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Polaris
PII

427 hedge funds and large institutions have $7.25B invested in Polaris in 2014 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 174 increasing their positions, 153 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 153

5.32% more ownership

Funds ownership: 73.45% → 78.77% (+5.3%)

0% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 51

1% less funds holding

Funds holding: 431 → 427 (-4)

2% less capital invested

Capital invested by funds: $7.42B → $7.25B (-$177M)

9% less call options, than puts

Call options by funds: $63.7M | Put options by funds: $70.3M

27% less funds holding in top 10

Funds holding in top 10: 11 → 8 (-3)

Holders
427
Holders Change
-4
Holders Change %
-0.93%
% of All Funds
12.33%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.23%
New
51
Increased
174
Reduced
153
Closed
51
Calls
$63.7M
Puts
$70.3M
Net Calls
-$6.58M
Net Calls Change
+$48.3M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$57.3M
2
DCM
Discovery Capital Management
Connecticut
+$56.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$53M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$36.9M
5
American Century Companies
American Century Companies
Missouri
+$36.1M

Top Sellers

1
WHG
Westwood Holdings Group
Texas
-$64.6M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$47.9M
3
WCM
Wedge Capital Management
North Carolina
-$47.7M
4
Prudential Financial
Prudential Financial
New Jersey
-$43.6M
5
Axa
Axa
France
-$40.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Zurich Cantonal Bank
301
Zurich Cantonal Bank
Switzerland
$583K +$69.1K +512 +14%
AA
302
ALPS Advisors
Colorado
$577K +$32.8K +243 +6%
NIA
303
Northstar Investment Advisors
Colorado
$567K -$13.5K -100 -2%
DekaBank Deutsche Girozentrale
304
DekaBank Deutsche Girozentrale
Germany
$566K +$479K +3,553 +711%
FP
305
Foundry Partners
Minnesota
$562K -$16.9K -125 -3%
GF
306
Gabelli Funds
New York
$559K -$67.5K -500 -11%
FHB
307
First Hawaiian Bank
Hawaii
$559K – – –
OA
308
OFI Advisors
Pennsylvania
$559K +$69.1K +512 +15%
ACM
309
Aviance Capital Management
Florida
$556K +$537K +3,979 New
FNBOH
310
First National Bank of Hutchinson
Kansas
$546K +$528K +3,911 New
Citadel Advisors
311
Citadel Advisors
Florida
$543K -$5.05M -37,417 -91%
GI
312
GAMCO Investors
Connecticut
$531K – – –
WTNA
313
Wilmington Trust National Association
Delaware
$529K -$332K -2,464 -39%
BUB
314
BBVA USA Bancshares
Texas
$516K +$22.5K +167 +5%
Creative Planning
315
Creative Planning
Kansas
$505K +$197K +1,462 +68%
Bank of Montreal
316
Bank of Montreal
Ontario, Canada
$501K -$2.72M -20,136 -85%
PAI
317
Pittenger & Anderson Inc
Nebraska
$497K +$195K +1,445 +68%
PFM
318
Parsec Financial Management
North Carolina
$488K -$5.4K -40 -1%
BG
319
Bahl & Gaynor
Ohio
$486K -$4.72K -35 -1%
CIBC Asset Management
320
CIBC Asset Management
Ontario, Canada
$470K +$48.4K +359 +12%
CA
321
Cetera Advisors
Colorado
$467K +$944 +7 +0.2%
V
322
Veritable
Delaware
$460K +$17.8K +132 +4%
LTFS
323
Ladenburg Thalmann Financial Services
Florida
$451K -$15.9K -118 -4%
VKH
324
Virtu KCG Holdings
New York
$448K -$703K -5,211 -62%
TMAM
325
Tokio Marine Asset Management
Japan
$434K – – –
11 12
13
14 15

PII Hedge Fund Activity: Q1 2014 in Review

427 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Polaris (PII) for Q1 2014, worth a combined $7.25B — down 2.4% from $7.42B a quarter earlier.

Fund positioning in PII was balanced in Q1 2014: 51 funds opened new positions, 51 closed out, 174 added to existing stakes and 153 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $57.3M. The largest seller was Westwood Holdings Group, exiting entirely with an estimated $64.6M sold.

  • 427 institutional investors held Polaris (PII) as of Q1 2014, down from 431 in Q4 2013.
  • Funds reported $7.25B of Polaris stock for Q1 2014, down 2.4% quarter-over-quarter.
  • 51 funds opened new Polaris positions in Q1 2014 and 51 closed out, a net change of 0 holders.
  • The largest Polaris buyer in Q1 2014 was AllianceBernstein, an estimated $57.3M added.
  • The largest Polaris seller in Q1 2014 was Westwood Holdings Group, an estimated $64.6M sold.

Based on aggregated 13F filings for Q1 2014.