Exploring Performance Shipping Inc. (PSHG) Investor Profile: Who’s Buying and Why?

Are you tracking Performance Shipping Inc. (PSHG) and wondering who's investing and why? With a market cap of around $34.28 million, it's crucial to understand the investor landscape. Institutional ownership accounts for 30.90%, signaling significant interest from larger entities. Are these institutional investors driving stability, or is there more to the story? Dive in to explore the dynamics of ownership, recent shifts in holdings, and what it all means for the future of PSHG.

Performance Shipping Inc. (PSHG) Who Invests in Performance Shipping Inc. and Why?

Understanding the investor profile of Performance Shipping Inc. (PSHG) involves examining the various types of investors, their motivations, and the strategies they employ. As of April 2025, a mix of retail and institutional investors hold positions in PSHG.

Key Investor Types

The ownership of Performance Shipping Inc. is distributed among:

• Retail Investors: These investors hold a significant portion of PSHG's shares.
• Institutional Investors: These include investment firms, mutual funds, hedge funds, and other entities. As of April 16, 2025, 13 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities and Exchange Commission (SEC), holding a total of 590,346 shares.
• Insiders: As of April 16, 2025, insiders own 8.32% of Performance Shipping Inc.

According to WallStreetZen, as of April 2025, Performance Shipping (NASDAQ: PSHG) is owned by:

• 4.71% institutional shareholders
• 0.00% Performance Shipping insiders
• 95.29% retail investors

Major institutional shareholders include:

• Acadian Asset Management LLC
• Cable Car Capital LLC
• Renaissance Technologies LLC
• UBS Group AG
• Citadel Advisors LLC
• Ground Swell Capital, LLC
• XTX Topco Ltd
• LPL Financial LLC
• Morgan Stanley
• FNCMX - Fidelity Nasdaq Composite Index Fund

Acadian Asset Management LLC is the largest individual shareholder, owning 430,075.00 shares, representing 3.46% of the company, valued at $636.51k.

Here's a table summarizing the ownership structure:

Investment Motivations

Several factors attract investors to Performance Shipping Inc.:

• Growth Prospects: Investors are drawn to the company's potential for growth, particularly its strategic focus on expanding and modernizing its tanker fleet.
• Stable Share Price: PSHG has not had significant price volatility in the past 3 months compared to the US market. PSHG's weekly volatility (6%) has been stable over the past year.
• Market Position: The company's position in the marine shipping industry, specifically the tanker vessel segment, is a key motivator. As of December 31, 2024, Performance Shipping Inc. has a fleet of six Aframax tanker vessels with a combined carrying capacity of 630,519 DWT.
• Low Debt Levels: Low debt levels, strong operating efficiency, and cost management enable the company to maintain a low daily cash break-even rate of $16,039.
• Financial Stability: As of Q4 2024, Performance Shipping Inc. maintained cash reserves for fleet replacement and maintenance, and has a secured revenue backlog of $216 million.

Investment Strategies

The investment strategies observed among investors in Performance Shipping Inc. include:

• Long-Term Holding: Some institutional investors, such as Acadian Asset Management Llc, maintain a significant shareholding, suggesting a long-term investment strategy.
• Short-Term Trading: Active trading is evident from the changes in holdings by institutional investors. For instance, Renaissance Technologies LLC reduced its holdings by 74.9% in Q4 2024.
• Value Investing: The company's stock is considered undervalued.

Performance Shipping Inc. is followed by analysts:

• Maxim Group (Analyst: Tate Sullivan)
• Alliance Global Partners (AGP) (Analyst: C. K. Poe Fratt)

These analysts provide opinions, estimates, and forecasts regarding the Company's performance.

See more about Performance Shipping Inc.'s financial standing: Breaking Down Performance Shipping Inc. (PSHG) Financial Health: Key Insights for Investors

Performance Shipping Inc. (PSHG) Institutional Ownership and Major Shareholders of Performance Shipping Inc. (PSHG)

Understanding the institutional ownership and major shareholders of Performance Shipping Inc. (PSHG) provides valuable insights into the company's stock price and overall strategy. Institutional investors often have significant resources and expertise to conduct thorough research, and their investment decisions can influence market sentiment. Here’s a detailed look at the key players and their impact.

Top Institutional Investors

Identifying the largest institutional investors in Performance Shipping Inc. (PSHG) can reveal which firms have the most significant stake in the company's success. These investors typically include mutual funds, hedge funds, pension funds, and other large financial institutions. While specific, up-to-the-minute data on exact shareholdings can fluctuate, examining recent filings and reports can provide a clear picture.

As of the latest available data, major institutional investors in Performance Shipping Inc. (PSHG) typically include:

• Vanguard Group: Known for its extensive holdings in various companies through its index funds.
• BlackRock Fund Advisors: Another major player with substantial investments across different sectors.
• State Street Corp: A significant institutional investor often holding shares through exchange-traded funds (ETFs).
• Geode Capital Management LLC: An investment management firm with a diversified portfolio.

These firms often adjust their holdings based on their investment strategies and the company's performance. Monitoring their positions can offer insights into their confidence in Performance Shipping Inc. (PSHG).

Changes in Ownership

Tracking whether institutional investors have increased or decreased their stakes in Performance Shipping Inc. (PSHG) is crucial. An increase in institutional ownership can be a positive signal, suggesting that these sophisticated investors see potential for growth. Conversely, a decrease might indicate concerns about the company's future prospects.

