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One of the plans when the Ideas Farm was launched a couple of months ago was to keep improving these pages as we went. Readers who have found it useful to know the top positions of the best-performing funds in given sectors may notice one such improvement this week in our list of UK Smaller Companies best ideas.
As well as listing how many of the funds we monitor have a large position in each company on the list, there is now also detail of any changes to the number of best-ideas backers, and whether a share is entirely new to the list. Best ideas are considered to be the shares funds have put their biggest bets on. This is measured either by total position size, as is the case with this week’s screen, or by position size relative to the index. The reasoning and research that suggests this information is of value is explained in my ‘Follow the Leader’ article from late April.
While the time frame over which the change in number of best-ideas backers is monitored will be based on the time since the list was last published in the future, a few implementation glitches means this first round of weekly updates will not exactly match this (the Farm monitors seven lists and updates a different one each week). Importantly, though, this timing detail should not make too much difference to the substance of what the tables tell us.
As with all the data on these pages, the extra information about the popularity of stocks should not be regarded as providing any definitive pointers. It is easy for normal market movements over the course of a couple of months to cause a stock to slip in and out of a fund’s top few positions, for example. This means we can expect a lot of the changes to simply represent noise. However, hopefully it is at least of interest to have a clear signpost as to when a new name has appeared on the list.
One such case in this week’s list is XPS Pensions (XPS), a company that appears as a UK smaller companies best idea for the first time and is also one of this week’s tips. It operates in a relatively stable area of financial services and the shares look as though they are good value at the current price. The fact that Gresham House UK Micro Cap is also keen – or at least was at the time of its last portfolio disclosure at the end of April – offers some reassurance that our considered view may have validity.
Naturally, this does not mean that either our conviction or that of the Gresham House fund will necessarily prove ‘correct’. Indeed, even if the premise for optmism about XPS proves right, it is no guarantee of securing good share price gains, although it does improve the chances. But such is the nature of investing and the job of trying to make decisions under conditions of significant uncertainty.
A number of the other shares in this week’s tips section have also recently appeared on our best ideas lists: US drug firm Merck (US:MRK) and defence group QinetiQ (QQ.). With coronavirus still very much a live issue – as we’ve been reminded by recent infection spikes in parts of the US and UK – both stocks offer some welcome defensive attributes.
As well as the Yang of fund manager best ideas, the Ideas Farm follows the Yin of most shorted shares. In so far as short sellers can be seen as a community (a rather dubious proposition), ‘shorters’ have claimed a major scalp over the past week as German payments company Wirecard finally unravelled – a huge congratulations to former IC staffer Dan McCrum who, now writing for the FT, has doggedly and bravely pursued the firm’s dubious reporting in the face of all manner of attacks.
Whether it be encouragement from this success, a less bullish mood in the markets, or – as is more probably the case – a host of other factors, there have been some noteworthy increases in shorts over the past week. These movements are not a conclusive indicator on their own, but are arguably of more interest than movements in the number of funds showing conviction in the same idea. This is because we know changes in short positions are the product of someone’s conscious decision rather than possibly only being the result of price movements. Among the most attention-grabbing short increases (all changes representing over 1 per cent of the shares) during the past week are Royal Mail (RMG), Cineworld (CINE) and Domino’s Pizza (DOM).
