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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
BlackRock
1
BlackRock
New York
$247M +$1.91M +25,749 +0.8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$146M -$9.18M -123,521 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$108M +$3.16M +42,481 +3%
Victory Capital Management
4
Victory Capital Management
Texas
$92.3M +$15.7M +210,732 +21%
AllianceBernstein
5
AllianceBernstein
Tennessee
$69.4M +$28.4M +381,450 +70%
Goldman Sachs
6
Goldman Sachs
New York
$60.4M +$2.11M +28,398 +4%
Northern Trust
7
Northern Trust
Illinois
$58.6M +$296K +3,985 +0.5%
RIM
8
Ranger Investment Management
Texas
$54M -$784K -10,540 -1%
State Street
9
State Street
Massachusetts
$53.7M -$79.4K -1,068 -0.1%
Jennison Associates
10
Jennison Associates
New York
$49.6M +$24.7M +332,457 +102%
Macquarie Group
11
Macquarie Group
Australia
$42.2M -$19K -256 -0%
JP Morgan Chase
12
JP Morgan Chase
New York
$41.2M +$10.1M +135,312 +33%
VOYA Investment Management
13
VOYA Investment Management
Georgia
$39M +$9.82M +132,056 +34%
SAM
14
Scopus Asset Management
New York
$33.6M +$14.3M +191,709 +75%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$32.9M +$6.74M +90,579 +26%
FCM
16
Frontier Capital Management
Massachusetts
$32.7M +$1.64M +22,011 +5%
Ameriprise
17
Ameriprise
Minnesota
$32.6M +$10.7M +143,359 +49%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$31.3M -$884K -11,888 -3%
Wells Fargo
19
Wells Fargo
California
$29.3M +$24.2M +325,654 +505%
Franklin Resources
20
Franklin Resources
California
$27.7M -$19.6M -264,041 -42%
Norges Bank
21
Norges Bank
Norway
$27M -$5.81M -78,153 -18%
RI
22
Redwood Investments
Massachusetts
$24M +$2.64M +35,527 +13%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$22.9M -$60.4M -812,324 -73%
CIP
24
Chartwell Investment Partners
Pennsylvania
$22.9M +$1.11M +14,915 +5%
WRF
25
Waddell & Reed Financial
Kansas
$21.8M -$5.27M -70,920 -20%

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.