Ancora Advisors, LLC
Q1 2021 13F-HR/A Holdings
Net value change ($000)
+517,487
(16.7%)
New positions
417
Sold out positions
152
Turnover %
4.5%
Sector allocation + QoQ delta (equities-only)
Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown
Snapshot: Change Analysis
Compared to Q4 2020
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| KSS | 127,494 | 181.5% |
| FWRD | 39,914 | 34.5% |
| OSPN | 22,075 | 129852.9% |
| VOO | 21,450 | 23.3% |
| BERRY GLOBAL GROUP, INC. | 20,502 | 222.9% |
| CVX | 15,395 | 93.2% |
| EMN | 14,677 | NEW |
| Grayscale Funds Trust | 14,352 | 111.4% |
| GM | 9,166 | 130942.9% |
| BAC | 8,374 | 30.4% |
Top Reduces (Value $000, Stocks/ETFs)
| MTS SYSTEMS CORP | -23,471 | -99.6% |
| DAR | -15,667 | -80.5% |
| AAPL | -12,384 | -13.7% |
| VZ | -11,594 | -59.7% |
| PEP | -11,465 | -52.1% |
| CTRN | -9,287 | -96.4% |
| PSYTF | -7,940 | -100.0% |
| RSTK REGIONAL BRANDS INC COM | -6,811 | -100.0% |
| BIOTELEMETRY, INC. | -5,728 | -100.0% |
| LDOS | -5,725 | -70.9% |
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000):
27,305
(0.8% of total reported value)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|