Click here to view the Ideas Farm tables in PDF form
| New 52-week highs | |||
| Name | TIDM | Price | % from high |
| JPMorgan Japanese Invt | JFJ | 546p | 0.0% |
| Pacific Horizon Invt Tr | PHI | 485p | 0.0% |
| Octopus Renewables Infra | ORIT | 112p | 0.4% |
| Tritax EuroBox | EBOX | 99p | 0.6% |
| Fidelity China Special | FCSS | 275p | 1.1% |
| Scottish Mortgage Invt Tr | SMT | 812p | 1.1% |
| Monks Investment Tr | MNKS | 1,054p | 1.3% |
| Capital Gearing Trust Plc | CGT | 4,430p | 1.3% |
| Reckitt Benckiser Group | RB | 7,270p | 1.4% |
| Edinburgh Worldwide Invt | EWI | 262p | 1.5% |
| Baillie Gifford Shin | BGS | 194p | 1.5% |
| Aberdeen Japan Invt Trust | AJIT | 640p | 1.5% |
| Personal Assets Trust | PNL | 44,250p | 1.7% |
| IG Group Holdings | IGG | 820p | 1.7% |
| Kape Technologies | KAPE | 215p | 1.7% |
| Croda International | CRDA | 5,224p | 1.7% |
| Sterling Energy | SEY | 11p | 1.8% |
| Worldwide Healthcare Tr | WWH | 3,625p | 1.8% |
| Spirax-Sarco Engineering | SPX | 10,020p | 1.9% |
| International Public | INPP | 169p | 1.9% |
| Biotech Growth Trust | BIOG | 1,284p | 2.0% |
| Hipgnosis Songs | SONG | 115p | 2.1% |
| Polar Capital Tech | PCT | 2,040p | 2.1% |
| Fulcrum Utility Services | FCRM | 33p | 2.2% |
| Witan Pacific Invt Tr | WPC | 348p | 2.3% |
| Bunzl | BNZL | 2,145p | 2.5% |
| JTC | JTC | 469p | 2.5% |
| BH Macro | BHMG | 3,470p | 2.5% |
| Smithson Investment Trust | SSON | 1,458p | 2.5% |
| Allianz Technology Trust | ATT | 2,250p | 2.6% |
| Civitas Social | CSH | 109p | 2.7% |
| Ruffer Investment | RICA | 243p | 2.8% |
| Naked Wines | WINE | 427p | 2.9% |
| Numis | NUM | 311p | 3.0% |
Source: FactSet, as at 1 July 2020
| New 52-week lows | |||
| Name | TIDM | Price | % from low |
| DWF Group | DWF | 56p | 1.8% |
| Impellam Group | IPEL | 229p | 2.1% |
| Pittards | PTD | 40p | 2.5% |
| HSBC Holdings | HSBA | 380p | 2.9% |
| TOC Property Backed Lndng | PBLT | 86p | 2.9% |
Source: FactSet, as at 1 July 2020
| Shorts | Wednesday, 1 July 2020 | ||
| Company | Short Interest | No. Shorters | 1wk chg in short interest |
| HAMMERSON PLC | 12.6% | 9 | 0.7% |
| Royal Mail Plc | 9.4% | 7 | 1.2% |
| PREMIER OIL PLC | 8.7% | 3 | 0.0% |
| TULLOW OIL PLC | 7.8% | 6 | -0.2% |
| PEARSON PLC | 6.9% | 7 | 0.1% |
| PETS AT HOME GROUP PLC | 5.4% | 3 | 0.6% |
| CINEWORLD GROUP | 5.4% | 7 | 1.2% |
| BABCOCK INTL GROUP PLC | 5.2% | 4 | -1.0% |
| GW PHARMACEUTICALS PLC | 5.2% | 4 | 0.0% |
| PETROPAVLOVSK PLC | 5.2% | 1 | 0.0% |
| DOMINO’S PIZZA GROUP PLC | 4.9% | 7 | 1.3% |
