Deluxe
327 hedge funds and large institutions have $3.31B invested in Deluxe in 2017 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 126 increasing their positions, 112 reducing their positions, and 25 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
13% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 112
7% more capital invested
Capital invested by funds: $3.1B → $3.31B (+$207M)
1.38% more ownership
Funds ownership: 92.37% → 93.75% (+1.4%)
4% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 25
2% more call options, than puts
Call options by funds: $2.59M | Put options by funds: $2.53M
1% less funds holding
Funds holding: 330 → 327 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$46.5M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$12.6M |
| 3 |
JP Morgan Chase
New York
|
+$8.65M |
| 4 |
FL
Fort LP
Chevy Chase,
Maryland
|
+$8.43M |
| 5 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
+$7.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIR
James Investment Research
Alpha,
Ohio
|
-$30.2M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$14.4M |
| 3 |
Morgan Stanley
New York
|
-$13.3M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$12.2M |
| 5 |
Renaissance Technologies
New York
|
-$8.8M |
DLX Hedge Fund Activity: Q3 2017 in Review
327 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q3 2017, worth a combined $3.31B — up 6.7% from $3.1B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new DLX positions and 25 closed out — a net gain of 1 holder — while 126 added to existing stakes and 112 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $46.5M. The largest seller was James Investment Research, cutting an estimated $30.2M.
- 327 institutional investors held Deluxe (DLX) as of Q3 2017, down from 330 in Q2 2017.
- Funds reported $3.31B of Deluxe stock for Q3 2017, up 6.7% quarter-over-quarter.
- 26 funds opened new Deluxe positions in Q3 2017 and 25 closed out, a net change of +1 holder.
- The largest Deluxe buyer in Q3 2017 was Bank of New York Mellon, an estimated $46.5M added.
- The largest Deluxe seller in Q3 2017 was James Investment Research, an estimated $30.2M sold.
Based on aggregated 13F filings for Q3 2017.