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Reservoir Media

56 hedge funds and large institutions have $203M invested in Reservoir Media in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 17

14% more capital invested

Capital invested by funds: $178M → $203M (+$24.4M)

1.31% less ownership

Funds ownership: 45.16%43.85% (-1.3%)

2% less funds holding

Funds holding: 5756 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
5
Increased
26
Reduced
17
Closed
6
Calls
$71K
Puts
Net Calls
+$71K
Net Calls Change
+$67K
Name Holding Trade Value Shares
Change
Change in
Stake
RHI
1
Richmond Hill Investments
New York
$101M
ICM
2
Irenic Capital Management
New York
$24.7M +$3.29M +540,360 +19%
Federated Hermes
3
Federated Hermes
Pennsylvania
$13.3M +$2.22M +364,728 +24%
NCM
4
Nantahala Capital Management
Connecticut
$11.1M +$3.44M +564,469 +57%
BlackRock
5
BlackRock
New York
$8.77M +$321K +52,729 +4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$7.65M +$49.6K +8,140 +0.8%
ACH
7
ArrowMark Colorado Holdings
Colorado
$6.08M -$2.93M -480,724 -36%
AIC
8
AWM Investment Company
New York
$5M
EIM
9
Elliott Investment Management
Florida
$4.07M -$1.89M -310,851 -35%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$4.06M +$191K +31,358 +6%
State Street
11
State Street
Massachusetts
$2.41M +$23.6K +3,876 +1%
Morgan Stanley
12
Morgan Stanley
New York
$2.13M +$746K +122,497 +69%
Russell Investments Group
13
Russell Investments Group
United Kingdom
$1.62M +$53K +8,701 +4%
Northern Trust
14
Northern Trust
Illinois
$1.4M +$36.8K +6,043 +3%
WAM
15
Weiss Asset Management
Massachusetts
$1.22M +$744K +122,246 +251%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$558K +$192K +31,587 +68%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$526K -$143K -23,473 -24%
Two Sigma Investments
18
Two Sigma Investments
New York
$514K +$16.4K +2,697 +4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$467K -$163K -26,788 -29%
Barclays
20
Barclays
United Kingdom
$466K +$141K +23,083 +55%
M&T Bank
21
M&T Bank
New York
$448K -$148K -24,296 -28%
Charles Schwab
22
Charles Schwab
California
$427K
Boston Partners
23
Boston Partners
Massachusetts
$380K -$158K -26,010 -33%
Invesco
24
Invesco
Georgia
$376K +$11.3K +1,848 +4%
Citadel Advisors
25
Citadel Advisors
Florida
$358K +$110K +18,141 +56%

RSVR Hedge Fund Activity: Q4 2023 in Review

56 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Reservoir Media (RSVR) for Q4 2023, worth a combined $203M — up 14% from $178M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of RSVR and 5 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 26 added.

The largest buyer was Nantahala Capital Management, adding an estimated $3.44M. The largest seller was Sanders Morris Harris, exiting entirely with an estimated $7.2M sold.

  • 56 institutional investors held Reservoir Media (RSVR) as of Q4 2023, down from 57 in Q3 2023.
  • Funds reported $203M of Reservoir Media stock for Q4 2023, up 14% quarter-over-quarter.
  • 5 funds opened new Reservoir Media positions in Q4 2023 and 6 closed out, a net change of -1 holder.
  • The largest Reservoir Media buyer in Q4 2023 was Nantahala Capital Management, an estimated $3.44M added.
  • The largest Reservoir Media seller in Q4 2023 was Sanders Morris Harris, an estimated $7.2M sold.

Based on aggregated 13F filings for Q4 2023.