SEACOR Marine Holdings
SMHI
46 hedge funds and large institutions have $84M invested in SEACOR Marine Holdings in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
10% more funds holding
Funds holding: 42 → 46 (+4)
1.49% more ownership
Funds ownership: 53.24% → 54.74% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
25% less capital invested
Capital invested by funds: $112M → $84M (-$27.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$1.94M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.56M |
| 3 |
RR
Robotti Robert
|
+$1M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$774K |
| 5 |
CG
Carlyle Group
Washington,
District of Columbia
|
+$385K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OC
Oppenheimer & Close
New York
|
-$1.28M |
| 2 |
First Manhattan
New York
|
-$325K |
| 3 |
Millennium Management
New York
|
-$177K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$156K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$44.4K |
SMHI Hedge Fund Activity: Q2 2022 in Review
46 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in SEACOR Marine Holdings (SMHI) for Q2 2022, worth a combined $84M — down 25% from $112M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SMHI positions and 4 closed out — a net gain of 5 holders — while 15 added to existing stakes and 8 trimmed.
The largest buyer was Assenagon Asset Management, opening a new position worth an estimated $1.94M. The largest seller was Oppenheimer & Close, cutting an estimated $1.28M.
- 46 institutional investors held SEACOR Marine Holdings (SMHI) as of Q2 2022, up from 42 in Q1 2022.
- Funds reported $84M of SEACOR Marine Holdings stock for Q2 2022, down 25% quarter-over-quarter.
- 9 funds opened new SEACOR Marine Holdings positions in Q2 2022 and 4 closed out, a net change of +5 holders.
- The largest SEACOR Marine Holdings buyer in Q2 2022 was Assenagon Asset Management, an estimated $1.94M added.
- The largest SEACOR Marine Holdings seller in Q2 2022 was Oppenheimer & Close, an estimated $1.28M sold.
Based on aggregated 13F filings for Q2 2022.