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152 hedge funds and large institutions have $756M invested in Saia in 2013 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 65 increasing their positions, 39 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

48,794% more call options, than puts

Call options by funds: $7.82M | Put options by funds: $16K

67% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 39

3% more capital invested

Capital invested by funds: $734M → $756M (+$22.4M)

7% less funds holding

Funds holding: 163152 (-11)

23% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 44

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
152
Holders Change
-11
Holders Change %
-6.75%
% of All Funds
4.41%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
34
Increased
65
Reduced
39
Closed
44
Calls
$7.82M
Puts
$16K
Net Calls
+$7.81M
Net Calls Change
+$4.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
26
Allianz Asset Management
Germany
$8.49M +$734K +22,460 +9%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$8.31M +$2.97M +90,993 +54%
RCMC
28
RK Capital Management (Colorado)
Colorado
$7.7M -$1.66M -50,700 -17%
Morgan Stanley
29
Morgan Stanley
New York
$7.03M +$544K +16,659 +8%
Franklin Resources
30
Franklin Resources
California
$6.88M
HW
31
Hancock Whitney
Mississippi
$6.8M +$68.9K +2,110 +1%
BPIM
32
Brant Point Investment Management
New York
$6.51M -$3.17M -96,900 -32%
Renaissance Technologies
33
Renaissance Technologies
New York
$5.94M -$3.29M -100,600 -35%
OSAM
34
O'Shaughnessy Asset Management
Connecticut
$5.91M -$656K -20,090 -10%
AQR Capital Management
35
AQR Capital Management
Connecticut
$5.59M -$2.65M -81,109 -32%
Prudential Financial
36
Prudential Financial
New Jersey
$5.3M +$864K +26,450 +19%
BCM
37
Bridgeway Capital Management
Texas
$5.12M -$1.86M -57,050 -26%
Diamond Hill Capital Management
38
Diamond Hill Capital Management
Ohio
$5.03M -$2.48M -75,804 -33%
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$4.92M -$2.23M -68,291 -31%
Principal Financial Group
40
Principal Financial Group
Iowa
$4.82M +$4.66M +142,542 +1,843%
PAM
41
Panagora Asset Management
Massachusetts
$4.53M -$204K -6,243 -4%
QBFM
42
QS Batterymarch Financial Management
New York
$4.3M -$242K -7,395 -5%
PPA
43
Parametric Portfolio Associates
Washington
$4.15M +$367K +11,227 +9%
OAM
44
Oxford Asset Management
United Kingdom
$3.9M +$387K +11,847 +11%
Geode Capital Management
45
Geode Capital Management
Massachusetts
$3.87M -$548K -16,775 -12%
Charles Schwab
46
Charles Schwab
California
$3.74M +$29.4K +900 +0.8%
Deutsche Bank
47
Deutsche Bank
Germany
$3.42M +$545K +16,679 +18%
TCIM
48
TIAA CREF Investment Management
New York
$3.38M -$191K -5,852 -5%
SAM
49
Shell Asset Management
Netherlands
$3.27M +$538K +16,467 +19%
Millennium Management
50
Millennium Management
New York
$3.13M +$2.38M +72,947 +293%

SAIA Hedge Fund Activity: Q4 2013 in Review

152 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Saia (SAIA) for Q4 2013, worth a combined $756M — up 3.1% from $734M a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of SAIA and 34 opened new positions — a net loss of 10 holders — while 39 trimmed existing stakes and 65 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $22.5M. The largest seller was ACK Asset Management, exiting entirely with an estimated $7.58M sold.

  • 152 institutional investors held Saia (SAIA) as of Q4 2013, down from 163 in Q3 2013.
  • Funds reported $756M of Saia stock for Q4 2013, up 3.1% quarter-over-quarter.
  • 34 funds opened new Saia positions in Q4 2013 and 44 closed out, a net change of -10 holders.
  • The largest Saia buyer in Q4 2013 was BlackRock Fund Advisors, an estimated $22.5M added.
  • The largest Saia seller in Q4 2013 was ACK Asset Management, an estimated $7.58M sold.

Based on aggregated 13F filings for Q4 2013.