Deluxe
347 hedge funds and large institutions have $3.2B invested in Deluxe in 2016 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 130 increasing their positions, 124 reducing their positions, and 26 closing their positions.
62% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 26
17% more call options, than puts
Call options by funds: $2.44M | Put options by funds: $2.08M
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
8% more capital invested
Capital invested by funds: $2.97B → $3.2B (+$234M)
4% more funds holding
Funds holding: 334 → 347 (+13)
5% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 124
0.82% more ownership
Funds ownership: 91.11% → 91.93% (+0.82%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$26.7M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$19.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$14.7M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$11.2M |
| 5 |
Lazard Asset Management
New York
|
+$8.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$21.1M |
| 2 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
-$19.9M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$9.31M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$8.86M |
| 5 |
JP Morgan Chase
New York
|
-$8.56M |
DLX Hedge Fund Activity: Q4 2016 in Review
347 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q4 2016, worth a combined $3.2B — up 7.9% from $2.97B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new DLX positions and 26 closed out — a net gain of 16 holders — while 130 added to existing stakes and 124 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $26.7M. The largest seller was Fidelity Investments, cutting an estimated $21.1M.
- 347 institutional investors held Deluxe (DLX) as of Q4 2016, up from 334 in Q3 2016.
- Funds reported $3.2B of Deluxe stock for Q4 2016, up 7.9% quarter-over-quarter.
- 42 funds opened new Deluxe positions in Q4 2016 and 26 closed out, a net change of +16 holders.
- The largest Deluxe buyer in Q4 2016 was Morgan Stanley, an estimated $26.7M added.
- The largest Deluxe seller in Q4 2016 was Fidelity Investments, an estimated $21.1M sold.
Based on aggregated 13F filings for Q4 2016.