Deluxe
338 hedge funds and large institutions have $3.43B invested in Deluxe in 2018 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 93 increasing their positions, 145 reducing their positions, and 39 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
2.88% more ownership
Funds ownership: 93.98% → 96.86% (+2.9%)
1% less capital invested
Capital invested by funds: $3.47B → $3.43B (-$46.4M)
3% less funds holding
Funds holding: 347 → 338 (-9)
13% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 39
33% less call options, than puts
Call options by funds: $1.9M | Put options by funds: $2.86M
36% less repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 145
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$57.2M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$35M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$31.4M |
| 4 |
SCP
Seizert Capital Partners
Birmingham,
Michigan
|
+$24.3M |
| 5 |
Bank of New York Mellon
New York
|
+$24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$21.3M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$12.8M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$10.8M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$9.17M |
| 5 |
OAM
Origin Asset Management
London,
United Kingdom
|
-$8.87M |
DLX Hedge Fund Activity: Q1 2018 in Review
338 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Deluxe (DLX) for Q1 2018, worth a combined $3.43B — down 1.3% from $3.47B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of DLX and 34 opened new positions — a net loss of 5 holders — while 145 trimmed existing stakes and 93 added.
The largest buyer was Eaton Vance Management, adding an estimated $57.2M. The largest seller was Morgan Stanley, cutting an estimated $21.3M.
- 338 institutional investors held Deluxe (DLX) as of Q1 2018, down from 347 in Q4 2017.
- Funds reported $3.43B of Deluxe stock for Q1 2018, down 1.3% quarter-over-quarter.
- 34 funds opened new Deluxe positions in Q1 2018 and 39 closed out, a net change of -5 holders.
- The largest Deluxe buyer in Q1 2018 was Eaton Vance Management, an estimated $57.2M added.
- The largest Deluxe seller in Q1 2018 was Morgan Stanley, an estimated $21.3M sold.
Based on aggregated 13F filings for Q1 2018.