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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
BlackRock
1
BlackRock
New York
$288M +$21.5M +278,613 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$161M +$42.3M +547,998 +38%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$140M -$15.6M -201,789 -10%
Victory Capital Management
4
Victory Capital Management
Texas
$90.3M -$8.55M -110,838 -9%
Jennison Associates
5
Jennison Associates
New York
$87.9M +$33M +427,842 +65%
AllianceBernstein
6
AllianceBernstein
Tennessee
$78.9M +$4.09M +52,983 +6%
Northern Trust
7
Northern Trust
Illinois
$66.5M +$3.32M +43,050 +6%
JP Morgan Chase
8
JP Morgan Chase
New York
$63.3M +$18.1M +235,068 +43%
Goldman Sachs
9
Goldman Sachs
New York
$63.3M -$1.59M -20,586 -3%
State Street
10
State Street
Massachusetts
$62.9M +$4.89M +63,327 +9%
Wells Fargo
11
Wells Fargo
California
$55.2M +$22.6M +293,154 +75%
RIM
12
Ranger Investment Management
Texas
$45.1M -$12.3M -160,032 -22%
Macquarie Group
13
Macquarie Group
Australia
$40M -$5.14M -66,602 -12%
Ameriprise
14
Ameriprise
Minnesota
$35.6M +$548K +7,104 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$34.5M -$916K -11,868 -3%
FCM
16
Frontier Capital Management
Massachusetts
$34M -$1.11M -14,425 -3%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$32.9M -$710K -9,200 -2%
VOYA Investment Management
18
VOYA Investment Management
Georgia
$32.1M -$9.42M -122,040 -24%
Franklin Resources
19
Franklin Resources
California
$26.4M -$3.26M -42,269 -11%
Norges Bank
20
Norges Bank
Norway
$24.8M -$4M -51,887 -14%
Stifel Financial
21
Stifel Financial
Missouri
$22M +$637K +8,251 +3%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$20.5M +$1.45M +18,786 +8%
RI
23
Redwood Investments
Massachusetts
$20M -$5.53M -71,680 -22%
CIP
24
Chartwell Investment Partners
Pennsylvania
$18.6M -$5.71M -73,957 -24%
WCM
25
Wedge Capital Management
North Carolina
$18.4M -$1.1M -14,213 -6%

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.