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207 hedge funds and large institutions have $2.57B invested in Saia in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 69 increasing their positions, 67 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 17

43% more capital invested

Capital invested by funds: $1.79B → $2.57B (+$776M)

15% more funds holding

Funds holding: 180207 (+27)

3% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 67

1.31% less ownership

Funds ownership: 106.99%105.68% (-1.3%)

19% less call options, than puts

Call options by funds: $1.49M | Put options by funds: $1.85M

Holders
207
Holders Change
+27
Holders Change %
+15%
% of All Funds
4.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
45
Increased
69
Reduced
67
Closed
17
Calls
$1.49M
Puts
$1.85M
Net Calls
-$356K
Net Calls Change
-$356K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
Meridian Wealth Management
Kentucky
$329K +$278K +3,508 New
RJFSA
152
Raymond James Financial Services Advisors
Florida
$321K -$23.6K -298 -8%
ECM
153
Everence Capital Management
Indiana
$321K
CIBC Asset Management
154
CIBC Asset Management
Ontario, Canada
$306K
Alyeska Investment Group
155
Alyeska Investment Group
Illinois
$302K +$256K +3,227 New
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$299K +$8.33K +105 +3%
AP
157
Atwood & Palmer
Missouri
$281K
SEC
158
Seven Eight Capital
New York
$281K +$238K +3,000 New
YMRC
159
Yorktown Management & Research Company
Virginia
$281K +$238K +3,000 New
AP
160
Advisor Partners
California
$279K +$236K +2,979 New
MFG
161
Magnus Financial Group
New York
$276K +$234K +2,948 New
CSS
162
Cubist Systematic Strategies
Connecticut
$268K -$136K -1,718 -38%
QT
163
Quantamental Technologies
New York
$266K +$225K +2,838 New
Jacobs Levy Equity Management
164
Jacobs Levy Equity Management
New Jersey
$248K -$468K -5,900 -69%
WS
165
Wedbush Securities
California
$241K -$73.6K -928 -27%
SCM
166
Shelton Capital Management
Colorado
$237K +$200K +2,527 New
VCA
167
Verdence Capital Advisors
Maryland
$231K +$195K +2,460 New
SRAM
168
Stone Ridge Asset Management
New York
$228K +$193K +2,434 New
JG
169
Jefferies Group
New York
$220K +$187K +2,352 New
PP
170
Paloma Partners
Connecticut
$217K +$184K +2,322 New
ACM
171
AlphaCrest Capital Management
New York
$216K -$539K -6,800 -75%
FCBT
172
First Citizens Bank & Trust
North Carolina
$205K +$174K +2,191 New
CGH
173
Crossmark Global Holdings
Texas
$202K +$171K +2,160 New
AIP
174
Ameritas Investment Partners
Nebraska
$199K
QT
175
Quantbot Technologies
New York
$185K +$157K +1,984 New

SAIA Hedge Fund Activity: Q3 2019 in Review

207 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Saia (SAIA) for Q3 2019, worth a combined $2.57B — up 43% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SAIA positions and 17 closed out — a net gain of 28 holders — while 69 added to existing stakes and 67 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $22.5M. The largest seller was Scopus Asset Management, cutting an estimated $31.3M.

  • 207 institutional investors held Saia (SAIA) as of Q3 2019, up from 180 in Q2 2019.
  • Funds reported $2.57B of Saia stock for Q3 2019, up 43% quarter-over-quarter.
  • 45 funds opened new Saia positions in Q3 2019 and 17 closed out, a net change of +28 holders.
  • The largest Saia buyer in Q3 2019 was Thrivent Financial for Lutherans, an estimated $22.5M added.
  • The largest Saia seller in Q3 2019 was Scopus Asset Management, an estimated $31.3M sold.

Based on aggregated 13F filings for Q3 2019.