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Turning Point Brands

121 hedge funds and large institutions have $409M invested in Turning Point Brands in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 38 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 38

0.53% more ownership

Funds ownership: 84.51%85.04% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9% less funds holding

Funds holding: 133121 (-12)

22% less capital invested

Capital invested by funds: $524M → $409M (-$115M)

40% less call options, than puts

Call options by funds: $1.78M | Put options by funds: $2.96M

41% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 22

Holders
121
Holders Change
-12
Holders Change %
-9.02%
% of All Funds
2.04%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
13
Increased
51
Reduced
38
Closed
22
Calls
$1.78M
Puts
$2.96M
Net Calls
-$1.18M
Net Calls Change
-$309K
Name Holding Trade Value Shares
Change
Change in
Stake
SG
1
Standard General
New York
$44.8M
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$41.7M -$230K -7,849 -0.5%
BlackRock
3
BlackRock
New York
$37M +$9.79M +333,853 +32%
Vanguard Group
4
Vanguard Group
Pennsylvania
$28.3M +$2.01M +68,391 +7%
ACH
5
ArrowMark Colorado Holdings
Colorado
$25.1M +$6.09M +207,894 +29%
DCM
6
DG Capital Management
New York
$19.9M +$2.39M +81,354 +13%
MP
7
Mangrove Partners
Connecticut
$17.3M +$10.5M +356,862 +128%
Boston Partners
8
Boston Partners
Massachusetts
$12.1M -$221K -7,541 -2%
FSCM
9
First Sabrepoint Capital Management
Texas
$11.2M +$810K +27,636 +7%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$11.2M +$251K +8,575 +2%
EMG
11
ETF Managers Group
New Jersey
$11.2M +$4.62M +157,721 +62%
Assenagon Asset Management
12
Assenagon Asset Management
Luxembourg
$9.19M +$8.23M +280,612 +484%
Millennium Management
13
Millennium Management
New York
$8.95M -$8.08M -275,706 -46%
State Street
14
State Street
Massachusetts
$6.89M +$45.5K +1,552 +0.6%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$6.82M -$117K -4,006 -2%
Barclays
16
Barclays
United Kingdom
$6.03M -$1.98M -67,539 -23%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$5.54M +$1.72M +58,670 +40%
TA
18
Tamarack Advisers
California
$5.16M -$293K -10,000 -5%
RP
19
Repertoire Partners
New York
$5.14M -$20M -683,315 -78%
Morgan Stanley
20
Morgan Stanley
New York
$4.72M +$2.07M +70,716 +68%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$4.57M -$14.4M -492,190 -74%
Renaissance Technologies
22
Renaissance Technologies
New York
$4.53M +$2.97M +101,400 +155%
WSL
23
Western Standard LLC
California
$4.19M +$4.53M +154,352 New
PI
24
Putnam Investments
Massachusetts
$3.7M +$507K +17,305 +15%
Northern Trust
25
Northern Trust
Illinois
$3.6M +$6.57K +224 +0.2%

TPB Hedge Fund Activity: Q2 2022 in Review

121 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Turning Point Brands (TPB) for Q2 2022, worth a combined $409M — down 22% from $524M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of TPB and 13 opened new positions — a net loss of 9 holders — while 38 trimmed existing stakes and 51 added.

The largest buyer was Mangrove Partners, adding an estimated $10.5M. The largest seller was Repertoire Partners, cutting an estimated $20M.

  • 121 institutional investors held Turning Point Brands (TPB) as of Q2 2022, down from 133 in Q1 2022.
  • Funds reported $409M of Turning Point Brands stock for Q2 2022, down 22% quarter-over-quarter.
  • 13 funds opened new Turning Point Brands positions in Q2 2022 and 22 closed out, a net change of -9 holders.
  • The largest Turning Point Brands buyer in Q2 2022 was Mangrove Partners, an estimated $10.5M added.
  • The largest Turning Point Brands seller in Q2 2022 was Repertoire Partners, an estimated $20M sold.

Based on aggregated 13F filings for Q2 2022.