Ancora Advisors, LLC
Q1 2022 13F-HR/A Holdings
Net value change ($000)
-98,999
(-2.3%)
New positions
467
Sold out positions
388
Turnover %
4.9%
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 2021
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)
| CHRW | 192,356 | 335.9% |
| IAA, Inc. | 47,950 | 496.3% |
| EVERBRIDGE, INC. | 38,721 | NEW |
| SPTN | 19,829 | NEW |
| AVON PROTECTION PLC | 15,141 | NEW |
| OI | 14,881 | NEW |
| EOG | 14,492 | 90.5% |
| VT | 8,893 | 2163.7% |
| 20230930-DK-Butterfly-1, Inc. | 7,836 | 130600.0% |
| CEG | 7,603 | NEW |
Top Reduces (Value $000, Stocks/ETFs)
| KSS | -74,395 | -42.8% |
| FWRD | -48,119 | -26.8% |
| Grayscale Funds Trust | -24,335 | -83.2% |
| VOO | -15,648 | -12.8% |
| HD | -14,357 | -30.0% |
| VONAGE HOLDINGS CORP | -12,677 | -89.6% |
| GPRE | -12,174 | -8.9% |
| BERRY GLOBAL GROUP, INC. | -10,782 | -21.5% |
| Arconic Corp | -10,574 | -84.3% |
| MSFT | -8,860 | -10.9% |
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000):
31,587
(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 |
|---|