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Tidewater

95 hedge funds and large institutions have $390M invested in Tidewater in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

391% more call options, than puts

Call options by funds: $231K | Put options by funds: $47K

22% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 23

8% more capital invested

Capital invested by funds: $360M → $390M (+$29.5M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.4% less ownership

Funds ownership: 78.98%78.58% (-0.4%)

1% less funds holding

Funds holding: 9695 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
95
Holders Change
-1
Holders Change %
-1.04%
% of All Funds
1.66%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
28
Reduced
23
Closed
9
Calls
$231K
Puts
$47K
Net Calls
+$184K
Net Calls Change
+$219K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$93.4M +$5.15M +453,131 +6%
BlackRock
2
BlackRock
New York
$33.9M -$470K -41,329 -1%
RR
3
Robotti Robert
$30.4M
AIG
4
American International Group
New York
$28.5M -$3.48K -306 -0%
TAM
5
Third Avenue Management
New York
$28.3M -$2.18M -191,461 -8%
MCM
6
Moerus Capital Management
New York
$28.2M +$1.81M +159,454 +7%
Vanguard Group
7
Vanguard Group
Pennsylvania
$25.8M -$375K -33,006 -2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$12.1M -$1.51M -132,880 -12%
NI
9
NYL Investors
New York
$11.7M
State Street
10
State Street
Massachusetts
$9.82M -$614K -54,036 -6%
CM
11
Condire Management
Texas
$9.77M -$2.27M -200,000 -20%
FPA
12
First Pacific Advisors
California
$8.52M
Geode Capital Management
13
Geode Capital Management
Massachusetts
$8.31M +$30.3K +2,665 +0.4%
Goldman Sachs
14
Goldman Sachs
New York
$7.16M -$448K -39,381 -6%
State Farm Mutual Automobile Insurance
15
State Farm Mutual Automobile Insurance
Illinois
$6.36M
Northern Trust
16
Northern Trust
Illinois
$4.92M -$82.3K -7,239 -2%
V
17
ValueWorks
New York
$4.02M
OKSA
18
O'Keefe Stevens Advisory
New York
$3.4M -$66.6K -5,862 -2%
WIM
19
Wittenberg Investment Management
Massachusetts
$2.74M +$335K +29,500 +15%
FWIA
20
Fort Washington Investment Advisors
Ohio
$2.56M
Morgan Stanley
21
Morgan Stanley
New York
$2.2M +$86.9K +7,647 +4%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$2M +$139K +12,219 +8%
N
23
Nuveen
North Carolina
$1.75M -$79.8K -7,024 -4%
AFIMH
24
American Family Insurance Mutual Holding
Wisconsin
$1.45M
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$1.29M +$1.16M +101,706 New

TDW Hedge Fund Activity: Q3 2021 in Review

95 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Tidewater (TDW) for Q3 2021, worth a combined $390M — up 8.2% from $360M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of TDW and 8 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 28 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $5.15M. The largest seller was Condire Management, cutting an estimated $2.27M.

  • 95 institutional investors held Tidewater (TDW) as of Q3 2021, down from 96 in Q2 2021.
  • Funds reported $390M of Tidewater stock for Q3 2021, up 8.2% quarter-over-quarter.
  • 8 funds opened new Tidewater positions in Q3 2021 and 9 closed out, a net change of -1 holder.
  • The largest Tidewater buyer in Q3 2021 was T. Rowe Price Associates, an estimated $5.15M added.
  • The largest Tidewater seller in Q3 2021 was Condire Management, an estimated $2.27M sold.

Based on aggregated 13F filings for Q3 2021.