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Navient

377 hedge funds and large institutions have $3.65B invested in Navient in 2016 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 121 increasing their positions, 143 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 37

3% more funds holding

Funds holding: 365377 (+12)

3% less capital invested

Capital invested by funds: $3.75B → $3.65B (-$97.5M)

15% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 143

61% less call options, than puts

Call options by funds: $7.45M | Put options by funds: $19M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
377
Holders Change
+12
Holders Change %
+3.29%
% of All Funds
10.06%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
54
Increased
121
Reduced
143
Closed
37
Calls
$7.45M
Puts
$19M
Net Calls
-$11.6M
Net Calls Change
-$147K
Name Holding Trade Value Shares
Change
Change in
Stake
KGI
26
KBI Global Investors
Ireland
$26.7M +$28.4M +2,231,985 New
CCA
27
Canyon Capital Advisors
Texas
$24.5M -$11.1M -869,134 -30%
AA
28
ALPS Advisors
Colorado
$24.3M +$2.62M +205,635 +11%
Legal & General Group
29
Legal & General Group
United Kingdom
$22.6M +$988K +77,634 +4%
TCIM
30
TIAA CREF Investment Management
New York
$21.5M +$10.6M +830,604 +86%
Lord, Abbett & Co
31
Lord, Abbett & Co
New Jersey
$17.6M -$225K -17,700 -1%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$17.5M +$8.46M +664,824 +83%
AQR Capital Management
33
AQR Capital Management
Connecticut
$15.9M -$2.01M -158,073 -11%
CEP
34
Chicago Equity Partners
Illinois
$15.7M +$15.8M +1,243,775 +1,854%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$15.1M +$1.43M +112,500 +10%
PPA
36
Parametric Portfolio Associates
Washington
$15.1M +$3.39M +266,303 +27%
TRSOTSOK
37
Teachers Retirement System of the State of Kentucky
Kentucky
$14.4M +$3.51M +275,800 +30%
TAM
38
Todd Asset Management
Kentucky
$14.3M +$3.5M +275,478 +30%
USAA
39
United Services Automobile Association
Texas
$14.2M -$165K -12,995 -1%
BCM
40
Bridgeway Capital Management
Texas
$13.9M -$1.42M -111,400 -9%
Charles Schwab
41
Charles Schwab
California
$13.6M +$477K +37,534 +3%
UBS AM
42
UBS AM
Illinois
$13.5M +$1.48M +116,397 +11%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$12.4M -$385K -30,261 -3%
BGIM
44
Brandywine Global Investment Management
Pennsylvania
$12.3M +$11.3M +891,760 +657%
Skandinaviska Enskilda Banken (SEB)
45
Skandinaviska Enskilda Banken (SEB)
Sweden
$12.3M +$12M +940,900 +1,119%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$12.1M
Allianz Asset Management
47
Allianz Asset Management
Germany
$11.9M -$13.4M -1,050,666 -51%
MLM
48
Mount Lucas Management
Pennsylvania
$11.9M -$48.9K -3,846 -0.4%
AAM
49
Aberdeen Asset Management
United Kingdom
$10.4M -$686K -53,897 -6%
TD Asset Management
50
TD Asset Management
Ontario, Canada
$10.1M +$2.52M +198,400 +31%

NAVI Hedge Fund Activity: Q2 2016 in Review

377 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Navient (NAVI) for Q2 2016, worth a combined $3.65B — down 2.6% from $3.75B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new NAVI positions and 37 closed out — a net gain of 17 holders — while 121 added to existing stakes and 143 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $25.1M. The largest seller was Fidelity Investments, cutting an estimated $95.9M.

  • 377 institutional investors held Navient (NAVI) as of Q2 2016, up from 365 in Q1 2016.
  • Funds reported $3.65B of Navient stock for Q2 2016, down 2.6% quarter-over-quarter.
  • 54 funds opened new Navient positions in Q2 2016 and 37 closed out, a net change of +17 holders.
  • The largest Navient buyer in Q2 2016 was Dimensional Fund Advisors, an estimated $25.1M added.
  • The largest Navient seller in Q2 2016 was Fidelity Investments, an estimated $95.9M sold.

Based on aggregated 13F filings for Q2 2016.