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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.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

12% more funds holding

Funds holding: 191214 (+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: 32 (-1)

55% less call options, than puts

Call options by funds: $768K | Put options by funds: $1.71M

Holders
214
Holders Change
+23
Holders Change %
+12.04%
% of All Funds
4.9%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
40
Increased
67
Reduced
82
Closed
15
Calls
$768K
Puts
$1.71M
Net Calls
-$946K
Net Calls Change
-$1.86M
Name Holding Trade Value Shares
Change
Change in
Stake
CRC
176
Curi RMB Capital
Illinois
$200K +$198K +2,666 New
NA
177
Neuburgh Advisers
California
$195K +$19.6K +264 +11%
MCM
178
McKinley Capital Management
Alaska
$187K -$5.15M -69,216 -97%
AIP
179
Ameritas Investment Partners
Nebraska
$160K
Bessemer Group
180
Bessemer Group
New Jersey
$158K
MCIM
181
Meadow Creek Investment Management
Georgia
$142K +$14.3K +192 +11%
UBS Group
182
UBS Group
Switzerland
$128K -$39K -524 -23%
Simplex Trading
183
Simplex Trading
Illinois
$124K +$123K +1,656 New
Zurich Cantonal Bank
184
Zurich Cantonal Bank
Switzerland
$123K
SG Americas Securities
185
SG Americas Securities
New York
$123K +$122K +1,636 New
Ohio Public Employees Retirement System (OPERS)
186
Ohio Public Employees Retirement System (OPERS)
Ohio
$108K -$53.5K -720 -33%
SWP
187
Stratos Wealth Partners
Ohio
$105K +$104K +1,394 New
MAM
188
Meeder Asset Management
Ohio
$103K -$54.1K -728 -35%
CMBA
189
C.M. Bidwell & Associates
Hawaii
$83K -$139K -1,870 -63%
AG
190
Advisor Group
Arizona
$82K +$46.9K +631 +139%
JA
191
JOYN Advisors
Georgia
$81K +$79.9K +1,075 New
PNC Financial Services Group
192
PNC Financial Services Group
Pennsylvania
$79K +$37.6K +505 +93%
LIA
193
LS Investment Advisors
Michigan
$58K
VCM
194
Versant Capital Management
Arizona
$55K -$1.78K -24 -3%
OIA
195
OneDigital Investment Advisors
Kansas
$48K
SWA
196
Sutton Wealth Advisors
Florida
$41.9K
POIA
197
Pin Oak Investment Advisors
Texas
$41K
LTFS
198
Ladenburg Thalmann Financial Services
Florida
$21K +$7.51K +101 +58%
CAL
199
Capital Analysts LLC
Pennsylvania
$17K +$16.7K +225 New
Nisa Investment Advisors
200
Nisa Investment Advisors
Missouri
$16K

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.