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SEACOR Marine Holdings

92 hedge funds and large institutions have $213M invested in SEACOR Marine Holdings in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

55% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 22

12% more funds holding

Funds holding: 8292 (+10)

3% more capital invested

Capital invested by funds: $207M → $213M (+$6.25M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4.25% less ownership

Funds ownership: 60.53%56.28% (-4.3%)

67% less call options, than puts

Call options by funds: $212K | Put options by funds: $644K

Holders
92
Holders Change
+10
Holders Change %
+12.2%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
34
Reduced
22
Closed
7
Calls
$212K
Puts
$644K
Net Calls
-$432K
Net Calls Change
-$599K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$23.5M -$425K -36,683 -2%
CG
2
Carlyle Group
District of Columbia
$18.3M
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$18.1M -$31.6M -2,728,985 -68%
Vanguard Group
4
Vanguard Group
Pennsylvania
$17.9M +$206K +17,826 +1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$15.5M +$1.11M +95,472 +9%
FFL
6
Flat Footed LLC
Wyoming
$13.4M -$1.62M -139,482 -13%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$12.6M +$10.4M +901,679 New
RR
8
Robotti Robert
$9.3M -$811 -70 -0%
OC
9
Oppenheimer & Close
New York
$8.18M -$38.4K -3,318 -0.6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$7.24M +$171K +14,734 +3%
State Street
11
State Street
Massachusetts
$7.07M +$236K +20,384 +4%
Morgan Stanley
12
Morgan Stanley
New York
$5.68M -$4.45M -384,688 -49%
Invesco
13
Invesco
Georgia
$5.22M +$4.06M +350,576 +1,466%
Cerity Partners
14
Cerity Partners
New York
$4.9M +$2.05M +176,861 +101%
Northern Trust
15
Northern Trust
Illinois
$3.29M +$11.4K +985 +0.4%
SAIG
16
Semper Augustus Investments Group
Colorado
$3.27M -$29.5K -2,548 -1%
RA
17
Royce & Associates
New York
$3.02M
Renaissance Technologies
18
Renaissance Technologies
New York
$2.4M +$672K +58,000 +51%
First Manhattan
19
First Manhattan
New York
$2.36M -$70.8K -6,112 -3%
BCM
20
Bridgeway Capital Management
Texas
$2.03M -$941K -81,266 -36%
N
21
Nuveen
North Carolina
$2M +$646K +55,770 +64%
Millennium Management
22
Millennium Management
New York
$1.89M +$622K +53,745 +66%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.62M -$46.2K -3,990 -3%
Citadel Advisors
24
Citadel Advisors
Florida
$1.61M +$565K +48,797 +73%
ECP
25
Epacria Capital Partners
Colorado
$1.5M

SMHI Hedge Fund Activity: Q1 2024 in Review

92 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in SEACOR Marine Holdings (SMHI) for Q1 2024, worth a combined $213M — up 3% from $207M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SMHI positions and 7 closed out — a net gain of 10 holders — while 34 added to existing stakes and 22 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $10.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $31.6M.

  • 92 institutional investors held SEACOR Marine Holdings (SMHI) as of Q1 2024, up from 82 in Q4 2023.
  • Funds reported $213M of SEACOR Marine Holdings stock for Q1 2024, up 3% quarter-over-quarter.
  • 17 funds opened new SEACOR Marine Holdings positions in Q1 2024 and 7 closed out, a net change of +10 holders.
  • The largest SEACOR Marine Holdings buyer in Q1 2024 was Wellington Management Group, an estimated $10.4M added.
  • The largest SEACOR Marine Holdings seller in Q1 2024 was T. Rowe Price Associates, an estimated $31.6M sold.

Based on aggregated 13F filings for Q1 2024.