We are live on ! Find out more
TPB icon

Turning Point Brands

83 hedge funds and large institutions have $182M invested in Turning Point Brands in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

35% more call options, than puts

Call options by funds: $1.63M | Put options by funds: $1.21M

1.05% less ownership

Funds ownership: 44.92%43.86% (-1.1%)

8% less funds holding

Funds holding: 9083 (-7)

17% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 29

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

28% less capital invested

Capital invested by funds: $253M → $182M (-$70.3M)

Holders
83
Holders Change
-7
Holders Change %
-7.78%
% of All Funds
1.83%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.13%
New
19
Increased
24
Reduced
29
Closed
24
Calls
$1.63M
Puts
$1.21M
Net Calls
+$420K
Net Calls Change
-$1.86M
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$31.4M -$1.82M -77,585 -5%
EMG
2
ETF Managers Group
New Jersey
$14.5M -$1.35M -57,705 -8%
SG
3
Standard General
New York
$13.9M
BlackRock
4
BlackRock
New York
$13.2M +$228K +9,724 +2%
FSCM
5
First Sabrepoint Capital Management
Texas
$9.5M +$7.46M +318,950 +243%
Vanguard Group
6
Vanguard Group
Pennsylvania
$9.06M +$37.8K +1,615 +0.4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$8.46M
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$7.48M +$1.12M +47,830 +16%
BCM
9
Brigade Capital Management
New York
$6.61M -$304K -13,000 -4%
Millennium Management
10
Millennium Management
New York
$6.58M +$580K +24,773 +9%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$5.52M -$686K -29,323 -10%
NRCM
12
Northern Right Capital Management
Connecticut
$4.74M +$3.25M +138,753 +162%
Barclays
13
Barclays
United Kingdom
$4.34M -$776K -33,161 -14%
Marshall Wace
14
Marshall Wace
United Kingdom
$4.13M +$1.3M +55,534 +40%
DCM
15
DG Capital Management
New York
$3.67M +$4.07M +173,799 New
Morgan Stanley
16
Morgan Stanley
New York
$3.51M -$380K -16,220 -9%
WSL
17
Western Standard LLC
California
$3.36M +$3.72M +158,976 New
State Street
18
State Street
Massachusetts
$3.28M -$18.9K -807 -0.5%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$2.53M +$152K +6,497 +6%
Northern Trust
20
Northern Trust
Illinois
$2.18M -$42.1K -1,797 -2%
GECH
21
Garnet Equity Capital Holdings
New York
$1.96M +$532K +22,727 +32%
PI
22
Putnam Investments
Massachusetts
$1.93M +$2.14M +91,500 New
Prudential Financial
23
Prudential Financial
New Jersey
$1.77M -$2.71M -115,745 -58%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$1.33M +$91.3K +3,900 +7%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.23M -$136K -5,822 -9%

TPB Hedge Fund Activity: Q1 2020 in Review

83 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Turning Point Brands (TPB) for Q1 2020, worth a combined $182M — down 28% from $253M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of TPB and 19 opened new positions — a net loss of 5 holders — while 29 trimmed existing stakes and 24 added.

The largest buyer was First Sabrepoint Capital Management, adding an estimated $7.46M. The largest seller was Parian Global Management, exiting entirely with an estimated $9.73M sold.

  • 83 institutional investors held Turning Point Brands (TPB) as of Q1 2020, down from 90 in Q4 2019.
  • Funds reported $182M of Turning Point Brands stock for Q1 2020, down 28% quarter-over-quarter.
  • 19 funds opened new Turning Point Brands positions in Q1 2020 and 24 closed out, a net change of -5 holders.
  • The largest Turning Point Brands buyer in Q1 2020 was First Sabrepoint Capital Management, an estimated $7.46M added.
  • The largest Turning Point Brands seller in Q1 2020 was Parian Global Management, an estimated $9.73M sold.

Based on aggregated 13F filings for Q1 2020.