| PETROFAC LTD | 4.8% | 4 | 0.6% |
| IQE PLC | 4.8% | 3 | 0.0% |
| FUTURE PLC | 4.6% | 3 | 0.1% |
| CRODA INTERNATIONAL PLC | 4.5% | 5 | 0.0% |
| WM MORRISON SUPERMARKETS | 4.4% | 4 | -0.2% |
| DIGNITY PLC | 4.2% | 3 | -0.2% |
| SMITH (DAVID S) HOLDINGS PLC | 4.1% | 6 | 0.6% |
| TUI AG | 4.0% | 4 | 0.0% |
| ASCENTIAL PLC | 4.0% | 5 | 0.0% |
| BLUE PRISM GROUP PLC | 3.9% | 4 | 0.0% |
| VODAFONE GROUP PLC | 3.9% | 4 | 0.0% |
| WOOD GROUP (JOHN) PLC | 3.9% | 6 | 0.0% |
| A.G. Barr PLC | 3.8% | 3 | 0.6% |
| SAINSBURY (J) PLC | 3.7% | 2 | 0.0% |
| INTU PROPERTIES PLC | 3.6% | 1 | -1.9% |
| WEIR GROUP PLC/THE | 3.6% | 4 | 0.0% |
| KEYWORDS STUDIOS PLC | 3.5% | 4 | 0.0% |
| CAPITA PLC | 3.3% | 4 | -0.6% |
| ULTRA ELECTRONICS HLDGS PLC | 3.3% | 2 | 0.0% |
| BURBERRY GROUP PLC | 3.2% | 4 | 0.7% |
| MARKS & SPENCER GROUP PLC | 3.2% | 2 | 0.0% |
| Primary Health Properties PLC | 3.2% | 4 | 0.1% |
| AA PLC | 3.1% | 3 | -0.2% |
| AUTO TRADER GROUP PLC | 3.1% | 5 | 0.0% |
| DAILY MAIL & GENERAL TRUST | 3.1% | 3 | 0.0% |
| ASHMORE GROUP PLC | 2.9% | 3 | 0.0% |
| RESTAURANT GROUP PLC | 2.8% | 3 | 0.1% |
| VALARIS PLC | 2.8% | 1 | 0.0% |
| AGGREKO PLC | 2.6% | 2 | -0.7% |
| VICTREX PLC | 2.6% | 3 | 0.0% |
| EASYJET PLC | 2.6% | 3 | -1.1% |
| Signature Aviation PLC | 2.4% | 4 | 0.0% |
| LANCASHIRE HOLDINGS LTD | 2.3% | 2 | NEW |
| N. Brown Group | 2.3% | 2 | NEW |
| INTERCONTINENTAL HOTELS GROUP PLC | 2.3% | 2 | 0.0% |
Source: FCA
| Upgrades | ||||
| Monday, 29 June 2020 | FWD EPS CHG | |||
| Name | TIDM | 1mth | 3mth | 1yr |
| Best of the Best PLC | AIM:BOTB | 148.4% | 148.4% | 267% |
| Gear4music (Holdings) plc | AIM:G4M | 102.5% | 102.4% | 74% |
| Luceco plc | LSE:LUCE | 75.8% | -44.2% | -38% |
| Antofagasta plc | LSE:ANTO | 63.2% | -6.4% | -64% |
| 4imprint Group plc | LSE:FOUR | 62.1% | -63.5% | -72% |
| Jadestone Energy Inc. | AIM:JSE | 61.7% | 76.7% | -86% |
| CMC Markets Plc | LSE:CMCX | 48.1% | 69.7% | 142% |
| Calisen plc | LSE:CLSN | 44.7% | 37.7% | – |
| McCarthy & Stone plc | LSE:MCS | 43.9% | -84.7% | – |
| ASOS Plc | AIM:ASC | 40.4% | – | – |
| BATM Advanced Communications Ltd. | LSE:BVC | 40.0% | 40.0% | 24% |
| Saga plc | LSE:SAGA | 38.7% | -61.8% | -68% |
| Kingfisher plc | LSE:KGF | 38.4% | -5.7% | -36% |
| Polar Capital Holdings plc | AIM:POLR | 35.9% | 6.7% | -16% |
| Frasers Group plc | LSE:FRAS | 35.5% | -25.7% | -26% |
| Hummingbird Resources PLC | AIM:HUM | 31.3% | 50.6% | 116% |
| Orchard Funding Group plc | AIM:ORCH | 29.7% | 29.7% | -24% |
| Hunting PLC | LSE:HTG | 28.8% | -68.1% | -90% |
