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OneSpaWorld

120 hedge funds and large institutions have $652M invested in OneSpaWorld in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,415% more call options, than puts

Call options by funds: $31.4M | Put options by funds: $1.25M

100% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 15

14% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 36

13% more funds holding

Funds holding: 106120 (+14)

7% more capital invested

Capital invested by funds: $607M → $652M (+$45M)

0.08% more ownership

Funds ownership: 88.41%88.5% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
120
Holders Change
+14
Holders Change %
+13.21%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
41
Reduced
36
Closed
15
Calls
$31.4M
Puts
$1.25M
Net Calls
+$30.2M
Net Calls Change
-$41M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Ariel Investments
Illinois
$103M +$15.1M +1,494,322 +18%
Franklin Resources
2
Franklin Resources
California
$64.2M +$1.9M +187,800 +3%
CCM
3
Channing Capital Management
Illinois
$51.7M +$1.2M +118,320 +2%
NSCM
4
New South Capital Management
Tennessee
$41M -$606K -59,963 -2%
GIM
5
Granahan Investment Management
Massachusetts
$40.6M -$4.91M -486,373 -11%
BlackRock
6
BlackRock
New York
$38.4M +$1.98M +196,361 +6%
Capital Research Global Investors
7
Capital Research Global Investors
California
$28.2M -$22.7M -2,247,152 -46%
TCM
8
TimesSquare Capital Management
New York
$25.9M +$4.72M +467,508 +24%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$22.1M +$1.16M +114,896 +6%
Ameriprise
10
Ameriprise
Minnesota
$16M +$14.9M +1,474,091 +5,242%
DFAM
11
Deep Field Asset Management
California
$14.8M -$3.3M -326,636 -19%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$13.4M +$12.7M +1,257,485 New
New York State Common Retirement Fund
13
New York State Common Retirement Fund
New York
$13.3M -$14.1K -1,400 -0.1%
PCM
14
Palisade Capital Management
New Jersey
$13M +$987K +97,677 +9%
Vanguard Group
15
Vanguard Group
Pennsylvania
$12.5M +$838K +82,931 +8%
Goldman Sachs
16
Goldman Sachs
New York
$11.7M +$321K +31,738 +3%
AI
17
Aperture Investors
New York
$10.4M +$278K +27,490 +3%
EAM
18
Eagle Asset Management
Florida
$9.72M +$1.91M +188,605 +28%
PA
19
Pinnacle Associates
New York
$9.3M +$7.63M +755,425 +639%
PFM
20
Premier Fund Managers
United Kingdom
$9.27M
State Street
21
State Street
Massachusetts
$9.03M -$313K -30,993 -4%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$8.59M +$725K +71,774 +10%
SI
23
Scout Investments
Missouri
$7.66M +$7.26M +718,834 New
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$6.61M
FAM
25
Fenimore Asset Management
New York
$6.54M +$1.43M +141,728 +30%

OSW Hedge Fund Activity: Q1 2021 in Review

120 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in OneSpaWorld (OSW) for Q1 2021, worth a combined $652M — up 7.4% from $607M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new OSW positions and 15 closed out — a net gain of 15 holders — while 41 added to existing stakes and 36 trimmed.

The largest buyer was Ariel Investments, adding an estimated $15.1M. The largest seller was BAMCO Inc, exiting entirely with an estimated $23.4M sold.

  • 120 institutional investors held OneSpaWorld (OSW) as of Q1 2021, up from 106 in Q4 2020.
  • Funds reported $652M of OneSpaWorld stock for Q1 2021, up 7.4% quarter-over-quarter.
  • 30 funds opened new OneSpaWorld positions in Q1 2021 and 15 closed out, a net change of +15 holders.
  • The largest OneSpaWorld buyer in Q1 2021 was Ariel Investments, an estimated $15.1M added.
  • The largest OneSpaWorld seller in Q1 2021 was BAMCO Inc, an estimated $23.4M sold.

Based on aggregated 13F filings for Q1 2021.