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Tidewater

242 hedge funds and large institutions have $2.77B invested in Tidewater in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 92 increasing their positions, 83 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $12.7M | Put options by funds: $6.52M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

17% more capital invested

Capital invested by funds: $2.36B → $2.77B (+$409M)

11% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 83

0.04% more ownership

Funds ownership: 3.01%3.05% (+0.04%)

4% less funds holding

Funds holding: 252242 (-10)

26% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 35

Holders
242
Holders Change
-10
Holders Change %
-3.97%
% of All Funds
6.96%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
26
Increased
92
Reduced
83
Closed
35
Calls
$12.7M
Puts
$6.52M
Net Calls
+$6.19M
Net Calls Change
+$552K
Name Holding Trade Value Shares
Change
Change in
Stake
VDBMI
26
Van Den Berg Management I
Texas
$30.1M +$600K +362 +2%
DSC
27
Donald Smith & Co
New York
$28.2M +$23.9M +14,418 +1,260%
Ameriprise
28
Ameriprise
Minnesota
$27.9M -$1.14M -685 -4%
HA
29
Heartland Advisors
Wisconsin
$27.5M -$168K -101 -0.7%
Northern Trust
30
Northern Trust
Illinois
$27.2M -$4.47M -2,695 -15%
State Farm Mutual Automobile Insurance
31
State Farm Mutual Automobile Insurance
Illinois
$27.1M
WCM
32
Wedge Capital Management
North Carolina
$23.4M +$58.1K +35 +0.3%
SAM
33
Sentinel Asset Management
Vermont
$20.3M +$44.8K +27 +0.2%
Ohio Public Employees Retirement System (OPERS)
34
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.8M +$743K +448 +5%
Massachusetts Financial Services
35
Massachusetts Financial Services
Massachusetts
$17.8M +$11.9M +7,171 +268%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$17.2M -$78K -47 -0.5%
Geode Capital Management
37
Geode Capital Management
Massachusetts
$14.8M +$280K +169 +2%
FGP
38
Foyston, Gordon, & Payne
Ontario, Canada
$14.5M -$620K -374 -4%
VanEck Associates
39
VanEck Associates
New York
$14.4M +$199K +120 +2%
KG
40
Killen Group
Pennsylvania
$13.9M -$1.73M -1,043 -12%
STCG
41
Speece Thorson Capital Group
Minnesota
$13.1M +$2.14M +1,291 +22%
VDI
42
Vaughan David Investments
Illinois
$11.7M +$1.99M +1,198 +23%
Deutsche Bank
43
Deutsche Bank
Germany
$11.4M +$8.89M +5,357 +561%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$11.2M -$2.26M -1,363 -18%
RJA
45
Raymond James & Associates
Florida
$10.8M -$1.03M -623 -9%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$9.88M -$64.7K -39 -0.7%
LDB
47
Lee, Danner & Bass
Tennessee
$9.81M +$1.6M +964 +22%
Morgan Stanley
48
Morgan Stanley
New York
$9.76M +$992K +598 +12%
Truist Financial
49
Truist Financial
North Carolina
$9.18M +$1.22M +733 +17%
HEIP
50
Hudson Edge Investment Partners
New Jersey
$8.21M +$3.9M +2,354 +108%

TDW Hedge Fund Activity: Q2 2014 in Review

242 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Tidewater (TDW) for Q2 2014, worth a combined $2.77B — up 17% from $2.36B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of TDW and 26 opened new positions — a net loss of 9 holders — while 83 trimmed existing stakes and 92 added.

The largest buyer was Snow Capital Management, adding an estimated $40.3M. The largest seller was Suntrust Banks, cutting an estimated $137M.

  • 242 institutional investors held Tidewater (TDW) as of Q2 2014, down from 252 in Q1 2014.
  • Funds reported $2.77B of Tidewater stock for Q2 2014, up 17% quarter-over-quarter.
  • 26 funds opened new Tidewater positions in Q2 2014 and 35 closed out, a net change of -9 holders.
  • The largest Tidewater buyer in Q2 2014 was Snow Capital Management, an estimated $40.3M added.
  • The largest Tidewater seller in Q2 2014 was Suntrust Banks, an estimated $137M sold.

Based on aggregated 13F filings for Q2 2014.