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ArcelorMittal

174 hedge funds and large institutions have $646M invested in ArcelorMittal in 2018 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $48.1M | Put options by funds: $46.9M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.08% less ownership

Funds ownership: 3.16%3.07% (-0.08%)

9% less funds holding

Funds holding: 192174 (-18)

14% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 64

33% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 49

83% less capital invested

Capital invested by funds: $3.88B → $646M (-$3.23B)

Holders
174
Holders Change
-18
Holders Change %
-9.38%
% of All Funds
3.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
55
Reduced
64
Closed
49
Calls
$48.1M
Puts
$46.9M
Net Calls
+$1.22M
Net Calls Change
-$54M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
1
Cambiar Investors
Colorado
$86.2M -$6.44M -260,310 -6%
Citadel Advisors
2
Citadel Advisors
Florida
$78.2M +$61.1M +2,470,262 +188%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$52.5M +$1.85M +74,628 +3%
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$47.9M +$31.5M +1,272,469 +122%
Bank of America
5
Bank of America
North Carolina
$30.6M -$9.31M -376,304 -20%
Goldman Sachs
6
Goldman Sachs
New York
$28M -$2.89M -116,937 -8%
Deutsche Bank
7
Deutsche Bank
Germany
$26.5M +$1.13M +45,717 +4%
Balyasny Asset Management
8
Balyasny Asset Management
Illinois
$24.8M +$28.1M +1,137,095 +1,851%
Northern Trust
9
Northern Trust
Illinois
$23.3M -$344K -13,892 -1%
HCM
10
Highline Capital Management
New York
$23M +$27.6M +1,113,695 New
Renaissance Technologies
11
Renaissance Technologies
New York
$19.9M -$2.69M -108,861 -10%
Allianz Asset Management
12
Allianz Asset Management
Germany
$19.7M
PPA
13
Parametric Portfolio Associates
Washington
$18.4M -$425K -17,196 -2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$10.3M -$5.91M -238,969 -32%
Aberdeen Group
15
Aberdeen Group
United Kingdom
$10.1M +$628K +25,400 +5%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$8.36M -$9.63M -389,125 -49%
AG
17
Aperio Group
California
$7.92M +$2.7M +108,988 +40%
Twin Tree Management
18
Twin Tree Management
Texas
$7.8M +$8.74M +353,278 +1,460%
Wells Fargo
19
Wells Fargo
California
$7.58M -$521K -21,041 -5%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$6.96M +$6.34M +256,334 +319%
JP Morgan Chase
21
JP Morgan Chase
New York
$6.96M -$13.7M -554,354 -62%
AFG
22
American Financial Group
Ohio
$5.51M
Morgan Stanley
23
Morgan Stanley
New York
$5.16M -$9.48M -383,204 -61%
UBS Group
24
UBS Group
Switzerland
$5.06M +$388K +15,665 +7%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$4.93M -$11.6M -467,554 -66%

MT Hedge Fund Activity: Q4 2018 in Review

174 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in ArcelorMittal (MT) for Q4 2018, worth a combined $646M — down 83% from $3.88B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of MT and 33 opened new positions — a net loss of 16 holders — while 64 trimmed existing stakes and 55 added.

The largest buyer was Citadel Advisors, adding an estimated $61.1M. The largest seller was Scopus Asset Management, exiting entirely with an estimated $28.9M sold.

  • 174 institutional investors held ArcelorMittal (MT) as of Q4 2018, down from 192 in Q3 2018.
  • Funds reported $646M of ArcelorMittal stock for Q4 2018, down 83% quarter-over-quarter.
  • 33 funds opened new ArcelorMittal positions in Q4 2018 and 49 closed out, a net change of -16 holders.
  • The largest ArcelorMittal buyer in Q4 2018 was Citadel Advisors, an estimated $61.1M added.
  • The largest ArcelorMittal seller in Q4 2018 was Scopus Asset Management, an estimated $28.9M sold.

Based on aggregated 13F filings for Q4 2018.