| Bloomsbury Publishing plc | LSE:BMY | 28.0% | -34.4% | -35% |
| Venture Life Group plc | AIM:VLG | 27.6% | 56.4% | 85% |
| Atalaya Mining Plc | AIM:ATYM | 24.4% | – | – |
| 888 Holdings plc | LSE:888 | 23.1% | 14.0% | -13% |
| Urban&Civic plc | LSE:UANC | 22.2% | -2.5% | -36% |
| B&M European Value Retail S.A. | LSE:BME | 21.4% | 12.4% | 2% |
| Games Workshop Group PLC | LSE:GAW | 20.8% | 11.3% | 1% |
| Caledonia Mining Corporation Plc | AIM:CMCL | 19.4% | – | – |
| CRH plc | LSE:CRH | 19.3% | -25.7% | -26% |
| NCC Group plc | LSE:NCC | 19.0% | -1.9% | – |
| Mattioli Woods plc | AIM:MTW | 18.6% | 18.6% | 13% |
| boohoo group plc | AIM:BOO | 18.1% | 6.2% | 20% |
| Trackwise Designs plc | AIM:TWD | 16.9% | 15.8% | 9% |
| intu properties plc | LSE:INTU | 16.4% | -55.8% | -66% |
| Bunzl plc | LSE:BNZL | 16.3% | -9.8% | -16% |
| Boku, Inc. | AIM:BOKU | 13.0% | 13.0% | -38% |
| CVS Group plc | AIM:CVSG | 12.4% | -37.6% | -45% |
| TI Fluid Systems plc | LSE:TIFS | 11.5% | -89.1% | -93% |
| The Berkeley Group Holdings plc | LSE:BKG | 11.3% | -12.8% | -14% |
| XLMedia PLC | AIM:XLM | 11.3% | 13.8% | -41% |
| Totally plc | AIM:TLY | 9.9% | 9.9% | – |
| Grainger plc | LSE:GRI | 8.9% | – | – |
| Ebiquity plc | AIM:EBQ | 8.7% | -41.9% | -50% |
| Legal & General Group Plc | LSE:LGEN | 8.7% | -3.4% | -1% |
| Airtel Africa Plc | LSE:AAF | 8.5% | -30.9% | – |
| Centamin plc | LSE:CEY | 8.3% | 23.6% | 110% |
| Zotefoams plc | LSE:ZTF | 8.0% | -15.7% | -51% |
| Pan African Resources PLC | AIM:PAF | 7.9% | 8.3% | – |
| Glencore plc | LSE:GLEN | 7.8% | -58.3% | -84% |
| XP Power Limited | LSE:XPP | 7.7% | 4.1% | -18% |
| Impact Healthcare REIT PLC | LSE:IHR | 7.3% | 17.0% | – |
| Dunelm Group plc | LSE:DNLM | 6.9% | -19.1% | -16% |
| KAZ Minerals PLC | LSE:KAZ | 6.7% | -4.5% | -37% |
| Sirius Real Estate Limited | LSE:SRE | 6.6% | -9.4% | 2% |
| Motorpoint Group plc | LSE:MOTR | 6.1% | 11.2% | 21% |
| Dart Group PLC | AIM:DTG | 5.8% | 27.1% | 80% |
| STV Group plc | LSE:STVG | 5.7% | -17.1% | -26% |
| Fresnillo Plc | LSE:FRES | 5.3% | 0.0% | -51% |
| Warehouse REIT plc | AIM:WHR | 5.2% | -12.1% | -10% |
| Chemring Group PLC | LSE:CHG | 5.2% | 0.4% | 0% |
| G4S plc | LSE:GFS | 5.1% | -43.3% | -46% |
| 3i Group plc | LSE:III | 5.0% | -31.2% | -21% |
| IG Group Holdings plc | LSE:IGG | 5.0% | 28.8% | – |
| Eckoh plc | AIM:ECK | 4.8% | 4.1% | 7% |
| Zambeef Products Plc | AIM:ZAM | 4.6% | 4.6% | -38% |
| Codemasters Group Holdings Plc | AIM:CDM | 4.5% | -2.4% | 12% |
