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Tidewater

195 hedge funds and large institutions have $1.98B invested in Tidewater in 2023 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 60 increasing their positions, 68 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more call options, than puts

Call options by funds: $64.8M | Put options by funds: $22.6M

28% more capital invested

Capital invested by funds: $1.55B → $1.98B (+$435M)

17% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 42

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

3% more funds holding

Funds holding: 189195 (+6)

4.62% less ownership

Funds ownership: 93.48%88.86% (-4.6%)

12% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 68

Holders
195
Holders Change
+6
Holders Change %
+3.17%
% of All Funds
3.11%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.27%
New
49
Increased
60
Reduced
68
Closed
42
Calls
$64.8M
Puts
$22.6M
Net Calls
+$42.2M
Net Calls Change
+$42.4M
Name Holding Trade Value Shares
Change
Change in
Stake
QL
176
Quarry LP
New York
$10.7K -$3.83K -89 -27%
BG
177
Bollard Group
Massachusetts
$9K
AIP
178
Ahrens Investment Partners
Louisiana
$8.99K +$8.77K +204 New
SFM
179
Spartan Fund Management
Canada
$8.82K -$120K -2,800 -93%
EI
180
Ellevest Inc
New York
$5.29K -$4.25K -99 -45%
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$5.2K
NA
182
NewEdge Advisors
Louisiana
$3.17K +$3.01K +70 +3,500%
CAL
183
Capital Advisors Ltd
Ohio
$3K
Creative Planning
184
Creative Planning
Kansas
$2.95K +$2.88K +67 New
WTA
185
Washington Trust Advisors
Massachusetts
$2.07K
BAM
186
Belpointe Asset Management
Nevada
$1.37K -$344 -8 -21%
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$1.23K
SC
188
Schubert & Co
Texas
$309 +$301 +7 New
WT
189
Washington Trust
Rhode Island
$220
SIC
190
SJS Investment Consulting
Ohio
$177 +$172 +4 New
JWA
191
JFS Wealth Advisors
Pennsylvania
$133 +$129 +3 New
DI
192
Disciplined Investments
Oklahoma
$132 +$129 +3 New
AF
193
Advisornet Financial
Minnesota
$88 +$86 +2 New
CM
194
Condire Management
Texas
-$13.1M -354,140 Closed
PFMU
195
Privium Fund Management (UK)
United Kingdom
-$9.89M -268,359 Closed
BCM
196
Brightline Capital Management
Florida
-$9.77M -265,000 Closed
CSS
197
Cubist Systematic Strategies
Connecticut
-$10.1M -235,644 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
198
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$8.29M -224,900 Closed
FWIA
199
Fort Washington Investment Advisors
Ohio
-$7.83M -212,532 Closed
CAMG
200
CWA Asset Management Group
Florida
-$6.95M -188,517 Closed

TDW Hedge Fund Activity: Q1 2023 in Review

195 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Tidewater (TDW) for Q1 2023, worth a combined $1.98B — up 28% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new TDW positions and 42 closed out — a net gain of 7 holders — while 60 added to existing stakes and 68 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $132M. The largest seller was T. Rowe Price Associates, cutting an estimated $51.3M.

  • 195 institutional investors held Tidewater (TDW) as of Q1 2023, up from 189 in Q4 2022.
  • Funds reported $1.98B of Tidewater stock for Q1 2023, up 28% quarter-over-quarter.
  • 49 funds opened new Tidewater positions in Q1 2023 and 42 closed out, a net change of +7 holders.
  • The largest Tidewater buyer in Q1 2023 was Neuberger Berman Group, an estimated $132M added.
  • The largest Tidewater seller in Q1 2023 was T. Rowe Price Associates, an estimated $51.3M sold.

Based on aggregated 13F filings for Q1 2023.