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Tidewater

96 hedge funds and large institutions have $360M invested in Tidewater in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 34 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.3% less ownership

Funds ownership: 80.28%78.98% (-1.3%)

5% less capital invested

Capital invested by funds: $380M → $360M (-$19.7M)

6% less funds holding

Funds holding: 10296 (-6)

19% less call options, than puts

Call options by funds: $149K | Put options by funds: $184K

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

38% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 34

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
96
Holders Change
-6
Holders Change %
-5.88%
% of All Funds
1.67%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
10
Increased
21
Reduced
34
Closed
16
Calls
$149K
Puts
$184K
Net Calls
-$35K
Net Calls Change
+$994K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$87.9M +$2.47M +185,755 +3%
BlackRock
2
BlackRock
New York
$34.3M +$109K +8,168 +0.3%
TAM
3
Third Avenue Management
New York
$30.6M -$77.1K -5,802 -0.2%
RR
4
Robotti Robert
$30.4M +$10.6K +796 +0%
MCM
5
Moerus Capital Management
New York
$26.2M -$7.9M -594,506 -21%
Vanguard Group
6
Vanguard Group
Pennsylvania
$26.2M +$589K +44,337 +2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$13.6M +$321K +24,159 +2%
CM
8
Condire Management
Texas
$12.2M
NI
9
NYL Investors
New York
$11.7M
State Street
10
State Street
Massachusetts
$10.5M +$372K +27,998 +3%
FPA
11
First Pacific Advisors
California
$8.51M
Geode Capital Management
12
Geode Capital Management
Massachusetts
$8.27M +$307K +23,103 +3%
Goldman Sachs
13
Goldman Sachs
New York
$7.62M -$274K -20,635 -3%
State Farm Mutual Automobile Insurance
14
State Farm Mutual Automobile Insurance
Illinois
$6.36M
Northern Trust
15
Northern Trust
Illinois
$5.01M -$61.6K -4,637 -1%
V
16
ValueWorks
New York
$4.02M +$4.43M +333,285 New
OKSA
17
O'Keefe Stevens Advisory
New York
$3.46M +$6.64K +500 +0.2%
Charles Schwab
18
Charles Schwab
California
$3.38M +$67.4K +5,071 +2%
FWIA
19
Fort Washington Investment Advisors
Ohio
$2.56M
WIM
20
Wittenberg Investment Management
Massachusetts
$2.38M
Morgan Stanley
21
Morgan Stanley
New York
$2.11M +$1.79M +134,913 +337%
N
22
Nuveen
North Carolina
$2.03M -$543K -40,894 -20%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.85M -$44.4K -3,343 -2%
AFIMH
24
American Family Insurance Mutual Holding
Wisconsin
$1.44M
CI
25
Cigna Investments
Connecticut
$961K

TDW Hedge Fund Activity: Q2 2021 in Review

96 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Tidewater (TDW) for Q2 2021, worth a combined $360M — down 5.2% from $380M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of TDW and 10 opened new positions — a net loss of 6 holders — while 34 trimmed existing stakes and 21 added.

The largest buyer was ValueWorks, opening a new position worth an estimated $4.43M. The largest seller was Moerus Capital Management, cutting an estimated $7.9M.

  • 96 institutional investors held Tidewater (TDW) as of Q2 2021, down from 102 in Q1 2021.
  • Funds reported $360M of Tidewater stock for Q2 2021, down 5.2% quarter-over-quarter.
  • 10 funds opened new Tidewater positions in Q2 2021 and 16 closed out, a net change of -6 holders.
  • The largest Tidewater buyer in Q2 2021 was ValueWorks, an estimated $4.43M added.
  • The largest Tidewater seller in Q2 2021 was Moerus Capital Management, an estimated $7.9M sold.

Based on aggregated 13F filings for Q2 2021.