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Turning Point Brands

101 hedge funds and large institutions have $201M invested in Turning Point Brands in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 17 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 17

15% more call options, than puts

Call options by funds: $7.54M | Put options by funds: $6.53M

8.48% more ownership

Funds ownership: 35.81%44.29% (+8.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less funds holding

Funds holding: 109101 (-8)

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

42% less capital invested

Capital invested by funds: $343M → $201M (-$143M)

Holders
101
Holders Change
-8
Holders Change %
-7.34%
% of All Funds
2.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
44
Reduced
17
Closed
31
Calls
$7.54M
Puts
$6.53M
Net Calls
+$1.01M
Net Calls Change
-$439K
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$32.1M +$7.02M +184,344 +15%
BlackRock
2
BlackRock
New York
$15.6M +$790K +20,751 +3%
SG
3
Standard General
New York
$15.2M
EMG
4
ETF Managers Group
New Jersey
$10.1M +$2.96M +77,815 +22%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$9.82M +$209K +5,492 +1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$9.79M +$768K +20,167 +5%
Millennium Management
7
Millennium Management
New York
$8.37M +$11.8M +309,252 +577%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$6.97M +$11.5M +301,664 +44,232%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$5.95M +$5.51M +144,565 +127%
FSCM
10
First Sabrepoint Capital Management
Texas
$5.8M +$4.49M +117,741 +88%
Barclays
11
Barclays
United Kingdom
$5.42M +$8.53M +223,998 +2,006%
Citadel Advisors
12
Citadel Advisors
Florida
$5.1M +$8.2M +215,320 +3,724%
Morgan Stanley
13
Morgan Stanley
New York
$4.66M +$4.55M +119,513 +145%
Renaissance Technologies
14
Renaissance Technologies
New York
$4M -$6.95M -182,500 -51%
State Street
15
State Street
Massachusetts
$3.8M -$47.7K -1,252 -0.8%
SG Americas Securities
16
SG Americas Securities
New York
$3.67M +$5.9M +154,838 +3,420%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$3.31M -$45.7K -1,200 -0.8%
Two Sigma Investments
18
Two Sigma Investments
New York
$3.17M +$5.07M +132,981 +3,071%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$2.51M +$8.11K +213 +0.2%
Northern Trust
20
Northern Trust
Illinois
$2.45M +$128K +3,372 +3%
PGM
21
Parian Global Management
New York
$2.31M +$3.82M +100,165 New
Prudential Financial
22
Prudential Financial
New Jersey
$2.09M +$3.45M +90,613 New
Marshall Wace
23
Marshall Wace
United Kingdom
$1.85M +$3.06M +80,449 New
Goldman Sachs
24
Goldman Sachs
New York
$1.83M +$2.27M +59,549 +299%
N
25
Nuveen
North Carolina
$1.68M -$868K -22,789 -24%

TPB Hedge Fund Activity: Q3 2019 in Review

101 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Turning Point Brands (TPB) for Q3 2019, worth a combined $201M — down 42% from $343M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of TPB and 24 opened new positions — a net loss of 7 holders — while 17 trimmed existing stakes and 44 added.

The largest buyer was Millennium Management, adding an estimated $11.8M. The largest seller was Portolan Capital Management, exiting entirely with an estimated $13.5M sold.

  • 101 institutional investors held Turning Point Brands (TPB) as of Q3 2019, down from 109 in Q2 2019.
  • Funds reported $201M of Turning Point Brands stock for Q3 2019, down 42% quarter-over-quarter.
  • 24 funds opened new Turning Point Brands positions in Q3 2019 and 31 closed out, a net change of -7 holders.
  • The largest Turning Point Brands buyer in Q3 2019 was Millennium Management, an estimated $11.8M added.
  • The largest Turning Point Brands seller in Q3 2019 was Portolan Capital Management, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2019.