Ancora Advisors LLC
Q4 2024 13F-HR Holdings
Net value change ($000)
+90,245
(2.1%)
New positions
173
Sold out positions
133
Turnover %
3.3%
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 Q3 2024
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)
| LKQ | 68,799 | 202.5% |
| RBA | 35,300 | 76.4% |
| MAGN | 30,047 | NEW |
| AVGO | 27,390 | 24.1% |
| NN | 18,226 | 138.6% |
| X | 16,358 | NEW |
| UGI | 12,138 | 946.1% |
| ECG | 11,123 | NEW |
| AMZN | 10,286 | 17.7% |
| PRMB | 9,892 | NEW |
Top Reduces (Value $000, Stocks/ETFs)
| NSC | -40,828 | -14.7% |
| BERRY GLOBAL GROUP, INC. | -26,348 | -18.3% |
| CZR | -22,144 | -99.2% |
| GPRE | -18,777 | -31.4% |
| UNH | -9,251 | -13.7% |
| FWRD | -9,048 | -22.7% |
| MDU | -8,495 | -38.7% |
| Primo Water Holdings LLC | -8,458 | -100.0% |
| KEL | -8,434 | -28.0% |
| FBIN | -8,139 | -35.9% |
Instrument mix + QoQ Δ (ex-options)
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 |
|---|