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Deluxe
DLX

300 hedge funds and large institutions have $4.46B invested in Deluxe in 2014 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 92 increasing their positions, 115 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 14

187% more call options, than puts

Call options by funds: $7.69M | Put options by funds: $2.68M

69% more capital invested

Capital invested by funds: $2.64B → $4.46B (+$1.82B)

10% more funds holding

Funds holding: 273 → 300 (+27)

0.63% more ownership

Funds ownership: 89.49% → 90.12% (+0.63%)

20% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 115

33% less funds holding in top 10

Funds holding in top 10: 9 → 6 (-3)

Holders
300
Holders Change
+27
Holders Change %
+9.89%
% of All Funds
8%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.16%
New
46
Increased
92
Reduced
115
Closed
14
Calls
$7.69M
Puts
$2.68M
Net Calls
+$5.01M
Net Calls Change
+$4.09M

Top Buyers

1
TA
Teachers Advisors
New York
+$74.9M
2
Victory Capital Management
Victory Capital Management
Texas
+$49.9M
3
Axa
Axa
France
+$16.3M
4
Macquarie Group
Macquarie Group
Australia
+$13.9M
5
HA
Hays Advisory
Tennessee
+$12.3M

Top Sellers

1
NAP
New Amsterdam Partners
New York
-$37M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$33M
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$13.8M
4
Renaissance Technologies
Renaissance Technologies
New York
-$11.7M
5
APG Asset Management
APG Asset Management
Netherlands
-$10.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
201
Wedge Capital Management
North Carolina
$613K -$41.1K -700 -7%
BCIM
202
British Columbia Investment Management
British Columbia, Canada
$594K – – –
ACM
203
Ativo Capital Management
Illinois
$593K -$58.8K -1,000 -10%
BlackRock
204
BlackRock
New York
$590K -$34.4K -585 -6%
AA
205
ALPS Advisors
Colorado
$561K -$70.9K -1,206 -12%
JIM
206
Jensen Investment Management
Oregon
$553K +$20K +340 +4%
WSCM
207
Wellington Shields Capital Management
New York
$545K +$176 +3 +0%
PA
208
Profund Advisors
Maryland
$526K +$85.3K +1,452 +21%
Stifel Financial
209
Stifel Financial
Missouri
$505K -$7.37M -125,364 -94%
LA
210
Lucus Advisors
New York
$490K +$463K +7,878 New
CSS
211
Cubist Systematic Strategies
Connecticut
$487K +$187K +3,177 +68%
FA
212
FDx Advisors
Illinois
$484K -$587K -9,985 -56%
EAMA
213
EFG Asset Management (Americas)
Florida
$476K +$222K +3,779 +98%
CCM
214
Covington Capital Management
California
$448K – – –
PNC Financial Services Group
215
PNC Financial Services Group
Pennsylvania
$436K +$80.6K +1,371 +24%
AG
216
Aperio Group
California
$434K +$76.1K +1,295 +23%
SAM
217
Securian Asset Management
Minnesota
$430K -$5.88K -100 -1%
Creative Planning
218
Creative Planning
Kansas
$430K +$67.9K +1,156 +20%
PG
219
PEAK6 Group
Illinois
$423K +$400K +6,801 New
CONA
220
Capital One National Association
New York
$421K +$10.2K +174 +3%
PCM
221
Piermont Capital Management
Missouri
$420K – – –
CB
222
Commerce Bank
Missouri
$401K – – –
Commonwealth Equity Services
223
Commonwealth Equity Services
Massachusetts
$394K +$1.35K +23 +0.4%
Two Sigma Advisers
224
Two Sigma Advisers
New York
$381K +$359K +6,115 New
BNP Paribas Financial Markets
225
BNP Paribas Financial Markets
France
$377K -$1.39M -23,686 -80%
7 8
9
10 11

DLX Hedge Fund Activity: Q4 2014 in Review

300 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q4 2014, worth a combined $4.46B — up 69% from $2.64B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new DLX positions and 14 closed out — a net gain of 32 holders — while 92 added to existing stakes and 115 trimmed.

The largest buyer was Teachers Advisors, adding an estimated $74.9M. The largest seller was New Amsterdam Partners, exiting entirely with an estimated $37M sold.

  • 300 institutional investors held Deluxe (DLX) as of Q4 2014, up from 273 in Q3 2014.
  • Funds reported $4.46B of Deluxe stock for Q4 2014, up 69% quarter-over-quarter.
  • 46 funds opened new Deluxe positions in Q4 2014 and 14 closed out, a net change of +32 holders.
  • The largest Deluxe buyer in Q4 2014 was Teachers Advisors, an estimated $74.9M added.
  • The largest Deluxe seller in Q4 2014 was New Amsterdam Partners, an estimated $37M sold.

Based on aggregated 13F filings for Q4 2014.