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197 hedge funds and large institutions have $2B invested in Saia in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 71 increasing their positions, 84 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.09% more ownership

Funds ownership: 101.64%101.73% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 202197 (-5)

5% less capital invested

Capital invested by funds: $2.11B → $2B (-$115M)

15% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 84

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

98% less call options, than puts

Call options by funds: $30K | Put options by funds: $1.87M

Holders
197
Holders Change
-5
Holders Change %
-2.48%
% of All Funds
4.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
71
Reduced
84
Closed
19
Calls
$30K
Puts
$1.87M
Net Calls
-$1.84M
Net Calls Change
-$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$281M +$8.79M +112,912 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$197M +$46.1M +592,115 +30%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$113M -$19.5M -250,808 -14%
AllianceBernstein
4
AllianceBernstein
Tennessee
$94.1M +$19.8M +254,610 +26%
Jennison Associates
5
Jennison Associates
New York
$82.3M -$808K -10,385 -1%
Victory Capital Management
6
Victory Capital Management
Texas
$79.8M -$5.73M -73,601 -7%
Wells Fargo
7
Wells Fargo
California
$64.1M +$12M +154,668 +23%
State Street
8
State Street
Massachusetts
$61.7M +$2.25M +28,951 +4%
JP Morgan Chase
9
JP Morgan Chase
New York
$54.3M -$5.67M -72,801 -9%
Northern Trust
10
Northern Trust
Illinois
$52.5M -$10.6M -135,586 -16%
Goldman Sachs
11
Goldman Sachs
New York
$49M -$11M -141,900 -18%
RIM
12
Ranger Investment Management
Texas
$42.5M -$181K -2,321 -0.4%
VOYA Investment Management
13
VOYA Investment Management
Georgia
$39M +$8.79M +112,916 +28%
Macquarie Group
14
Macquarie Group
Australia
$37.4M -$444K -5,700 -1%
FCM
15
Frontier Capital Management
Massachusetts
$34.7M +$2.59M +33,274 +8%
Ameriprise
16
Ameriprise
Minnesota
$33.1M -$621K -7,982 -2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$32.1M -$566K -7,277 -2%
Franklin Resources
18
Franklin Resources
California
$29M +$4.16M +53,416 +16%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$28.4M -$2.83M -36,303 -9%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$21.1M +$1.79M +23,008 +9%
Norges Bank
21
Norges Bank
Norway
$20.8M -$2.76M -35,451 -12%
Principal Financial Group
22
Principal Financial Group
Iowa
$17.4M +$862K +11,080 +5%
CIP
23
Chartwell Investment Partners
Pennsylvania
$17.2M -$478K -6,138 -3%
WCM
24
Wedge Capital Management
North Carolina
$16.6M -$752K -9,661 -4%
Charles Schwab
25
Charles Schwab
California
$15.9M +$474K +6,090 +3%

SAIA Hedge Fund Activity: Q3 2018 in Review

197 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Saia (SAIA) for Q3 2018, worth a combined $2B — down 5.4% from $2.11B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of SAIA and 15 opened new positions — a net loss of 4 holders — while 84 trimmed existing stakes and 71 added.

The largest buyer was Vanguard Group, adding an estimated $46.1M. The largest seller was Dimensional Fund Advisors, cutting an estimated $19.5M.

  • 197 institutional investors held Saia (SAIA) as of Q3 2018, down from 202 in Q2 2018.
  • Funds reported $2B of Saia stock for Q3 2018, down 5.4% quarter-over-quarter.
  • 15 funds opened new Saia positions in Q3 2018 and 19 closed out, a net change of -4 holders.
  • The largest Saia buyer in Q3 2018 was Vanguard Group, an estimated $46.1M added.
  • The largest Saia seller in Q3 2018 was Dimensional Fund Advisors, an estimated $19.5M sold.

Based on aggregated 13F filings for Q3 2018.