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Turning Point Brands

149 hedge funds and large institutions have $468M invested in Turning Point Brands in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

16% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 49

12% more funds holding

Funds holding: 133149 (+16)

10% more capital invested

Capital invested by funds: $425M → $468M (+$43M)

0.43% more ownership

Funds ownership: 82.4%82.84% (+0.43%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

73% less call options, than puts

Call options by funds: $221K | Put options by funds: $808K

Holders
149
Holders Change
+16
Holders Change %
+12.03%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
29
Increased
57
Reduced
49
Closed
12
Calls
$221K
Puts
$808K
Net Calls
-$587K
Net Calls Change
+$946K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$50.1M +$2.01M +65,082 +4%
BlackRock
2
BlackRock
New York
$49.1M -$891K -28,851 -2%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$44.1M +$73.3K +2,371 +0.2%
Morgan Stanley
4
Morgan Stanley
New York
$40.7M +$1.54M +49,825 +4%
ACH
5
ArrowMark Colorado Holdings
Colorado
$33.1M -$4.48M -145,052 -12%
American Century Companies
6
American Century Companies
Missouri
$26.8M -$5.03M -162,827 -16%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$14.8M +$142K +4,600 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$12.5M +$455K +14,719 +4%
State Street
9
State Street
Massachusetts
$12.2M +$659K +21,317 +6%
Renaissance Technologies
10
Renaissance Technologies
New York
$9.71M +$1.63M +52,800 +21%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$8.15M -$45K -1,455 -0.6%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$7.56M +$956K +30,932 +15%
FP
13
Foundry Partners
Minnesota
$6.88M -$84.6K -2,737 -1%
AC
14
Aristides Capital
Kentucky
$6.51M +$372K +12,041 +6%
HCM
15
Harspring Capital Management
New York
$5.82M +$664K +21,500 +13%
Millennium Management
16
Millennium Management
New York
$5.72M +$681K +22,035 +14%
Franklin Resources
17
Franklin Resources
California
$5.28M +$37.4K +1,209 +0.7%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$5.06M -$31 -1 -0%
CIC
19
Crawford Investment Counsel
Georgia
$5.03M -$99.2K -3,210 -2%
Federated Hermes
20
Federated Hermes
Pennsylvania
$4.96M +$3.4M +109,983 +246%
Northern Trust
21
Northern Trust
Illinois
$4.85M -$142K -4,581 -3%
Charles Schwab
22
Charles Schwab
California
$4.58M +$90.7K +2,935 +2%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$4.33M +$201K +6,519 +5%
AIM
24
Access Investment Management
Georgia
$3.9M +$23K +745 +0.6%
Marshall Wace
25
Marshall Wace
United Kingdom
$3.85M +$11.3K +367 +0.3%

TPB Hedge Fund Activity: Q2 2024 in Review

149 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Turning Point Brands (TPB) for Q2 2024, worth a combined $468M — up 10% from $425M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new TPB positions and 12 closed out — a net gain of 17 holders — while 57 added to existing stakes and 49 trimmed.

The largest buyer was Federated Hermes, adding an estimated $3.4M. The largest seller was American Century Companies, cutting an estimated $5.03M.

  • 149 institutional investors held Turning Point Brands (TPB) as of Q2 2024, up from 133 in Q1 2024.
  • Funds reported $468M of Turning Point Brands stock for Q2 2024, up 10% quarter-over-quarter.
  • 29 funds opened new Turning Point Brands positions in Q2 2024 and 12 closed out, a net change of +17 holders.
  • The largest Turning Point Brands buyer in Q2 2024 was Federated Hermes, an estimated $3.4M added.
  • The largest Turning Point Brands seller in Q2 2024 was American Century Companies, an estimated $5.03M sold.

Based on aggregated 13F filings for Q2 2024.