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Titan Machinery

101 hedge funds and large institutions have $370M invested in Titan Machinery in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $351M → $370M (+$19.2M)

11% less call options, than puts

Call options by funds: $2.87M | Put options by funds: $3.21M

13% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 38

19% less funds holding

Funds holding: 124101 (-23)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

66% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 35

Holders
101
Holders Change
-23
Holders Change %
-18.55%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
12
Increased
33
Reduced
38
Closed
35
Calls
$2.87M
Puts
$3.21M
Net Calls
-$341K
Net Calls Change
+$667K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$72M +$8.5M +504,293 +14%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$43M +$40.3M +2,388,829 +9,555%
Boston Partners
3
Boston Partners
Massachusetts
$22.2M +$5.25M +311,527 +33%
TC
4
Towle & Co
Colorado
$18.1M +$15.2M +899,724 +775%
HCM
5
Huber Capital Management
California
$17.6M +$3.28M +194,209 +24%
CWAM
6
Columbia Wanger Asset Management
Illinois
$17.2M
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$16.2M +$669K +39,656 +5%
Victory Capital Management
8
Victory Capital Management
Texas
$15.7M +$2.4M +142,321 +19%
Wells Fargo
9
Wells Fargo
California
$9.26M -$284K -16,850 -3%
Vanguard Group
10
Vanguard Group
Pennsylvania
$9.06M +$177K +10,513 +2%
BIT
11
BlackRock Institutional Trust
California
$8.85M +$842K +49,913 +11%
BFA
12
BlackRock Fund Advisors
California
$8.46M -$299K -17,705 -4%
GIM
13
Granahan Investment Management
Massachusetts
$8.35M +$617K +36,573 +8%
Ameriprise
14
Ameriprise
Minnesota
$6.64M -$1.68M -99,916 -21%
FWSM
15
First Wilshire Securities Management
California
$5.14M -$42.3K -2,507 -0.9%
State Street
16
State Street
Massachusetts
$5.11M +$72.4K +4,292 +2%
RFC
17
Russell Frank Company
Washington
$5.09M -$3.39M -201,000 -40%
SONJCPFA
18
State of New Jersey Common Pension Fund A
New Jersey
$4.99M -$5.57M -330,000 -54%
Millennium Management
19
Millennium Management
New York
$4.7M +$4.45M +263,727 New
SRC
20
Shufro Rose & Co
New York
$4.49M -$1.98M -117,150 -32%
EBIM
21
Eagle Boston Investment Management
Massachusetts
$4.44M -$12.4K -737 -0.3%
Northern Trust
22
Northern Trust
Illinois
$4.29M -$57.1K -3,387 -1%
PG
23
Portola Group
California
$3.87M -$409K -24,250 -10%
SCM
24
Snow Capital Management
Pennsylvania
$3.71M +$1.61M +95,705 +85%
WA
25
Whitebox Advisors
Minnesota
$3.58M +$2.98M +176,600 +721%

TITN Hedge Fund Activity: Q4 2013 in Review

101 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Titan Machinery (TITN) for Q4 2013, worth a combined $370M — up 5.5% from $351M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of TITN and 12 opened new positions — a net loss of 23 holders — while 38 trimmed existing stakes and 33 added.

The largest buyer was Fidelity Investments, adding an estimated $40.3M. The largest seller was Opus Capital Group, exiting entirely with an estimated $18.4M sold.

  • 101 institutional investors held Titan Machinery (TITN) as of Q4 2013, down from 124 in Q3 2013.
  • Funds reported $370M of Titan Machinery stock for Q4 2013, up 5.5% quarter-over-quarter.
  • 12 funds opened new Titan Machinery positions in Q4 2013 and 35 closed out, a net change of -23 holders.
  • The largest Titan Machinery buyer in Q4 2013 was Fidelity Investments, an estimated $40.3M added.
  • The largest Titan Machinery seller in Q4 2013 was Opus Capital Group, an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2013.