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Saia
SAIA

227 hedge funds and large institutions have $3.39B invested in Saia in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 68 increasing their positions, 97 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

58% more call options, than puts

Call options by funds: $2.07M | Put options by funds: $1.31M

13% more capital invested

Capital invested by funds: $3.01B → $3.39B (+$378M)

7% more funds holding

Funds holding: 213 → 227 (+14)

1.12% less ownership

Funds ownership: 103.98% → 102.87% (-1.1%)

30% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 97

Holders
227
Holders Change
+14
Holders Change %
+6.57%
% of All Funds
4.58%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
33
Increased
68
Reduced
97
Closed
19
Calls
$2.07M
Puts
$1.31M
Net Calls
+$756K
Net Calls Change
+$3.81M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$63M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$32.1M
3
Victory Capital Management
Victory Capital Management
Texas
+$22M
4
Invesco
Invesco
Georgia
+$20.9M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$11.5M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$45.9M
2
FCM
Frontier Capital Management
Massachusetts
-$27.4M
3
Goldman Sachs
Goldman Sachs
New York
-$22M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$14.3M
5
SAM
Scopus Asset Management
New York
-$11.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
201
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.9K – – –
ST
202
Smithfield Trust
Pennsylvania
$16K +$15.9K +125 New
APA
203
American Portfolios Advisors
New York
$14.1K +$4.85K +38 +51%
Fidelity International
204
Fidelity International
Bermuda
$14K +$12.8K +100 +1,000%
Federated Hermes
205
Federated Hermes
Pennsylvania
$13K -$1.46M -11,462 -99%
FFA
206
Founders Financial Alliance
North Carolina
$13K +$12.4K +97 New
VFA
207
Valeo Financial Advisors
Indiana
$12K +$12.2K +96 New
QCG
208
Quadrant Capital Group
Ohio
$8K -$8.8K -69 -52%
PFGIA
209
Patriot Financial Group Insurance Agency
Massachusetts
$7K – – –
SPIA
210
Steward Partners Investment Advisory
New York
$7K – – –
PFBT
211
Parkside Financial Bank & Trust
Missouri
$6K -$255 -2 -4%
BCA
212
Berman Capital Advisors
Georgia
$4K – – –
PWMG
213
Prestige Wealth Management Group
New Jersey
$4K – – –
TFO
214
Tarbox Family Office
California
$4K – – –
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$4K +$2.04K +16 +89%
TFM
216
TFC Financial Management
Massachusetts
$4K +$3.7K +29 New
GAM
217
Gemmer Asset Management
California
$3K – – –
TWA
218
TCI Wealth Advisors
Arizona
$3K – – –
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$3K +$2.55K +20 New
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3.19K +25 New
HGWM
221
Harvest Group Wealth Management
Massachusetts
$2K – – –
S
222
SignatureFD
Georgia
$2K – – –
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$2K +$1.53K +12 New
BWA
224
BDO Wealth Advisors
Florida
$2K +$1.66K +13 New
Millennium Management
225
Millennium Management
New York
$1.5K -$2.45M -19,182 -62%
6 7 8
9
10

SAIA Hedge Fund Activity: Q3 2020 in Review

227 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Saia (SAIA) for Q3 2020, worth a combined $3.39B — up 13% from $3.01B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SAIA positions and 19 closed out — a net gain of 14 holders — while 68 added to existing stakes and 97 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $63M. The largest seller was Wellington Management Group, cutting an estimated $45.9M.

  • 227 institutional investors held Saia (SAIA) as of Q3 2020, up from 213 in Q2 2020.
  • Funds reported $3.39B of Saia stock for Q3 2020, up 13% quarter-over-quarter.
  • 33 funds opened new Saia positions in Q3 2020 and 19 closed out, a net change of +14 holders.
  • The largest Saia buyer in Q3 2020 was T. Rowe Price Associates, an estimated $63M added.
  • The largest Saia seller in Q3 2020 was Wellington Management Group, an estimated $45.9M sold.

Based on aggregated 13F filings for Q3 2020.