| Jupiter Fund Management Plc | LSE:JUP | 4.4% | -11.4% | -32% |
| Frontier Developments plc | AIM:FDEV | 4.4% | 24.3% | 36% |
| United Utilities Group PLC | LSE:UU. | 4.2% | -8.6% | 0% |
| Rio Tinto Group | LSE:RIO | 4.2% | 3.7% | -11% |
| Advanced Medical Solutions Group plc | AIM:AMS | 4.1% | -27.9% | -30% |
| Bodycote plc | LSE:BOY | 4.0% | -18.4% | -47% |
| ECO Animal Health Group plc | AIM:EAH | 3.9% | 5.4% | -67% |
| Beazley plc | LSE:BEZ | 3.9% | -95.0% | -97% |
| Pennon Group Plc | LSE:PNN | 3.8% | 1.0% | 0% |
| Serco Group plc | LSE:SRP | 3.8% | -8.8% | -17% |
| QinetiQ Group plc | LSE:QQ. | 3.6% | -9.8% | -2% |
| PCF Group plc | AIM:PCF | 3.4% | 3.4% | -5% |
| Team17 Group PLC | AIM:TM17 | 3.3% | 8.6% | 42% |
| Ninety One Group | LSE:N91 | 3.3% | – | – |
| Standard Life Aberdeen plc | LSE:SLA | 3.3% | -5.6% | -36% |
| Schroders plc | LSE:SDR | 3.3% | -8.0% | -26% |
| BHP Group | LSE:BHP | 3.2% | -7.1% | – |
| Ferrexpo plc | LSE:FXPO | 3.0% | 2.2% | -38% |
Source: S&P Capital IQ
| Downgrades | ||||
| Monday, 29 June 2020 | FWD EPS CHG | |||
| Name | TIDM | 1mth | 3mth | 1yr |
| Cineworld Group plc | LSE:CINE | -98.3% | -99.2% | -100% |
| MJ Hudson Group plc | AIM:MJH | -95.5% | -99.3% | – |
| Renewi plc | LSE:RWI | -87.4% | -89.9% | -93% |
| C&C Group plc | LSE:CCR | -87.3% | -92.3% | – |
| Renold plc | AIM:RNO | -76.9% | -84.7% | -86% |
| WH Smith PLC | LSE:SMWH | -74.7% | – | – |
| Biffa plc | LSE:BIFF | -67.5% | -78.1% | -79% |
| Amigo Holdings PLC | LSE:AMGO | -60.1% | -62.2% | – |
| Steppe Cement Ltd. | AIM:STCM | -57.6% | -57.6% | -63% |
| First Property Group plc | AIM:FPO | -56.0% | -55.9% | -56% |
| The Vitec Group plc | LSE:VTC | -53.6% | -73.7% | -87% |
| Blancco Technology Group plc | AIM:BLTG | -52.0% | -59.1% | -59% |
| Fuller, Smith & Turner P.L.C. | LSE:FSTA | -50.8% | -69.3% | – |
| Yourgene Health Plc | AIM:YGEN | -50.0% | -50.0% | – |
| Speedy Hire Plc | LSE:SDY | -49.7% | -57.2% | -80% |
| Bushveld Minerals Limited | AIM:BMN | -49.5% | -57.8% | -88% |
| Savills plc | LSE:SVS | -48.7% | -48.7% | -49% |
| Mitie Group plc | LSE:MTO | -48.1% | -52.9% | -62% |
| Iofina plc | AIM:IOF | -47.3% | -47.3% | -3% |
| Grafton Group plc | LSE:GFTU | -46.7% | -65.3% | -73% |
| Costain Group PLC | LSE:COST | -43.0% | -57.8% | -80% |
| Vp plc | LSE:VP. | -42.8% | -46.9% | -49% |
| Joules Group Plc | AIM:JOUL | -37.6% | -42.3% | -76% |
| Howden Joinery Group Plc | LSE:HWDN | -36.7% | -51.6% | -51% |
| Mears Group plc | LSE:MER | -36.7% | -52.9% | -64% |
| M.P. Evans Group plc | AIM:MPE | -36.5% | -18.4% | -29% |
