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Titan International

160 hedge funds and large institutions have $524M invested in Titan International in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 50 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more call options, than puts

Call options by funds: $807K | Put options by funds: $207K

16% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 50

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $546M → $524M (-$21.7M)

5.04% less ownership

Funds ownership: 90.09%85.05% (-5%)

6% less funds holding

Funds holding: 171160 (-11)

21% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 29

Holders
160
Holders Change
-11
Holders Change %
-6.43%
% of All Funds
3.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
58
Reduced
50
Closed
29
Calls
$807K
Puts
$207K
Net Calls
+$600K
Net Calls Change
-$1.15M
Name Holding Trade Value Shares
Change
Change in
Stake
MFM
1
MHR Fund Management
New York
$82.8M
BlackRock
2
BlackRock
New York
$61.4M +$69.2M +5,830,698 +5,283%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$38.4M +$5.13M +432,707 +13%
Vanguard Group
4
Vanguard Group
Pennsylvania
$31.6M +$2.9M +244,283 +9%
JAFL
5
Jay A. Fishman Ltd
Michigan
$28.2M +$654K +55,095 +2%
Renaissance Technologies
6
Renaissance Technologies
New York
$25.8M -$1.37M -115,700 -4%
SCA
7
STALEY CAPITAL ADVISERS
Pennsylvania
$24.8M +$1.63M +137,050 +6%
Allianz Asset Management
8
Allianz Asset Management
Germany
$24.6M +$15.2M +1,281,107 +117%
Franklin Resources
9
Franklin Resources
California
$19.2M +$22M +1,854,300 New
First Manhattan
10
First Manhattan
New York
$12.7M -$612K -51,558 -4%
State Street
11
State Street
Massachusetts
$10.6M +$629K +53,044 +5%
Ameriprise
12
Ameriprise
Minnesota
$8.15M +$589K +49,641 +7%
MCM
13
Matarin Capital Management
New York
$8.13M +$2.94M +247,713 +46%
BGIM
14
Brandywine Global Investment Management
Pennsylvania
$6.96M +$1.94M +163,827 +32%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$6.38M +$526K +44,300 +8%
PHS
16
Pekin Hardy Strauss
Illinois
$6.05M -$900K -75,823 -11%
Northern Trust
17
Northern Trust
Illinois
$5.53M +$138K +11,656 +2%
State of New Jersey Common Pension Fund D
18
State of New Jersey Common Pension Fund D
New Jersey
$5.27M -$356K -30,000 -6%
CAM
19
Cortina Asset Management
Wisconsin
$5.06M +$811K +68,339 +16%
Fuller & Thaler Asset Management
20
Fuller & Thaler Asset Management
California
$4.99M
Charles Schwab
21
Charles Schwab
California
$4.86M +$633K +53,351 +13%
NCGI
22
Next Century Growth Investors
Minnesota
$4.75M -$971K -81,813 -15%
RA
23
Royce & Associates
New York
$4.43M
CCMH
24
Cornerstone Capital Management Holdings
New York
$3.88M -$117K -9,896 -3%
Principal Financial Group
25
Principal Financial Group
Iowa
$3.81M +$565K +47,623 +15%

TWI Hedge Fund Activity: Q1 2017 in Review

160 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Titan International (TWI) for Q1 2017, worth a combined $524M — down 4% from $546M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of TWI and 23 opened new positions — a net loss of 6 holders — while 50 trimmed existing stakes and 58 added.

The largest buyer was BlackRock, adding an estimated $69.2M. The largest seller was Heartland Advisors, exiting entirely with an estimated $11M sold.

  • 160 institutional investors held Titan International (TWI) as of Q1 2017, down from 171 in Q4 2016.
  • Funds reported $524M of Titan International stock for Q1 2017, down 4% quarter-over-quarter.
  • 23 funds opened new Titan International positions in Q1 2017 and 29 closed out, a net change of -6 holders.
  • The largest Titan International buyer in Q1 2017 was BlackRock, an estimated $69.2M added.
  • The largest Titan International seller in Q1 2017 was Heartland Advisors, an estimated $11M sold.

Based on aggregated 13F filings for Q1 2017.