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ROX

Castle Brands, Inc.
ROX

Delisted

ROX was delisted on the 8th of October, 2019.

69 hedge funds and large institutions have $25.5M invested in Castle Brands, Inc. in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

10% more funds holding

Funds holding: 6369 (+6)

1% more capital invested

Capital invested by funds: $25.1M → $25.5M (+$368K)

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
22
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$5.61M +$966K +778,334 +20%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.26M +$64.7K +52,116 +1%
HIC
3
Hartline Investment Corp
Illinois
$3.68M +$97.1K +78,233 +3%
State Street
4
State Street
Massachusetts
$1.52M +$105K +84,318 +7%
Millennium Management
5
Millennium Management
New York
$1.49M +$22.2K +17,850 +1%
Northern Trust
6
Northern Trust
Illinois
$1.16M +$11.9K +9,620 +1%
BCM
7
Bridgeway Capital Management
Texas
$1.12M
Geode Capital Management
8
Geode Capital Management
Massachusetts
$938K +$66.3K +53,389 +7%
MHP
9
Manatuck Hill Partners
Connecticut
$833K
SAM
10
Silphium Asset Management
United Kingdom
$440K
IR
11
IAT Reinsurance
New York
$298K
Bank of New York Mellon
12
Bank of New York Mellon
New York
$280K -$10.4K -8,409 -3%
Morgan Stanley
13
Morgan Stanley
New York
$237K +$7.46K +6,007 +3%
TCIM
14
TIAA CREF Investment Management
New York
$217K -$38.5K -31,023 -15%
Deutsche Bank
15
Deutsche Bank
Germany
$204K +$66.4K +53,511 +45%
TA
16
Teachers Advisors
New York
$184K
Charles Schwab
17
Charles Schwab
California
$177K
Wells Fargo
18
Wells Fargo
California
$172K -$6.68K -5,379 -4%
California State Teachers Retirement System (CalSTRS)
19
California State Teachers Retirement System (CalSTRS)
California
$166K
SAM
20
Silvercrest Asset Management
New York
$146K
Creative Planning
21
Creative Planning
Kansas
$136K +$142K +114,326 New
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$97K +$18K +14,530 +22%
AQR Capital Management
23
AQR Capital Management
Connecticut
$70K -$76.8K -61,904 -51%
AIG
24
American International Group
New York
$70K +$2.44K +1,964 +3%
Fayez Sarofim & Co
25
Fayez Sarofim & Co
Texas
$63K

ROX Hedge Fund Activity: Q2 2018 in Review

69 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Castle Brands, Inc. (ROX) for Q2 2018, worth a combined $25.5M — up 1.5% from $25.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new ROX positions and 2 closed out — a net gain of 6 holders — while 22 added to existing stakes and 11 trimmed.

The largest buyer was BlackRock, adding an estimated $966K. The largest seller was AQR Capital Management, cutting an estimated $76.8K.

  • 69 institutional investors held Castle Brands, Inc. (ROX) as of Q2 2018, up from 63 in Q1 2018.
  • Funds reported $25.5M of Castle Brands, Inc. stock for Q2 2018, up 1.5% quarter-over-quarter.
  • 8 funds opened new Castle Brands, Inc. positions in Q2 2018 and 2 closed out, a net change of +6 holders.
  • The largest Castle Brands, Inc. buyer in Q2 2018 was BlackRock, an estimated $966K added.
  • The largest Castle Brands, Inc. seller in Q2 2018 was AQR Capital Management, an estimated $76.8K sold.

Based on aggregated 13F filings for Q2 2018.