We are live on ! Find out more
VTOL icon

Bristow Group

99 hedge funds and large institutions have $175M invested in Bristow Group in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 48 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 34

2.17% less ownership

Funds ownership: 45.56%43.39% (-2.2%)

8% less funds holding

Funds holding: 10899 (-9)

31% less capital invested

Capital invested by funds: $253M → $175M (-$78.3M)

75% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 12

Holders
99
Holders Change
-9
Holders Change %
-8.33%
% of All Funds
2.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
48
Reduced
34
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$24.2M +$259K +12,116 +1%
BlackRock
2
BlackRock
New York
$22.6M -$527K -24,680 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$16.9M +$263K +12,335 +1%
VDBMI
4
Van Den Berg Management I
Texas
$14.8M -$407K -19,077 -2%
SM
5
Senvest Management
New York
$14.2M +$151K +7,090 +1%
RA
6
Royce & Associates
New York
$11.6M +$640K +30,000 +5%
Vanguard Group
7
Vanguard Group
Pennsylvania
$10.6M +$505K +23,687 +4%
WC
8
Walthausen & Co
New York
$6.94M +$578K +27,064 +8%
TAM
9
THB Asset Management
Connecticut
$6.16M -$2.29M -107,521 -25%
State Street
10
State Street
Massachusetts
$4.06M +$98.1K +4,597 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$3.41M +$271K +12,716 +8%
USAA
12
United Services Automobile Association
Texas
$2.27M +$20.7K +970 +0.8%
Northern Trust
13
Northern Trust
Illinois
$2.24M +$133K +6,253 +6%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$2M -$408K -19,100 -15%
BCM
15
Bridgeway Capital Management
Texas
$1.68M +$289K +13,550 +18%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$1.6M -$61.7K -2,890 -3%
Principal Financial Group
17
Principal Financial Group
Iowa
$1.44M +$30.6K +1,434 +2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.37M +$56.3K +2,636 +4%
Morgan Stanley
19
Morgan Stanley
New York
$1.34M +$520K +24,391 +52%
PAM
20
Panagora Asset Management
Massachusetts
$1.28M +$287K +13,428 +25%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$1.25M -$126K -5,900 -8%
Invesco
22
Invesco
Georgia
$1.19M -$99.5K -4,661 -7%
Ameriprise
23
Ameriprise
Minnesota
$1.18M +$53.3K +2,500 +4%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$1.12M +$1.15M +53,770 +976%
GC
25
Guggenheim Capital
Illinois
$1.05M -$391K -18,317 -25%

VTOL Hedge Fund Activity: Q2 2017 in Review

99 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Bristow Group (VTOL) for Q2 2017, worth a combined $175M — down 31% from $253M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of VTOL and 3 opened new positions — a net loss of 9 holders — while 34 trimmed existing stakes and 48 added.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $1.15M. The largest seller was Breithorn Capital Management, cutting an estimated $2.42M.

  • 99 institutional investors held Bristow Group (VTOL) as of Q2 2017, down from 108 in Q1 2017.
  • Funds reported $175M of Bristow Group stock for Q2 2017, down 31% quarter-over-quarter.
  • 3 funds opened new Bristow Group positions in Q2 2017 and 12 closed out, a net change of -9 holders.
  • The largest Bristow Group buyer in Q2 2017 was Thrivent Financial for Lutherans, an estimated $1.15M added.
  • The largest Bristow Group seller in Q2 2017 was Breithorn Capital Management, an estimated $2.42M sold.

Based on aggregated 13F filings for Q2 2017.