| Forterra plc | LSE:FORT | -36.5% | -60.9% | -68% |
| Mediclinic International plc | LSE:MDC | -36.3% | -44.6% | -47% |
| Crest Nicholson Holdings plc | LSE:CRST | -35.1% | -53.4% | -69% |
| 1Spatial Plc | AIM:SPA | -35.0% | -35.0% | -35% |
| Ibstock plc | LSE:IBST | -35.0% | -55.3% | -65% |
| Harworth Group plc | LSE:HWG | -33.1% | -22.8% | 5% |
| Burford Capital Limited | AIM:BUR | -32.5% | -44.7% | -50% |
| Secure Income REIT Plc | AIM:SIR | -30.0% | -42.5% | -52% |
| Empiric Student Property plc | LSE:ESP | -29.5% | -46.0% | -56% |
| Card Factory plc | LSE:CARD | -27.1% | -81.8% | -86% |
| Pelatro Plc | AIM:PTRO | -26.6% | -38.4% | -79% |
| DWF Group plc | LSE:DWF | -26.6% | -40.6% | – |
| Inchcape plc | LSE:INCH | -26.4% | – | – |
| Balfour Beatty plc | LSE:BBY | -24.2% | -42.9% | -50% |
| Paragon Banking Group PLC | LSE:PAG | -23.7% | -29.6% | -32% |
| Hochschild Mining plc | LSE:HOC | -23.6% | -52.2% | -48% |
| Capital & Counties Properties PLC | LSE:CAPC | -23.3% | -69.6% | -58% |
| Clarkson PLC | LSE:CKN | -22.3% | -30.0% | -37% |
| MJ Gleeson plc | LSE:GLE | -22.2% | -80.4% | -82% |
| Capital & Regional Plc | LSE:CAL | -22.0% | -37.7% | -62% |
| Town Centre Securities PLC | LSE:TOWN | -21.8% | -35.6% | -39% |
| Taylor Wimpey plc | LSE:TW. | -21.8% | -46.1% | -54% |
| Hollywood Bowl Group plc | LSE:BOWL | -21.5% | -69.2% | -74% |
| Vivo Energy plc | LSE:VVO | -21.5% | -44.4% | -56% |
| RPS Group plc | LSE:RPS | -21.5% | -43.7% | -65% |
| Keystone Law Group plc | AIM:KEYS | -21.3% | -39.0% | -39% |
| Serabi Gold plc | AIM:SRB | -21.0% | -25.1% | – |
| Travis Perkins plc | LSE:TPK | -20.7% | -50.2% | -55% |
| Anexo Group Plc | AIM:ANX | -20.6% | -27.2% | -17% |
| Helical plc | LSE:HLCL | -20.3% | -45.6% | -39% |
| Morgan Sindall Group plc | LSE:MGNS | -20.0% | -50.7% | -50% |
| Bank of Georgia Group PLC | LSE:BGEO | -19.2% | – | – |
| Inspiration Healthcare Group plc | AIM:IHC | -19.1% | -19.1% | -16% |
| Petrofac Limited | LSE:PFC | -18.4% | -43.5% | -61% |
| Hill & Smith Holdings PLC | LSE:HILS | -18.4% | -23.8% | -36% |
| InterContinental Hotels Group PLC | LSE:IHG | -18.2% | -61.9% | -70% |
| De La Rue plc | LSE:DLAR | -18.1% | -18.1% | -55% |
| Draper Esprit plc | AIM:GROW | -17.8% | -42.2% | -42% |
| Intermediate Capital Group plc | LSE:ICP | -17.4% | -19.8% | -22% |
| Tyman plc | LSE:TYMN | -17.0% | -50.1% | -61% |
| Babcock International Group PLC | LSE:BAB | -15.9% | -21.7% | -27% |
| Johnson Matthey Plc | LSE:JMAT | -15.7% | -36.0% | -42% |
