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Scorpio Tankers

143 hedge funds and large institutions have $1.83B invested in Scorpio Tankers in 2013 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more call options, than puts

Call options by funds: $354K | Put options by funds: $59K

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

36% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 45

19% more capital invested

Capital invested by funds: $1.53B → $1.83B (+$296M)

7% more funds holding

Funds holding: 134143 (+9)

0.08% more ownership

Funds ownership: 8.39%8.47% (+0.08%)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
143
Holders Change
+9
Holders Change %
+6.72%
% of All Funds
4.15%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.17%
New
28
Increased
61
Reduced
45
Closed
18
Calls
$354K
Puts
$59K
Net Calls
+$295K
Net Calls Change
+$295K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$167M -$3.37M -30,070 -2%
KCM
2
Kensico Capital Management
Connecticut
$119M -$6.57M -58,650 -5%
CRAM
3
Claren Road Asset Management
New York
$113M +$2.46M +22,000 +2%
LM
4
Lasry Marc
$89.1M +$2.28M +20,390 +3%
MCM
5
Mason Capital Management
New York
$82.8M
MAC
6
Monarch Alternative Capital
New York
$74.4M -$8.83M -78,771 -11%
DCM
7
Daruma Capital Management
New York
$69.9M +$66.4M +593,033 New
BAMCO Inc
8
BAMCO Inc
New York
$55.4M +$117K +1,040 +0.2%
BFA
9
BlackRock Fund Advisors
California
$54.6M -$2.03M -18,114 -4%
BC
10
BHR Capital
New York
$54.2M
Fidelity Investments
11
Fidelity Investments
Massachusetts
$50.7M -$756K -6,750 -2%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$50.3M -$2.24M -19,978 -4%
Morgan Stanley
13
Morgan Stanley
New York
$47.3M +$1.44M +12,885 +3%
GGHC
14
Gilder Gagnon Howe & Co
New York
$42.3M -$238K -2,126 -0.6%
Millennium Management
15
Millennium Management
New York
$39.8M -$1.18M -10,546 -3%
State Street
16
State Street
Massachusetts
$34.4M +$1.24M +11,105 +4%
SAM
17
Steinberg Asset Management
New York
$34.2M -$457K -4,079 -1%
VanEck Associates
18
VanEck Associates
New York
$31.4M +$29.8M +266,130 New
BIT
19
BlackRock Institutional Trust
California
$26.7M +$135K +1,204 +0.5%
GCM
20
Glenview Capital Management
New York
$26.6M
PCM
21
Penn Capital Management
Pennsylvania
$26.4M +$13.1M +116,684 +109%
Northern Trust
22
Northern Trust
Illinois
$25.3M +$283K +2,523 +1%
Boston Partners
23
Boston Partners
Massachusetts
$25.1M -$2.29M -20,437 -9%
HA
24
Heartland Advisors
Wisconsin
$25M +$6.72K +60 +0%
PWPCM
25
Perella Weinberg Partners Capital Management
New York
$23.9M +$873K +7,794 +4%

STNG Hedge Fund Activity: Q4 2013 in Review

143 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Scorpio Tankers (STNG) for Q4 2013, worth a combined $1.83B — up 19% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new STNG positions and 18 closed out — a net gain of 10 holders — while 61 added to existing stakes and 45 trimmed.

The largest buyer was Daruma Capital Management, opening a new position worth an estimated $66.4M. The largest seller was Oceanic Investment Management, cutting an estimated $19.9M.

  • 143 institutional investors held Scorpio Tankers (STNG) as of Q4 2013, up from 134 in Q3 2013.
  • Funds reported $1.83B of Scorpio Tankers stock for Q4 2013, up 19% quarter-over-quarter.
  • 28 funds opened new Scorpio Tankers positions in Q4 2013 and 18 closed out, a net change of +10 holders.
  • The largest Scorpio Tankers buyer in Q4 2013 was Daruma Capital Management, an estimated $66.4M added.
  • The largest Scorpio Tankers seller in Q4 2013 was Oceanic Investment Management, an estimated $19.9M sold.

Based on aggregated 13F filings for Q4 2013.