Saia
SAIA
214 hedge funds and large institutions have $1.95B invested in Saia in 2018 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 82 reducing their positions, and 15 closing their positions.
167% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 15
12% more funds holding
Funds holding: 191 → 214 (+23)
8% more capital invested
Capital invested by funds: $1.81B → $1.95B (+$137M)
0.53% more ownership
Funds ownership: 100.48% → 101.01% (+0.53%)
18% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 82
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
55% less call options, than puts
Call options by funds: $768K | Put options by funds: $1.71M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$28.4M |
| 2 |
Jennison Associates
New York
|
+$24.7M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$24.2M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
+$18.3M |
| 5 |
ORI
Oak Ridge Investments
Chicago,
Illinois
|
+$17.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$60.4M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$19.6M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$18.8M |
| 4 |
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
-$10.3M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$9.18M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CG
226
Cutler Group
San Francisco,
California
| – | -$3.79K | -51 | -89% |
|
227
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2K | -33 | Closed |
|
228
AssetMark Inc
Concord,
California
| – | -$1K | -18 | Closed |
|
|
STA
229
Summit Trail Advisors
New York
| – | -$1K | -16 | Closed |
|
SAIA Hedge Fund Activity: Q1 2018 in Review
214 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Saia (SAIA) for Q1 2018, worth a combined $1.95B — up 7.5% from $1.81B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SAIA positions and 15 closed out — a net gain of 25 holders — while 67 added to existing stakes and 82 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $28.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $60.4M.
- 214 institutional investors held Saia (SAIA) as of Q1 2018, up from 191 in Q4 2017.
- Funds reported $1.95B of Saia stock for Q1 2018, up 7.5% quarter-over-quarter.
- 40 funds opened new Saia positions in Q1 2018 and 15 closed out, a net change of +25 holders.
- The largest Saia buyer in Q1 2018 was AllianceBernstein, an estimated $28.4M added.
- The largest Saia seller in Q1 2018 was T. Rowe Price Associates, an estimated $60.4M sold.
Based on aggregated 13F filings for Q1 2018.