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Tidewater

238 hedge funds and large institutions have $1.21B invested in Tidewater in 2015 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 93 increasing their positions, 69 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 69

22% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 36

2% more funds holding

Funds holding: 234238 (+4)

0.76% more ownership

Funds ownership: 3.38%4.14% (+0.76%)

24% less call options, than puts

Call options by funds: $5.48M | Put options by funds: $7.21M

32% less capital invested

Capital invested by funds: $1.78B → $1.21B (-$564M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
238
Holders Change
+4
Holders Change %
+1.71%
% of All Funds
6.34%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
44
Increased
93
Reduced
69
Closed
36
Calls
$5.48M
Puts
$7.21M
Net Calls
-$1.72M
Net Calls Change
-$5.14M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Southernsun Asset Management
Tennessee
$82.8M +$15.9M +17,921 +15%
SIM
2
Sprucegrove Investment Management
Ontario, Canada
$76.9M +$28.7M +32,284 +35%
SCM
3
Snow Capital Management
Pennsylvania
$66.8M +$18.4M +20,694 +24%
PIM
4
Perkins Investment Management
Illinois
$66.5M +$41.7M +46,916 +77%
DRZID
5
DePrince Race & Zollo Inc (DRZ)
Florida
$61.4M +$24.6M +27,671 +39%
Vanguard Group
6
Vanguard Group
Pennsylvania
$59.7M +$2.66M +2,986 +3%
RP
7
RR Partners
New York
$34.6M +$24.5M +27,571 +97%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$34.1M -$305K -343 -0.6%
GC
9
GW Capital
Washington
$31.3M +$18.3M +20,609 +69%
State Street
10
State Street
Massachusetts
$29.6M +$4.13M +4,642 +11%
RFC
11
Russell Frank Company
Washington
$28.1M +$13.4M +15,036 +49%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$27.6M +$39.7M +44,646 New
RA
13
Royce & Associates
New York
$27.5M -$4M -4,498 -9%
BIT
14
BlackRock Institutional Trust
California
$25.7M +$1.88M +2,115 +5%
BFA
15
BlackRock Fund Advisors
California
$25M -$8.67M -9,748 -19%
JP Morgan Chase
16
JP Morgan Chase
New York
$20.2M +$1.47M +1,654 +5%
DSC
17
Donald Smith & Co
New York
$20M -$487K -547 -2%
Franklin Resources
18
Franklin Resources
California
$16.2M -$10.6M -11,935 -31%
BTS
19
BB&T Securities
Virginia
$15.6M +$216K +243 +11%
LCP
20
Lombardia Capital Partners
California
$15.4M +$399K +449 +2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$14.6M +$585K +658 +3%
Invesco
22
Invesco
Georgia
$14.4M -$2.52M -2,836 -11%
Ameriprise
23
Ameriprise
Minnesota
$14.3M +$4.29M +4,828 +26%
VFA
24
Virtus Fund Advisers
Connecticut
$13.4M -$89.1M -100,123 -82%
TC
25
Towle & Co
Colorado
$13.1M +$18.9M +21,192 New

TDW Hedge Fund Activity: Q1 2015 in Review

238 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Tidewater (TDW) for Q1 2015, worth a combined $1.21B — down 32% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new TDW positions and 36 closed out — a net gain of 8 holders — while 93 added to existing stakes and 69 trimmed.

The largest buyer was Perkins Investment Management, adding an estimated $41.7M. The largest seller was Virtus Fund Advisers, cutting an estimated $89.1M.

  • 238 institutional investors held Tidewater (TDW) as of Q1 2015, up from 234 in Q4 2014.
  • Funds reported $1.21B of Tidewater stock for Q1 2015, down 32% quarter-over-quarter.
  • 44 funds opened new Tidewater positions in Q1 2015 and 36 closed out, a net change of +8 holders.
  • The largest Tidewater buyer in Q1 2015 was Perkins Investment Management, an estimated $41.7M added.
  • The largest Tidewater seller in Q1 2015 was Virtus Fund Advisers, an estimated $89.1M sold.

Based on aggregated 13F filings for Q1 2015.