We are live on ! Find out more
SCI icon

Service Corp International
SCI

247 hedge funds and large institutions have $3.16B invested in Service Corp International in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 97 increasing their positions, 84 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $7K | Put options by funds: $5K

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

15% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 84

0.28% more ownership

Funds ownership: 82.15% → 82.43% (+0.28%)

2% less capital invested

Capital invested by funds: $3.24B → $3.16B (-$74.4M)

2% less funds holding

Funds holding: 253 → 247 (-6)

14% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 37

Holders
247
Holders Change
-6
Holders Change %
-2.37%
% of All Funds
7.17%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
32
Increased
97
Reduced
84
Closed
37
Calls
$7K
Puts
$5K
Net Calls
+$2K
Net Calls Change
-$1.99M

Top Buyers

1
BIT
BlackRock Institutional Trust
California
+$34M
2
IAM
Iridian Asset Management
Connecticut
+$19.6M
3
HOAM
Halcyon Offshore Asset Management
New York
+$18.4M
4
U
UBS
Switzerland
+$17.2M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$16.1M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$60.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$30.7M
3
HCMT
Highland Capital Management (Texas)
Texas
-$21.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$20.7M
5
CII
CR Intrinsic Investors
Connecticut
-$16.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
OA
201
OFI Advisors
Pennsylvania
$337K +$64.1K +3,531 +23%
AG
202
Aperio Group
California
$323K -$342K -18,840 Closed
LIM
203
Leavell Investment Management
Alabama
$312K – – –
TI
204
Turner Investments
Pennsylvania
$311K +$6.63K +365 +2%
BMCMI
205
Bryn Mawr Capital Management Inc
Pennsylvania
$308K +$63.4K +3,490 +26%
BF
206
BOK Financial
Oklahoma
$305K +$20.3K +1,120 +7%
CA
207
Commerzbank Aktiengesellschaft
Germany
$300K +$17.9K +986 +6%
Tudor Investment Corp
208
Tudor Investment Corp
Connecticut
$300K +$301K +16,565 New
Thrivent Financial for Lutherans
209
Thrivent Financial for Lutherans
Minnesota
$297K – – –
Royal Bank of Canada
210
Royal Bank of Canada
Ontario, Canada
$293K -$1.27M -70,114 -81%
RHBC
211
R.H. Bluestein & Co
Michigan
$272K – – –
Bank of Montreal
212
Bank of Montreal
Ontario, Canada
$249K +$31.3K +1,726 +14%
Creative Planning
213
Creative Planning
Kansas
$224K +$145 +8 +0.1%
Canada Life
214
Canada Life
Manitoba, Canada
$217K +$216K +11,884 New
WTNA
215
Wilmington Trust National Association
Delaware
$200K +$201K +11,061 New
AWA
216
AmeriServ Wealth Advisors
Pennsylvania
$199K +$18.2K +1,000 +10%
Canada Pension Plan Investment Board
217
Canada Pension Plan Investment Board
Ontario, Canada
$199K +$94.4K +5,200 +90%
B
218
Barings
North Carolina
$196K -$554K -30,500 -74%
LPL Financial
219
LPL Financial
California
$190K -$19.2K -1,057 -9%
WCM
220
Wedge Capital Management
North Carolina
$189K -$33.1K -1,825 -15%
EMG
221
Ellington Management Group
Connecticut
$185K +$185K +10,200 New
HIMCH
222
Hartford Investment Management Co (HIMCO)
Connecticut
$182K +$183K +10,066 New
QT
223
Quantbot Technologies
New York
$155K -$45.4K -2,500 -23%
Teacher Retirement System of Texas
224
Teacher Retirement System of Texas
Texas
$143K -$358K -19,712 -71%
AAM
225
Advisors Asset Management
Colorado
$120K +$1.82K +100 +2%
7 8
9
10 11

SCI Hedge Fund Activity: Q4 2013 in Review

247 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Service Corp International (SCI) for Q4 2013, worth a combined $3.16B — down 2.3% from $3.24B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of SCI and 32 opened new positions — a net loss of 5 holders — while 84 trimmed existing stakes and 97 added.

The largest buyer was BlackRock Institutional Trust, adding an estimated $34M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, exiting entirely with an estimated $60.2M sold.

  • 247 institutional investors held Service Corp International (SCI) as of Q4 2013, down from 253 in Q3 2013.
  • Funds reported $3.16B of Service Corp International stock for Q4 2013, down 2.3% quarter-over-quarter.
  • 32 funds opened new Service Corp International positions in Q4 2013 and 37 closed out, a net change of -5 holders.
  • The largest Service Corp International buyer in Q4 2013 was BlackRock Institutional Trust, an estimated $34M added.
  • The largest Service Corp International seller in Q4 2013 was Barrow, Hanley, Mewhinney & Strauss, an estimated $60.2M sold.

Based on aggregated 13F filings for Q4 2013.