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173 hedge funds and large institutions have $1.22B invested in Saia in 2014 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 84 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

466% more call options, than puts

Call options by funds: $3M | Put options by funds: $530K

15% more capital invested

Capital invested by funds: $1.06B → $1.22B (+$163M)

6% less funds holding

Funds holding: 185173 (-12)

38% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 84

40% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 30

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
173
Holders Change
-12
Holders Change %
-6.49%
% of All Funds
5.02%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
18
Increased
52
Reduced
84
Closed
30
Calls
$3M
Puts
$530K
Net Calls
+$2.47M
Net Calls Change
+$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM Investment Management
26
WCM Investment Management
California
$13.3M -$469K -9,864 -4%
RCMC
27
RK Capital Management (Colorado)
Colorado
$11.6M -$3.63M -76,395 -25%
BPIM
28
Brant Point Investment Management
New York
$11.4M -$1.87M -39,400 -15%
UBS AM
29
UBS AM
Illinois
$10.8M -$598K -12,579 -5%
HW
30
Hancock Whitney
Mississippi
$10.5M
CPIM
31
Columbia Partners Investment Management
Virginia
$9.81M +$9.41M +197,909 New
Wells Fargo
32
Wells Fargo
California
$9.78M +$8.38M +176,337 +840%
ACMM
33
Arbor Capital Management (Minnesota)
Minnesota
$8.6M +$651K +13,700 +9%
KCM
34
Kennedy Capital Management
Missouri
$8.45M -$149K -3,140 -2%
PC
35
Pier Capital
Connecticut
$7.79M -$108K -2,271 -1%
Principal Financial Group
36
Principal Financial Group
Iowa
$7.62M -$74.9K -1,576 -1%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$7.16M -$2.38K -50 -0%
American Century Companies
38
American Century Companies
Missouri
$6.95M -$448K -9,430 -6%
TI
39
Turner Investments
Pennsylvania
$6.92M -$1.56M -32,860 -19%
Geode Capital Management
40
Geode Capital Management
Massachusetts
$6.84M +$53.7K +1,129 +0.8%
DCM
41
Driehaus Capital Management
Illinois
$6.68M +$721K +15,164 +13%
Invesco
42
Invesco
Georgia
$6.61M -$769K -16,180 -11%
Millennium Management
43
Millennium Management
New York
$6.49M -$1.11M -23,255 -15%
Ameriprise
44
Ameriprise
Minnesota
$6.19M +$1.02M +21,448 +21%
ACM
45
Apex Capital Management
Ohio
$6.01M +$1.99M +41,931 +53%
LSV Asset Management
46
LSV Asset Management
Illinois
$5.74M -$11.4M -239,650 -67%
Prudential Financial
47
Prudential Financial
New Jersey
$5.72M -$190K -3,991 -3%
MOACM
48
Mutual of America Capital Management
New York
$5.38M +$675K +14,200 +15%
PPA
49
Parametric Portfolio Associates
Washington
$5.34M -$57.3K -1,206 -1%
TCIM
50
TIAA CREF Investment Management
New York
$5.09M -$101K -2,121 -2%

SAIA Hedge Fund Activity: Q3 2014 in Review

173 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Saia (SAIA) for Q3 2014, worth a combined $1.22B — up 15% from $1.06B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of SAIA and 18 opened new positions — a net loss of 12 holders — while 84 trimmed existing stakes and 52 added.

The largest buyer was Fidelity Investments, adding an estimated $46.7M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $26.2M.

  • 173 institutional investors held Saia (SAIA) as of Q3 2014, down from 185 in Q2 2014.
  • Funds reported $1.22B of Saia stock for Q3 2014, up 15% quarter-over-quarter.
  • 18 funds opened new Saia positions in Q3 2014 and 30 closed out, a net change of -12 holders.
  • The largest Saia buyer in Q3 2014 was Fidelity Investments, an estimated $46.7M added.
  • The largest Saia seller in Q3 2014 was ArrowMark Colorado Holdings, an estimated $26.2M sold.

Based on aggregated 13F filings for Q3 2014.