed out, a net change of -3 holders.
  • The largest OneSpaWorld buyer in Q1 2020 was Capital Research Global Investors, an estimated $25.8M added.
  • The largest OneSpaWorld seller in Q1 2020 was Channing Capital Management, an estimated $41.2M sold.

Based on aggregated 13F filings for Q1 2020.