Recent trends in institutional ownership can be gleaned from regulatory filings, such as 13F filings with the U.S. Securities and Exchange Commission (SEC). These filings provide a quarterly snapshot of institutional investment managers' holdings. Analyzing these reports over time can reveal whether institutional investors are accumulating or divesting shares of Performance Shipping Inc. (PSHG).

Impact of Institutional Investors

Institutional investors can significantly influence Performance Shipping Inc. (PSHG)'s stock price and strategic direction. Their trading activity can create substantial buying or selling pressure, affecting short-term price movements. Additionally, these investors often engage with company management to advocate for policies that enhance shareholder value.

For instance, if a large institutional investor believes that Performance Shipping Inc. (PSHG) is undervalued, they might increase their stake, signaling confidence to the market and potentially driving up the stock price. Conversely, if an investor has concerns about the company's governance or strategic decisions, they might reduce their position, which could negatively impact the stock price.

Moreover, institutional investors often play a role in corporate governance by voting on important matters such as executive compensation, board elections, and mergers and acquisitions. Their voting power can influence the company's strategic decisions and ensure that management acts in the best interests of shareholders.

Institutional ownership in Performance Shipping Inc. (PSHG) can be a double-edged sword. While it can provide stability and support for the stock, it can also lead to increased volatility if these investors decide to change their positions suddenly. Therefore, it is essential for investors to monitor institutional activity and understand the motivations behind their investment decisions.

Understanding the dynamics of institutional ownership and major shareholders is an integral part of assessing the investment profile of Performance Shipping Inc. (PSHG). By tracking the actions of these key players, investors can gain valuable insights into the company's prospects and make more informed investment decisions.

To further assess the company’s stability, see Breaking Down Performance Shipping Inc. (PSHG) Financial Health: Key Insights for Investors.

Performance Shipping Inc. (PSHG) Key Investors and Their Impact on Performance Shipping Inc. (PSHG)

Understanding the investor profile of Performance Shipping Inc. (PSHG) provides valuable insights into the company's stability, growth potential, and strategic direction. Key investors can significantly influence company decisions and stock performance through their holdings and actions.

While specific, real-time major investor data and their direct influence require constant monitoring of SEC filings (such as 13F filings) and market news, we can discuss generally what kind of investors might be relevant and how they typically impact a company like Performance Shipping Inc. (PSHG):

• Institutional Investors: These include mutual funds, pension funds, hedge funds, and insurance companies. Their investment decisions are often based on in-depth research and analysis. Large institutional holdings can provide stability to the stock and signal confidence in the company's long-term prospects.
• Retail Investors: These are individual investors who buy and sell securities for their own accounts. A large base of retail investors can increase trading volume and liquidity in the stock.
• Activist Investors: These investors purchase significant stakes in a company with the goal of influencing its management and strategic direction. They may propose changes to the company's operations, governance, or capital structure to unlock value.
• Insider Ownership: High insider ownership (by executives and board members) can align management's interests with those of shareholders, as they have a direct stake in the company's success.

The influence of these investors can manifest in several ways:

• Stock Price Volatility: Large purchases or sales by key investors can cause significant fluctuations in the stock price.
• Corporate Governance: Major shareholders can influence board elections and key decisions such as mergers, acquisitions, and executive compensation.
• Strategic Direction: Activist investors may push for strategic changes such as cost-cutting measures, asset sales, or changes in business strategy.

Keeping track of recent moves by major investors, such as buying or selling large stakes, or public statements regarding the company's performance and direction, is crucial for understanding the potential impact on Performance Shipping Inc. (PSHG). This information is typically available through SEC filings and financial news outlets.

For more insights into the values that drive Performance Shipping Inc. (PSHG), you can explore their Mission Statement, Vision, & Core Values of Performance Shipping Inc. (PSHG).

Performance Shipping Inc. (PSHG) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for gauging the potential trajectory of Performance Shipping Inc. (PSHG). Shifts in major shareholder positions, overall market dynamics, and analyst evaluations all play a significant role in shaping the company's stock performance and investor confidence.

While specific, real-time sentiment data on major PSHG shareholders from fiscal year 2024 is not available, one can typically assess sentiment by monitoring:

• Institutional Ownership Changes: Significant increases in holdings by institutional investors often signal positive sentiment, while decreases may indicate concern.
• Analyst Ratings: Upgrades or downgrades from financial analysts reflect their outlook on the stock's future performance.
• Company News and Performance: Positive earnings reports, strategic partnerships, and successful execution of business plans generally boost investor confidence. Conversely, negative news or underperformance can dampen sentiment.

Recent market reactions to ownership changes or large investor moves can offer insights into how the broader market perceives Performance Shipping Inc. (PSHG). For example, a notable increase in institutional ownership might lead to a temporary rise in the stock price, reflecting increased demand and confidence. Conversely, a large sell-off by a major shareholder could trigger a price decline due to concerns about the company's prospects.

Analyst perspectives provide a valuable layer of understanding. Analysts regularly issue reports on publicly traded companies, offering insights into their financial performance, growth potential, and overall investment attractiveness. These reports often consider the impact of key investors on the company's future, assessing how their strategies and decisions might influence Performance Shipping Inc. (PSHG)'s direction.

For instance, analysts might comment on:

• The influence of major shareholders on corporate governance and strategic decisions.
• The potential for activist investors to push for changes that could unlock value.
• The long-term implications of ownership concentration on the company's stability and growth prospects.

To stay informed about Performance Shipping Inc. (PSHG)'s investor profile and market sentiment, it is essential to monitor financial news outlets, review company filings, and consult with financial professionals. Here is more on Performance Shipping Inc. (PSHG): Breaking Down Performance Shipping Inc. (PSHG) Financial Health: Key Insights for Investors