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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
Envestnet Asset Management
201
Envestnet Asset Management
Illinois
$11K
PA
202
Parallel Advisors
California
$10K -$149 -2 -1%
WAM
203
Wealthspire Advisors (Maryland)
Maryland
$6K
SPIA
204
Steward Partners Investment Advisory
New York
$4K
YWP
205
YorkBridge Wealth Partners
New York
$4K
LFA
206
Legacy Financial Advisors
Kentucky
$4K +$2.38K +32 +123%
QCG
207
Quadrant Capital Group
Ohio
$3K
IWM
208
IHT Wealth Management
Illinois
$2K
PHK
209
Point72 Hong Kong
Hong Kong
$2K +$1.78K +24 New
PFBT
210
Parkside Financial Bank & Trust
Missouri
$1K +$372 +5 +42%
CAW
211
Cornerstone Advisors (Washington)
Washington
$1K +$595 +8 New
SFM
212
Signet Financial Management
New Jersey
$1K +$892 +12 New
WWMSC
213
Wagner Wealth Management (South Carolina)
South Carolina
$1K +$967 +13 New
Lord, Abbett & Co
214
Lord, Abbett & Co
New Jersey
-$7.48M -105,691 Closed
MC
215
Menta Capital
California
-$1.9M -26,782 Closed
Allianz Asset Management
216
Allianz Asset Management
Germany
-$1.25M -17,632 Closed
SM
217
Southport Management
Wyoming
-$708K -10,000 Closed
OSAM
218
O'Shaughnessy Asset Management
Connecticut
-$658K -9,299 Closed
GCP
219
GSA Capital Partners
United Kingdom
-$475K -6,714 Closed
JFG
220
Jefferies Financial Group
New York
-$277K -3,920 Closed
Parallax Volatility Advisers
221
Parallax Volatility Advisers
California
-$273K -3,864 Closed
Susquehanna International Group
222
Susquehanna International Group
Pennsylvania
-$260K -3,498 Closed
Wolverine Trading
223
Wolverine Trading
Illinois
-$238K -3,196 Closed
HNB
224
Huntington National Bank
Ohio
-$48K -673 Closed
DCM
225
Delpha Capital Management
New York
-$22K -310 Closed

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.