Deluxe
DLX
272 hedge funds and large institutions have $2.29B invested in Deluxe in 2013 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 75 increasing their positions, 125 reducing their positions, and 19 closing their positions.
2,610% more call options, than puts
Call options by funds: $73.8M | Put options by funds: $2.72M
95% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 19
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
21% more capital invested
Capital invested by funds: $1.89B → $2.29B (+$404M)
6% more funds holding
Funds holding: 256 → 272 (+16)
2.96% less ownership
Funds ownership: 89.87% → 86.91% (-3%)
40% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 125
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nomura Holdings
Tokyo,
Japan
|
+$17.2M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$13.7M |
| 3 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$13.3M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$8.74M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$28.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$16.7M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$10.5M |
| 4 |
WI
WHV Investments
San Francisco,
California
|
-$10.5M |
| 5 |
LCP
Lombardia Capital Partners
Pasadena,
California
|
-$9.3M |
DLX Hedge Fund Activity: Q4 2013 in Review
272 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q4 2013, worth a combined $2.29B — up 21% from $1.89B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new DLX positions and 19 closed out — a net gain of 18 holders — while 75 added to existing stakes and 125 trimmed.
The largest buyer was Nomura Holdings, adding an estimated $17.2M. The largest seller was BlackRock Fund Advisors, cutting an estimated $28.2M.
- 272 institutional investors held Deluxe (DLX) as of Q4 2013, up from 256 in Q3 2013.
- Funds reported $2.29B of Deluxe stock for Q4 2013, up 21% quarter-over-quarter.
- 37 funds opened new Deluxe positions in Q4 2013 and 19 closed out, a net change of +18 holders.
- The largest Deluxe buyer in Q4 2013 was Nomura Holdings, an estimated $17.2M added.
- The largest Deluxe seller in Q4 2013 was BlackRock Fund Advisors, an estimated $28.2M sold.
Based on aggregated 13F filings for Q4 2013.