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Cleveland-Cliffs

249 hedge funds and large institutions have $489M invested in Cleveland-Cliffs in 2015 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 91 increasing their positions, 78 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 78

7% less funds holding

Funds holding: 269249 (-20)

8.86% less ownership

Funds ownership: 75.07%66.22% (-8.9%)

35% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 49

40% less capital invested

Capital invested by funds: $822M → $489M (-$332M)

46% less call options, than puts

Call options by funds: $86.6M | Put options by funds: $161M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
249
Holders Change
-20
Holders Change %
-7.43%
% of All Funds
6.63%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
32
Increased
91
Reduced
78
Closed
49
Calls
$86.6M
Puts
$161M
Net Calls
-$74M
Net Calls Change
+$190M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$4.14M +$420K +65,161 +8%
VBCP
27
Vollero Beach Capital Partners
New York
$4.01M +$1.8M +279,065 +50%
Invesco
28
Invesco
Georgia
$3.85M +$2.86M +443,932 +124%
SOMRS
29
State of Michigan Retirement System
Michigan
$3.51M -$10.3M -1,593,000 -69%
Deutsche Bank
30
Deutsche Bank
Germany
$3.45M +$2.48M +385,416 +116%
UBS Group
31
UBS Group
Switzerland
$3.35M +$1.55M +240,200 +53%
GC
32
Guggenheim Capital
Illinois
$3.34M +$2.07M +320,766 +86%
Canada Pension Plan Investment Board
33
Canada Pension Plan Investment Board
Ontario, Canada
$3.26M
CS
34
Credit Suisse
Switzerland
$3.05M +$52.1K +8,087 +1%
SG Americas Securities
35
SG Americas Securities
New York
$2.95M +$266K +41,285 +7%
Nomura Holdings
36
Nomura Holdings
Japan
$2.82M +$3.14M +487,743 +4,877%
Group One Trading
37
Group One Trading
Illinois
$2.8M +$1.25M +193,359 +50%
BA
38
BlackRock Advisors
Delaware
$2.73M +$1.53M +236,905 +72%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$2.56M +$226K +35,100 +7%
Charles Schwab
40
Charles Schwab
California
$2.46M +$661K +102,536 +25%
PPA
41
Parametric Portfolio Associates
Washington
$2.41M +$481K +74,602 +17%
EMG
42
Ellington Management Group
Connecticut
$2.35M +$2.9M +450,500 +1,201%
Allianz Asset Management
43
Allianz Asset Management
Germany
$2.29M
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$2.19M +$161K +25,000 +6%
Legal & General Group
45
Legal & General Group
United Kingdom
$2.19M +$1.69M +262,924 +137%
BIM
46
BlackRock Investment Management
Delaware
$2.15M +$21.4K +3,318 +0.7%
Capital World Investors
47
Capital World Investors
California
$2.14M -$73.6M -11,421,358 -96%
Principal Financial Group
48
Principal Financial Group
Iowa
$2.04M -$88.2K -13,688 -3%
NAMA
49
Nikko Asset Management Americas
New York
$2.04M -$180K -27,900 -6%
Ameriprise
50
Ameriprise
Minnesota
$1.83M +$96.6K +14,985 +4%

CLF Hedge Fund Activity: Q1 2015 in Review

249 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Cleveland-Cliffs (CLF) for Q1 2015, worth a combined $489M — down 40% from $822M a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of CLF and 32 opened new positions — a net loss of 17 holders — while 78 trimmed existing stakes and 91 added.

The largest buyer was Walthausen & Co, adding an estimated $22.9M. The largest seller was Capital World Investors, cutting an estimated $73.6M.

  • 249 institutional investors held Cleveland-Cliffs (CLF) as of Q1 2015, down from 269 in Q4 2014.
  • Funds reported $489M of Cleveland-Cliffs stock for Q1 2015, down 40% quarter-over-quarter.
  • 32 funds opened new Cleveland-Cliffs positions in Q1 2015 and 49 closed out, a net change of -17 holders.
  • The largest Cleveland-Cliffs buyer in Q1 2015 was Walthausen & Co, an estimated $22.9M added.
  • The largest Cleveland-Cliffs seller in Q1 2015 was Capital World Investors, an estimated $73.6M sold.

Based on aggregated 13F filings for Q1 2015.