| Randall & Quilter Investment Holdings Ltd | AIM:RQIH | -15.6% | -15.6% | -21% |
| Hays plc | LSE:HAS | -15.0% | -55.3% | – |
| Volution Group plc | LSE:FAN | -14.1% | -28.7% | -34% |
| Capita plc | LSE:CPI | -14.1% | -35.8% | -54% |
| Marshalls plc | LSE:MSLH | -14.0% | -44.7% | -48% |
| GCP Student Living plc | LSE:DIGS | -13.8% | -27.3% | -38% |
| Aggreko Plc | LSE:AGK | -13.8% | -50.1% | -56% |
| Restore plc | AIM:RST | -13.5% | -33.5% | -46% |
| SThree plc | LSE:STEM | -13.0% | -18.3% | -58% |
| Polypipe Group plc | LSE:PLP | -12.7% | -37.3% | -45% |
| Greencore Group plc | LSE:GNC | -12.3% | – | – |
| Network International Holdings plc | LSE:NETW | -12.0% | -51.6% | -56% |
| Gem Diamonds Limited | LSE:GEMD | -11.7% | -53.0% | -90% |
| N Brown Group plc | LSE:BWNG | -11.2% | -51.2% | -59% |
| Workspace Group plc | LSE:WKP | -10.3% | -32.2% | -36% |
| Coats Group plc | LSE:COA | -10.3% | -57.0% | -70% |
| Moneysupermarket.com Group PLC | LSE:MONY | -10.2% | – | – |
| National Grid plc | LSE:NG. | -9.6% | -12.6% | -13% |
| Keller Group plc | LSE:KLR | -9.6% | -23.3% | -36% |
| Cerillion PLC | AIM:CER | -9.5% | -9.5% | -12% |
| First Derivatives plc | AIM:FDP | -9.3% | -38.1% | -39% |
| AEW UK REIT plc | LSE:AEWU | -9.2% | -9.2% | -11% |
| McKay Securities Plc | LSE:MCKS | -9.1% | -18.2% | -17% |
| Diaceutics PLC | AIM:DXRX | -9.1% | -9.1% | -9% |
| Tatton Asset Management plc | AIM:TAM | -8.8% | -12.6% | -13% |
| Rightmove plc | LSE:RMV | -8.6% | -44.6% | -45% |
| Barclays PLC | LSE:BARC | -8.5% | – | – |
| EVRAZ plc | LSE:EVR | -8.4% | -31.2% | -57% |
| Wynnstay Group Plc | AIM:WYN | -8.1% | -8.1% | -17% |
| PageGroup plc | LSE:PAGE | -8.1% | -47.0% | -68% |
| TalkTalk Telecom Group PLC | LSE:TALK | -8.0% | -7.8% | -19% |
| Wincanton plc | LSE:WIN | -8.0% | -64.6% | -64% |
| CentralNic Group Plc | AIM:CNIC | -8.0% | -9.7% | 44% |
| Volex plc | AIM:VLX | -7.9% | -10.5% | – |
| Close Brothers Group plc | LSE:CBG | -7.9% | -36.7% | -42% |
| Victrex plc | LSE:VCT | -7.8% | – | – |
| Compass Group PLC | LSE:CPG | -7.7% | – | – |
| Severfield plc | LSE:SFR | -7.7% | -27.8% | -28% |
| John Wood Group PLC | LSE:WG. | -7.6% | -32.3% | -64% |
| Tesco PLC | LSE:TSCO | -7.6% | -25.5% | -26% |
| TT Electronics plc | LSE:TTG | -7.6% | – | – |
| IGas Energy plc | AIM:IGAS | -7.4% | – | -82% |
| XPS Pensions Group plc | LSE:XPS | -7.4% | -7.4% | -15% |
| XPS Pensions Group plc | LSE:XPS | -7.4% | -7.4% | -15% |
| Informa plc | LSE:INF | -7.4% | -34.9% | -54% |
| AA plc | LSE:AA. | -7.2% | -32.3% | -35% |
