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Titan International

159 hedge funds and large institutions have $372M invested in Titan International in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 71 increasing their positions, 37 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $447K | Put options by funds: $204K

92% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 37

2.95% less ownership

Funds ownership: 86.68%83.73% (-2.9%)

5% less funds holding

Funds holding: 168159 (-9)

33% less capital invested

Capital invested by funds: $556M → $372M (-$184M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

35% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 23

Holders
159
Holders Change
-9
Holders Change %
-5.36%
% of All Funds
3.64%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
15
Increased
71
Reduced
37
Closed
23
Calls
$447K
Puts
$204K
Net Calls
+$243K
Net Calls Change
-$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
MFM
1
MHR Fund Management
New York
$59.4M
BlackRock
2
BlackRock
New York
$56.8M +$3.31M +389,478 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$32.1M +$61.4K +7,233 +0.2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$30.3M +$983K +115,819 +3%
JAFL
5
Jay A. Fishman Ltd
Michigan
$21.3M +$759K +89,455 +3%
Renaissance Technologies
6
Renaissance Technologies
New York
$21M -$365K -43,000 -1%
Franklin Resources
7
Franklin Resources
California
$20.5M -$34K -4,002 -0.1%
SCA
8
STALEY CAPITAL ADVISERS
Pennsylvania
$16.8M +$726K +85,500 +4%
State Street
9
State Street
Massachusetts
$9.77M +$833K +98,079 +8%
State of New Jersey Common Pension Fund D
10
State of New Jersey Common Pension Fund D
New Jersey
$6.68M +$849K +100,000 +13%
PHS
11
Pekin Hardy Strauss
Illinois
$5.89M +$1.69M +199,602 +34%
Ameriprise
12
Ameriprise
Minnesota
$5.63M +$899K +105,887 +16%
First Manhattan
13
First Manhattan
New York
$5.05M +$387K +45,555 +7%
Northern Trust
14
Northern Trust
Illinois
$4.79M +$79.3K +9,336 +1%
BGIM
15
Brandywine Global Investment Management
Pennsylvania
$4.66M +$1.73M +203,575 +48%
Charles Schwab
16
Charles Schwab
California
$4.2M +$35.6K +4,199 +0.7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$4.19M +$114K +13,412 +2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$3.79M +$474K +55,832 +12%
Principal Financial Group
19
Principal Financial Group
Iowa
$3.01M +$164K +19,300 +5%
RA
20
Royce & Associates
New York
$2.86M
TCIM
21
TIAA CREF Investment Management
New York
$2.54M +$350K +41,264 +14%
Fuller & Thaler Asset Management
22
Fuller & Thaler Asset Management
California
$2.52M
GWI
23
Grace & White Inc
New York
$2.24M +$87.3K +10,285 +4%
CP
24
Covalent Partners
Massachusetts
$2.19M -$851K -100,271 -25%
JP Morgan Chase
25
JP Morgan Chase
New York
$2.08M +$1.39M +164,128 +141%

TWI Hedge Fund Activity: Q3 2018 in Review

159 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Titan International (TWI) for Q3 2018, worth a combined $372M — down 33% from $556M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of TWI and 15 opened new positions — a net loss of 8 holders — while 37 trimmed existing stakes and 71 added.

The largest buyer was BlackRock, adding an estimated $3.31M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $14.6M sold.

  • 159 institutional investors held Titan International (TWI) as of Q3 2018, down from 168 in Q2 2018.
  • Funds reported $372M of Titan International stock for Q3 2018, down 33% quarter-over-quarter.
  • 15 funds opened new Titan International positions in Q3 2018 and 23 closed out, a net change of -8 holders.
  • The largest Titan International buyer in Q3 2018 was BlackRock, an estimated $3.31M added.
  • The largest Titan International seller in Q3 2018 was Allianz Asset Management, an estimated $14.6M sold.

Based on aggregated 13F filings for Q3 2018.