Saia
SAIA
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.
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: 185 → 173 (-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: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$46.7M |
| 2 |
SCM
Sirios Capital Management
Boston,
Massachusetts
|
+$29.3M |
| 3 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
+$26M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
+$18.8M |
| 5 |
O
OppenheimerFunds
New York
|
+$13.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$26.2M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$11.4M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$11.2M |
| 4 |
SAM
Scopus Asset Management
New York
|
-$10.3M |
| 5 |
RIM
Ranger Investment Management
Dallas,
Texas
|
-$6.71M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Bessemer Group
Woodbridge,
New Jersey
| – | -$2K | -42 | Closed |
|
|
LTFS
202
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$1K | -12 | Closed |
|
|
BRWA
203
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$324 | -7 | Closed |
|
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.