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Turning Point Brands

131 hedge funds and large institutions have $726M invested in Turning Point Brands in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 58 increasing their positions, 37 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 37

8% less call options, than puts

Call options by funds: $6.84M | Put options by funds: $7.43M

6.33% less ownership

Funds ownership: 89.84%83.52% (-6.3%)

7% less funds holding

Funds holding: 141131 (-10)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

19% less capital invested

Capital invested by funds: $894M → $726M (-$168M)

40% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 25

Holders
131
Holders Change
-10
Holders Change %
-7.09%
% of All Funds
2.28%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
15
Increased
58
Reduced
37
Closed
25
Calls
$6.84M
Puts
$7.43M
Net Calls
-$589K
Net Calls Change
-$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CSS
51
Cubist Systematic Strategies
Connecticut
$1.21M +$294K +6,360 +32%
Tudor Investment Corp
52
Tudor Investment Corp
Connecticut
$1.02M +$847K +18,315 +458%
ACA
53
Aptus Capital Advisors
Alabama
$921K -$315K -6,806 -25%
Goldman Sachs
54
Goldman Sachs
New York
$837K -$976K -21,117 -54%
AG
55
Algert Global
California
$785K +$576K +12,460 +266%
AC
56
Apogem Capital
New York
$773K +$781K +16,894 New
Principal Financial Group
57
Principal Financial Group
Iowa
$764K +$771K +16,682 New
Two Sigma Advisers
58
Two Sigma Advisers
New York
$741K +$490K +10,600 +189%
Man Group
59
Man Group
United Kingdom
$737K +$490K +10,600 +193%
DC
60
Diametric Capital
Massachusetts
$734K +$742K +16,044 New
EVM
61
Eaton Vance Management
Massachusetts
$673K
CF
62
Centaurus Financial
California
$653K +$485K +10,496 +279%
Arrowstreet Capital
63
Arrowstreet Capital
Massachusetts
$641K -$1.31M -28,435 -67%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$622K +$106K +2,300 +20%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$621K +$66.8K +1,444 +12%
Invesco
66
Invesco
Georgia
$612K +$97.2K +2,103 +19%
JP Morgan Chase
67
JP Morgan Chase
New York
$602K -$243K -5,246 -29%
Wells Fargo
68
Wells Fargo
California
$602K +$286K +6,188 +89%
SWP
69
Strategic Wealth Partners
Ohio
$557K -$424K -9,162 -43%
ECM
70
ExodusPoint Capital Management
New York
$546K -$475K -10,277 -46%
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
$474K +$479K +10,351 New
Bank of America
72
Bank of America
North Carolina
$459K -$46.3K -1,002 -9%
PCM
73
Prelude Capital Management
New York
$458K +$463K +10,006 New
AGM
74
Alpine Global Management
New York
$441K -$16.5K -357 -4%
AQR Capital Management
75
AQR Capital Management
Connecticut
$436K -$57.4K -1,242 -12%

TPB Hedge Fund Activity: Q2 2021 in Review

131 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Turning Point Brands (TPB) for Q2 2021, worth a combined $726M — down 19% from $894M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of TPB and 15 opened new positions — a net loss of 10 holders — while 37 trimmed existing stakes and 58 added.

The largest buyer was Steamboat Capital Partners, opening a new position worth an estimated $14M. The largest seller was Standard General, cutting an estimated $40.7M.

  • 131 institutional investors held Turning Point Brands (TPB) as of Q2 2021, down from 141 in Q1 2021.
  • Funds reported $726M of Turning Point Brands stock for Q2 2021, down 19% quarter-over-quarter.
  • 15 funds opened new Turning Point Brands positions in Q2 2021 and 25 closed out, a net change of -10 holders.
  • The largest Turning Point Brands buyer in Q2 2021 was Steamboat Capital Partners, an estimated $14M added.
  • The largest Turning Point Brands seller in Q2 2021 was Standard General, an estimated $40.7M sold.

Based on aggregated 13F filings for Q2 2021.