ANDERSON HOAGLAND & COMPANY

HTTP://AHCO.COM ST LOUIS, MO Investment Advisor How do I update this listing?

Also known as:

  • ANDERSON HOAGLAND CO
  • ANDERSON HOAGLAND & CO

Anderson Hoagland & Company is based out of St Louis. Anderson Hoagland & Company is a large advisory firm with 101 clients and discretionary assets under management (AUM) of $514,131,813 (Form ADV from 2019-03-29). Their last reported 13F filing for Q2 2019 included $161,416,000 in managed 13F securities and a top 10 holdings concentration of 42.8%. Anderson Hoagland & Company's largest holding is Amazon.com Inc. with shares held of 7,932. Anderson Hoagland & Company has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 77 13F filings

Subscription Required

Equal-WT
WhaleScore

?

62

S&P 500
WhaleScore

?

Subscription Required

Manager Weighted
WhaleScore

?
Download 13F Summary to Excel Create Email Alert

06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $161.416 Million
  • Prior Market Value $166.165 Million
  • New Purchases6 stocks
  • Additional Purchases17 stocks
  • Sold out of4 stocks
  • Reduced holdings in26 stocks
  • Top 10 Holdings % 42.80 %
  • Turnover % [1]:11.11%
  • Turnover Alt % [2]: 7.65 %
  • Time Held Top20:12.25 quarters
  • Time Held Top10:9.30 quarters
  • Time Held All:16.27 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 4.61%
Performance Last 4 Quarters: 2.56%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR/A (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)
  • 2005-03-31 - 13F-HR (Subscription required)
  • 2004-12-31 - 13F-HR (Subscription required)
  • 2004-09-30 - 13F-HR (Subscription required)
  • 2004-06-30 - 13F-HR (Subscription required)
  • 2004-03-31 - 13F-HR (Subscription required)
  • 2003-12-31 - 13F-HR (Subscription required)
  • 2003-09-30 - 13F-HR (Subscription required)
  • 2003-06-30 - 13F-HR (Subscription required)
  • 2003-03-31 - 13F-HR (Subscription required)
  • 2002-12-31 - 13F-HR (Subscription required)
  • 2002-09-30 - 13F-HR (Subscription required)
  • 2002-06-30 - 13F-HR (Subscription required)
  • 2002-03-31 - 13F-HR (Subscription required)
  • 2001-12-31 - 13F-HR (Subscription required)
  • 2001-09-30 - 13F-HR (Subscription required)
  • 2001-06-30 - 13F-HR (Subscription required)
  • 2001-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

ANDERSON HOAGLAND & CO
Classified as Hedge Fund
8000 MARYLAND AVE., STE 1100
ST LOUIS MO    63105-3778
Country: United States

Business Phone: 314-726-2107
Fax: 314-726-2462
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: MO
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 22,030,800
Total Number of Clients: 101
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

ANDERSON HOAGLAND & CO

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
ANDERSON, DAVID, C. CHAIRMAN AND DIRECTOR 12/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
ANDERSON HOAGLAND & CO CHAIRMAN AND DIRECTOR direct 2012-12-01
ANDERSON HOAGLAND & CO PRESIDENT & DIRECTOR direct 1979-12-01 2005-03-17
ANDERSON HOAGLAND & CO PRESIDENT & DIRECTOR, CHIEF COMPLIANCE OFFICER direct 1979-12-01 2012-03-06
KANG, JOHN, JOSEPH VICE PRESIDENT, CORPORATE SECRETARY AND CHIEF COMPLIANCE OFFICER 12/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
ANDERSON HOAGLAND & CO VICE PRESIDENT, CORPORATE SECRETARY AND CHIEF COMPLIANCE OFFICER direct 2012-12-01
HOAGLAND, CRAIG, CARPENTER PRESIDENT AND TREASURER 12/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
ANDERSON HOAGLAND & CO PRESIDENT AND TREASURER direct 2012-12-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
AHCO CORE FUND, LLC United States 805-1619742881 Other Private Fund CORE EQUITY 10,759,494 50,000
AHCO BOND FUND, LLC United States 805-3785768717 Other Private Fund TAXABLE BOND FUND 5,316,285 25,000

ANDERSON HOAGLAND & CO

ownership team - last updated 2017-03-31
Name Title Start Date Direct/Indirect % Ownership
ANDERSON, DAVID, C. CHAIRMAN AND DIRECTOR 12/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
ANDERSON HOAGLAND & CO CHAIRMAN AND DIRECTOR direct 2012-12-01
ANDERSON HOAGLAND & CO PRESIDENT & DIRECTOR direct 1979-12-01 2005-03-17
ANDERSON HOAGLAND & CO PRESIDENT & DIRECTOR, CHIEF COMPLIANCE OFFICER direct 1979-12-01 2012-03-06
KANG, JOHN, JOSEPH VICE PRESIDENT, CORPORATE SECRETARY AND CHIEF COMPLIANCE OFFICER 12/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
ANDERSON HOAGLAND & CO VICE PRESIDENT, CORPORATE SECRETARY AND CHIEF COMPLIANCE OFFICER direct 2012-12-01
HOAGLAND, CRAIG, CARPENTER PRESIDENT AND TREASURER 12/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
ANDERSON HOAGLAND & CO PRESIDENT AND TREASURER direct 2012-12-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
AHCO CORE FUND, LLC United States 805-1619742881 Other Private Fund CORE EQUITY 12,052,462 50,000
AHCO BOND FUND, LLC United States 805-3785768717 Other Private Fund TAXABLE BOND FUND 4,234,420 25,000

WhaleScore history for ANDERSON HOAGLAND & COMPANY

You must have a subscription to view WhaleScore histories

Elevate your investments