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Credit Acceptance

148 hedge funds and large institutions have $2.79B invested in Credit Acceptance in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 63 increasing their positions, 34 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 34

11.97% more ownership

Funds ownership: 58.42%70.4% (+12%)

8% more capital invested

Capital invested by funds: $2.58B → $2.79B (+$208M)

6% less funds holding

Funds holding: 158148 (-10)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

13% less call options, than puts

Call options by funds: $23.4M | Put options by funds: $26.8M

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

Holders
148
Holders Change
-10
Holders Change %
-6.33%
% of All Funds
3.68%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.42%
New
14
Increased
63
Reduced
34
Closed
17
Calls
$23.4M
Puts
$26.8M
Net Calls
-$3.38M
Net Calls Change
-$5.58M
Name Holding Trade Value Shares
Change
Change in
Stake
PGP
1
Prescott General Partners
Florida
$443M
HP
2
Hound Partners
New York
$289M +$110M +545,272 +60%
ABI
3
Abrams Bison Investments
Maryland
$231M +$4.31M +21,399 +2%
RCG
4
Ruane, Cunniff & Goldfarb
New York
$192M +$194M +965,117 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$186M +$39.8M +197,463 +27%
B
6
BloombergSen
Ontario, Canada
$121M -$42M -208,394 -26%
AA
7
Ancient Art
Texas
$97M +$5.87M +29,128 +6%
BlackRock
8
BlackRock
New York
$79.8M +$80.4M +399,332 +38,434%
CCM
9
Cantillon Capital Management
New York
$78.1M -$786K -3,901 -1%
WA
10
Wasatch Advisors
Utah
$76.8M +$3.08M +15,269 +4%
BMO
11
Beck Mack & Oliver
New York
$72M +$3.93M +19,485 +6%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$56.6M -$6.15M -30,541 -10%
XGI
13
XL Group Investments
Bermuda
$49.2M +$3.42M +17,000 +7%
BG
14
Baupost Group
Massachusetts
$48.7M
GIG
15
Goodnow Investment Group
Connecticut
$44.3M +$1.29M +6,390 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
16
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$40.5M +$12.2M +60,319 +42%
TCIM
17
TIAA CREF Investment Management
New York
$38.5M -$2.71M -13,472 -7%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$35.1M +$1.22M +6,055 +4%
GC
19
Gobi Capital
California
$32.9M +$10.6M +52,418 +47%
Norges Bank
20
Norges Bank
Norway
$29.6M +$4.63M +23,000 +18%
UBS Group
21
UBS Group
Switzerland
$28.7M +$28.7M +142,688 +11,087%
BCM
22
Billings Capital Management
Virginia
$26.9M +$543K +2,697 +2%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$24.8M +$11.2M +55,409 +81%
CCP
24
Clough Capital Partners
Massachusetts
$24.4M +$3.79M +18,824 +18%
HSBC Holdings
25
HSBC Holdings
United Kingdom
$22.6M

CACC Hedge Fund Activity: Q1 2017 in Review

148 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Credit Acceptance (CACC) for Q1 2017, worth a combined $2.79B — up 8.1% from $2.58B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of CACC and 14 opened new positions — a net loss of 3 holders — while 34 trimmed existing stakes and 63 added.

The largest buyer was Ruane, Cunniff & Goldfarb, opening a new position worth an estimated $194M. The largest seller was BloombergSen, cutting an estimated $42M.

  • 148 institutional investors held Credit Acceptance (CACC) as of Q1 2017, down from 158 in Q4 2016.
  • Funds reported $2.79B of Credit Acceptance stock for Q1 2017, up 8.1% quarter-over-quarter.
  • 14 funds opened new Credit Acceptance positions in Q1 2017 and 17 closed out, a net change of -3 holders.
  • The largest Credit Acceptance buyer in Q1 2017 was Ruane, Cunniff & Goldfarb, an estimated $194M added.
  • The largest Credit Acceptance seller in Q1 2017 was BloombergSen, an estimated $42M sold.

Based on aggregated 13F filings for Q1 2017.