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477 hedge funds and large institutions have $6.41B invested in Polaris in 2018 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 141 increasing their positions, 179 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $142M | Put options by funds: $90.7M

49% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 39

3% more funds holding

Funds holding: 462477 (+15)

2% more capital invested

Capital invested by funds: $6.3B → $6.41B (+$107M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

4.13% less ownership

Funds ownership: 87.29%83.16% (-4.1%)

21% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 179

Holders
477
Holders Change
+15
Holders Change %
+3.25%
% of All Funds
10.92%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
58
Increased
141
Reduced
179
Closed
39
Calls
$142M
Puts
$90.7M
Net Calls
+$51.1M
Net Calls Change
+$32.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
276
Steward Partners Investment Advisory
New York
$735K +$104K +891 +17%
ANI
277
American National Insurance
Texas
$733K
SNBOSD
278
Security National Bank of So Dak
Iowa
$730K -$3.51K -30 -0.5%
Toronto Dominion Bank
279
Toronto Dominion Bank
Ontario, Canada
$730K +$223K +1,902 +47%
NWM
280
Northwest Wealth Management
Iowa
$728K -$117 -1 -0%
PSUF
281
People's United Financial
Connecticut
$725K +$34.4K +294 +5%
SBA
282
Secrest Blakey & Associates
North Carolina
$709K
AG
283
Advisor Group
Arizona
$693K -$146K -1,252 -18%
VI
284
Versor Investments
New York
$688K
MIA
285
MainStreet Investment Advisors
Illinois
$672K +$53.3K +456 +9%
AF
286
AMG Funds
Connecticut
$668K -$616K -5,267 -49%
CCIA
287
Campbell & Co Investment Adviser
Maryland
$660K +$632K +5,400 New
KeyBank National Association
288
KeyBank National Association
Ohio
$659K -$56.3K -481 -8%
William Blair & Company
289
William Blair & Company
Illinois
$655K -$245K -2,094 -28%
RJT
290
Raymond James Trust
Florida
$654K -$148K -1,264 -19%
GI
291
GS Investments
Minnesota
$641K -$33.3K -285 -5%
LIA
292
LS Investment Advisors
Michigan
$628K +$6.79K +58 +1%
MPWT
293
MassMutual Private Wealth & Trust
Connecticut
$620K +$3.63K +31 +0.6%
AIM
294
Achmea Investment Management
Netherlands
$605K +$579K +4,952 New
PAG
295
Private Advisor Group
New Jersey
$596K +$185K +1,582 +49%
AP
296
Arlington Partners
Alabama
$574K
SRAM
297
Stone Ridge Asset Management
New York
$567K +$543K +4,639 New
SAM
298
Shell Asset Management
Netherlands
$563K +$169K +1,443 +46%
MML Investors Services
299
MML Investors Services
Massachusetts
$562K +$44.1K +377 +9%
B
300
Barings
North Carolina
$560K

PII Hedge Fund Activity: Q2 2018 in Review

477 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q2 2018, worth a combined $6.41B — up 1.7% from $6.3B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new PII positions and 39 closed out — a net gain of 19 holders — while 141 added to existing stakes and 179 trimmed.

The largest buyer was Vanguard Group, adding an estimated $29.5M. The largest seller was Janus Henderson Group, cutting an estimated $129M.

  • 477 institutional investors held Polaris (PII) as of Q2 2018, up from 462 in Q1 2018.
  • Funds reported $6.41B of Polaris stock for Q2 2018, up 1.7% quarter-over-quarter.
  • 58 funds opened new Polaris positions in Q2 2018 and 39 closed out, a net change of +19 holders.
  • The largest Polaris buyer in Q2 2018 was Vanguard Group, an estimated $29.5M added.
  • The largest Polaris seller in Q2 2018 was Janus Henderson Group, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2018.