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Turning Point Brands

139 hedge funds and large institutions have $755M invested in Turning Point Brands in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 39 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

44% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 39

15% more call options, than puts

Call options by funds: $14M | Put options by funds: $12.2M

6% more funds holding

Funds holding: 131139 (+8)

4% more capital invested

Capital invested by funds: $726M → $755M (+$28.5M)

0.28% more ownership

Funds ownership: 83.52%83.79% (+0.28%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
139
Holders Change
+8
Holders Change %
+6.11%
% of All Funds
2.43%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
25
Increased
56
Reduced
39
Closed
16
Calls
$14M
Puts
$12.2M
Net Calls
+$1.82M
Net Calls Change
+$2.41M
Name Holding Trade Value Shares
Change
Change in
Stake
SG
1
Standard General
New York
$112M -$39.2M -818,000 -26%
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$73.6M -$957K -19,960 -1%
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$59.7M +$1.63M +33,923 +3%
BlackRock
4
BlackRock
New York
$50.5M +$3.46M +72,239 +7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$43.8M +$6.68M +139,382 +18%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$22.2M +$8.45M +176,336 +61%
DCM
7
DG Capital Management
New York
$21.9M +$1.39M +28,959 +7%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$21.8M +$4.58M +95,489 +27%
ACH
9
ArrowMark Colorado Holdings
Colorado
$21.2M +$21.3M +443,920 New
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$19.2M +$339K +7,062 +2%
Barclays
11
Barclays
United Kingdom
$16.9M +$2.84M +59,212 +20%
Millennium Management
12
Millennium Management
New York
$14.2M +$8.18M +170,660 +134%
FSCM
13
First Sabrepoint Capital Management
Texas
$13.7M +$2.65M +55,200 +24%
NSGL
14
No Street GP LP
California
$13.4M +$1.44M +30,000 +12%
SCP
15
Steamboat Capital Partners
New York
$13.4M -$1.07M -22,222 -7%
TA
16
Tamarack Advisers
California
$13.1M -$5.99M -125,000 -31%
State Street
17
State Street
Massachusetts
$11.3M +$382K +7,965 +4%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$10.6M +$91.9K +1,917 +0.9%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$9.37M +$9.4M +196,127 New
BCM
20
Brigade Capital Management
New York
$9.02M -$313K -6,538 -3%
Marshall Wace
21
Marshall Wace
United Kingdom
$8.68M -$142K -2,972 -2%
GECH
22
Garnet Equity Capital Holdings
New York
$8.36M
AIA
23
Avalon Investment & Advisory
Texas
$7.68M +$126K +2,630 +2%
DCM
24
Driehaus Capital Management
Illinois
$7.47M -$4.11M -85,761 -35%
Boston Partners
25
Boston Partners
Massachusetts
$7.37M +$7.38M +154,035 New

TPB Hedge Fund Activity: Q3 2021 in Review

139 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Turning Point Brands (TPB) for Q3 2021, worth a combined $755M — up 3.9% from $726M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new TPB positions and 16 closed out — a net gain of 9 holders — while 56 added to existing stakes and 39 trimmed.

The largest buyer was ArrowMark Colorado Holdings, opening a new position worth an estimated $21.3M. The largest seller was ETF Managers Group, exiting entirely with an estimated $45.7M sold.

  • 139 institutional investors held Turning Point Brands (TPB) as of Q3 2021, up from 131 in Q2 2021.
  • Funds reported $755M of Turning Point Brands stock for Q3 2021, up 3.9% quarter-over-quarter.
  • 25 funds opened new Turning Point Brands positions in Q3 2021 and 16 closed out, a net change of +9 holders.
  • The largest Turning Point Brands buyer in Q3 2021 was ArrowMark Colorado Holdings, an estimated $21.3M added.
  • The largest Turning Point Brands seller in Q3 2021 was ETF Managers Group, an estimated $45.7M sold.

Based on aggregated 13F filings for Q3 2021.