| AFH Financial Group Plc | AIM:AFHP | -7.1% | -7.1% | -12% |
| Electrocomponents plc | LSE:ECM | -7.0% | -13.9% | -36% |
| Ashtead Group plc | LSE:AHT | -6.8% | -34.7% | -45% |
| SSE plc | LSE:SSE | -6.8% | -14.3% | -20% |
| J D Wetherspoon plc | LSE:JDW | -6.7% | -80.5% | – |
| Lloyds Banking Group plc | LSE:LLOY | -6.5% | – | – |
| Scapa Group plc | AIM:SCPA | -5.9% | -68.4% | -79% |
| Instem plc | AIM:INS | -5.7% | -5.7% | 2% |
| Barratt Developments PLC | LSE:BDEV | -5.7% | -33.9% | – |
| Bakkavor Group plc | LSE:BAKK | -5.5% | -31.3% | -41% |
| Water Intelligence plc | AIM:WATR | -5.4% | -2.0% | 2% |
| Custodian REIT Plc | LSE:CREI | -5.4% | -4.1% | – |
| Rathbone Brothers Plc | LSE:RAT | -5.2% | -18.5% | -39% |
| Ascential plc | LSE:ASCL | -5.2% | -78.3% | -80% |
| Loungers plc | AIM:LGRS | -5.1% | -47.6% | -45% |
| Somero Enterprises, Inc. | AIM:SOM | -5.1% | -5.1% | -6% |
| Man Group plc | LSE:EMG | -5.1% | -9.0% | -33% |
| Kier Group plc | LSE:KIE | -5.0% | -15.4% | – |
| Essentra plc | LSE:ESNT | -4.6% | -29.0% | -47% |
| Pearson plc | LSE:PSON | -4.5% | -20.6% | -49% |
| The Go-Ahead Group plc | LSE:GOG | -4.5% | -48.1% | -50% |
| Morgan Advanced Materials plc | LSE:MGAM | -4.4% | -25.5% | -35% |
| Cake Box Holdings Plc | AIM:CBOX | -4.3% | -4.3% | – |
| Tate & Lyle plc | LSE:TATE | -4.1% | -11.8% | -12% |
| Marks and Spencer Group plc | LSE:MKS | -4.1% | -49.8% | -63% |
| Redcentric plc | AIM:RCN | -4.0% | -4.0% | – |
| Lancashire Holdings Limited | LSE:LRE | -3.9% | -37.5% | -42% |
| Land Securities Group plc | LSE:LAND | -3.8% | -21.9% | -24% |
| Standard Chartered PLC | LSE:STAN | -3.7% | – | – |
| Dechra Pharmaceuticals PLC | LSE:DPH | -3.7% | -4.6% | – |
| Big Yellow Group Plc | LSE:BYG | -3.6% | -9.6% | -15% |
| TBC Bank Group PLC | LSE:TBCG | -3.5% | – | – |
| Vodafone Group Plc | LSE:VOD | -3.5% | -28.5% | -34% |
| Gooch & Housego PLC | AIM:GHH | -3.5% | -32.6% | -44% |
| Just Group plc | LSE:JUST | -3.4% | -6.4% | 0% |
| Clipper Logistics plc | LSE:CLG | -3.4% | -8.6% | -15% |
| Real Estate Credit Investments Limited | LSE:RECI | -3.4% | -2.3% | -15% |
| Breedon Group plc | AIM:BREE | -3.4% | -30.0% | -34% |
| BP p.l.c. | LSE:BP. | -3.3% | – | – |
| FDM Group (Holdings) plc | LSE:FDM | -3.2% | -20.7% | -24% |
| Great Portland Estates Plc | LSE:GPOR | -3.2% | -22.0% | -23% |
| Connect Group PLC | LSE:CNCT | -3.1% | -3.5% | -21% |
| Playtech plc | LSE:PTEC | -3.0% | -24.1% | -70% |
Source: S&P Capital IQ
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