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202 hedge funds and large institutions have $2.11B invested in Saia in 2018 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 76 increasing their positions, 72 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $1.95B → $2.11B (+$162M)

6% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 72

0.63% more ownership

Funds ownership: 101.01%101.64% (+0.63%)

0% more call options, than puts

Call options by funds: $2.17M | Put options by funds: $2.16M

6% less funds holding

Funds holding: 214202 (-12)

39% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 28

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
202
Holders Change
-12
Holders Change %
-5.61%
% of All Funds
4.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
76
Reduced
72
Closed
28
Calls
$2.17M
Puts
$2.16M
Net Calls
+$9K
Net Calls Change
+$955K
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
176
BNP Paribas Financial Markets
France
$111K -$536K -6,944 -84%
Zurich Cantonal Bank
177
Zurich Cantonal Bank
Switzerland
$110K -$21.4K -277 -17%
Ohio Public Employees Retirement System (OPERS)
178
Ohio Public Employees Retirement System (OPERS)
Ohio
$108K -$8.18K -106 -7%
CMBA
179
C.M. Bidwell & Associates
Hawaii
$91K +$1.93K +25 +2%
LIA
180
LS Investment Advisors
Michigan
$62K
VCM
181
Versant Capital Management
Arizona
$60K
OIA
182
OneDigital Investment Advisors
Kansas
$52K
SWA
183
Sutton Wealth Advisors
Florida
$45K
AG
184
Advisor Group
Arizona
$32K -$52.7K -683 -63%
JA
185
JOYN Advisors
Georgia
$26K -$57.7K -748 -70%
LTFS
186
Ladenburg Thalmann Financial Services
Florida
$21K
Nisa Investment Advisors
187
Nisa Investment Advisors
Missouri
$17K
POIA
188
Pin Oak Investment Advisors
Texas
$15K -$27K -350 -65%
Envestnet Asset Management
189
Envestnet Asset Management
Illinois
$11K
PA
190
Parallel Advisors
California
$11K
PG
191
Patten Group
Tennessee
$11K +$10.7K +139 New
MOACM
192
Mutual of America Capital Management
New York
$8K +$7.25K +94 New
WAM
193
Wealthspire Advisors (Maryland)
Maryland
$7K
SPIA
194
Steward Partners Investment Advisory
New York
$5K
LFA
195
Legacy Financial Advisors
Kentucky
$4K
QCG
196
Quadrant Capital Group
Ohio
$4K
YWP
197
YorkBridge Wealth Partners
New York
$4K
MPWT
198
MassMutual Private Wealth & Trust
Connecticut
$1.78K +$1.7K +22 New
CAW
199
Cornerstone Advisors (Washington)
Washington
$1K
PFBT
200
Parkside Financial Bank & Trust
Missouri
$1K

SAIA Hedge Fund Activity: Q2 2018 in Review

202 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Saia (SAIA) for Q2 2018, worth a combined $2.11B — up 8.3% from $1.95B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of SAIA and 17 opened new positions — a net loss of 11 holders — while 72 trimmed existing stakes and 76 added.

The largest buyer was Vanguard Group, adding an estimated $42.3M. The largest seller was Scopus Asset Management, exiting entirely with an estimated $33.6M sold.

  • 202 institutional investors held Saia (SAIA) as of Q2 2018, down from 214 in Q1 2018.
  • Funds reported $2.11B of Saia stock for Q2 2018, up 8.3% quarter-over-quarter.
  • 17 funds opened new Saia positions in Q2 2018 and 28 closed out, a net change of -11 holders.
  • The largest Saia buyer in Q2 2018 was Vanguard Group, an estimated $42.3M added.
  • The largest Saia seller in Q2 2018 was Scopus Asset Management, an estimated $33.6M sold.

Based on aggregated 13F filings for Q2 2018.