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310 hedge funds and large institutions have $4.24B invested in Sabre in 2021 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 104 increasing their positions, 108 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $287M | Put options by funds: $167M

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

2.71% more ownership

Funds ownership: 108.49%111.19% (+2.7%)

1% less capital invested

Capital invested by funds: $4.3B → $4.24B (-$55M)

4% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 108

6% less funds holding

Funds holding: 329310 (-19)

28% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 50

Holders
310
Holders Change
-19
Holders Change %
-5.78%
% of All Funds
5.43%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
36
Increased
104
Reduced
108
Closed
50
Calls
$287M
Puts
$167M
Net Calls
+$120M
Net Calls Change
-$23M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$355M +$3.29M +290,264 +1%
BlackRock
2
BlackRock
New York
$319M -$5.88M -518,837 -2%
Fundsmith LLP
3
Fundsmith LLP
United Kingdom
$238M +$51.2M +4,511,772 +29%
Invesco
4
Invesco
Georgia
$218M -$2.84M -250,705 -1%
AMH
5
Apollo Management Holdings
New York
$190M +$182M +16,050,240 New
EARNEST Partners
6
EARNEST Partners
Georgia
$189M +$2.11M +186,468 +1%
JP Morgan Chase
7
JP Morgan Chase
New York
$181M +$3.79M +334,170 +2%
PCM
8
PAR Capital Management
Massachusetts
$160M -$19.8M -1,748,590 -11%
OHA
9
Oak Hill Advisors
New York
$100M
State Street
10
State Street
Massachusetts
$96.4M +$1.45M +127,777 +2%
YCM
11
Yiheng Capital Management
California
$95.2M -$40.2M -3,542,053 -31%
CCM
12
Causeway Capital Management
California
$93.2M -$7.71M -680,011 -8%
PCC
13
Perry Creek Capital
New York
$90.9M
Fidelity Investments
14
Fidelity Investments
Massachusetts
$84.1M +$36M +3,176,416 +81%
Nomura Holdings
15
Nomura Holdings
Japan
$83M +$74.7M +6,588,119 +12,679%
KCM
16
Knighthead Capital Management
New York
$79.6M
USGIU
17
U.S. Global Investors (USGI)
Texas
$76.3M +$73.1M +6,448,315 New
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$69.2M +$3.96M +348,863 +6%
Teacher Retirement System of Texas
19
Teacher Retirement System of Texas
Texas
$60.7M +$90.8K +8,010 +0.2%
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$57.1M +$617K +54,380 +1%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$49.2M +$1.28M +112,673 +3%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$48.5M -$10M -883,459 -18%
MIP
23
Mondrian Investment Partners
United Kingdom
$48M +$3.33M +293,826 +8%
EAM
24
Erste Asset Management
Austria
$47.4M
Marshall Wace
25
Marshall Wace
United Kingdom
$44.1M -$6.97M -615,099 -14%

SABR Hedge Fund Activity: Q3 2021 in Review

310 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Sabre (SABR) for Q3 2021, worth a combined $4.24B — down 1.3% from $4.3B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of SABR and 36 opened new positions — a net loss of 14 holders — while 108 trimmed existing stakes and 104 added.

The largest buyer was Apollo Management Holdings, opening a new position worth an estimated $182M. The largest seller was Burgundy Asset Management, exiting entirely with an estimated $99.3M sold.

  • 310 institutional investors held Sabre (SABR) as of Q3 2021, down from 329 in Q2 2021.
  • Funds reported $4.24B of Sabre stock for Q3 2021, down 1.3% quarter-over-quarter.
  • 36 funds opened new Sabre positions in Q3 2021 and 50 closed out, a net change of -14 holders.
  • The largest Sabre buyer in Q3 2021 was Apollo Management Holdings, an estimated $182M added.
  • The largest Sabre seller in Q3 2021 was Burgundy Asset Management, an estimated $99.3M sold.

Based on aggregated 13F filings for Q3 2021.