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Scansource

130 hedge funds and large institutions have $1.09B invested in Scansource in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 44 increasing their positions, 53 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 137130 (-7)

8% less capital invested

Capital invested by funds: $1.18B → $1.09B (-$98.6M)

17% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 53

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

78% less call options, than puts

Call options by funds: $126K | Put options by funds: $560K

Holders
130
Holders Change
-7
Holders Change %
-5.11%
% of All Funds
3.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
44
Reduced
53
Closed
13
Calls
$126K
Puts
$560K
Net Calls
-$434K
Net Calls Change
-$434K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$109M
RA
2
Royce & Associates
New York
$102M -$8.28M -208,666 -7%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$90.3M +$13.7M +344,672 +17%
Vanguard Group
4
Vanguard Group
Pennsylvania
$77.2M +$2.12M +53,400 +3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$76.4M +$115K +2,904 +0.1%
FMI
6
Fiduciary Management Inc
Wisconsin
$67.1M -$1.15M -28,911 -2%
BFA
7
BlackRock Fund Advisors
California
$62M -$1.12M -28,292 -2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$54.1M +$2.81M +70,856 +5%
FPA
9
First Pacific Advisors
California
$43.8M
LCP
10
Lombardia Capital Partners
California
$30.1M -$1.51M -37,909 -5%
QI
11
QV Investors
Alberta, Canada
$27.6M -$1.87M -47,100 -6%
BIT
12
BlackRock Institutional Trust
California
$26M -$1.99M -50,113 -7%
ACM
13
Atlanta Capital Management
Georgia
$21.7M +$80.6K +2,031 +0.4%
State Street
14
State Street
Massachusetts
$20.9M +$239K +6,020 +1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$18.5M -$2.67M -67,303 -12%
Northern Trust
16
Northern Trust
Illinois
$16.5M +$892K +22,460 +5%
GT
17
Glenmede Trust
Pennsylvania
$14.7M +$892K +22,457 +6%
KG
18
Killen Group
Pennsylvania
$13.7M -$685K -17,265 -5%
Norges Bank
19
Norges Bank
Norway
$11.8M
BGIM
20
Brandywine Global Investment Management
Pennsylvania
$10.3M -$768K -19,348 -7%
USAA
21
United Services Automobile Association
Texas
$10M +$139K +3,500 +1%
KCM
22
Kennedy Capital Management
Missouri
$9.53M -$541K -13,636 -5%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$8.69M -$203K -5,107 -2%
NEI
24
Northwest & Ethical Investments
Ontario, Canada
$8.38M
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$7.25M +$953K +23,993 +14%

SCSC Hedge Fund Activity: Q2 2015 in Review

130 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Scansource (SCSC) for Q2 2015, worth a combined $1.09B — down 8.3% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SCSC and 6 opened new positions — a net loss of 7 holders — while 53 trimmed existing stakes and 44 added.

The largest buyer was Bank of New York Mellon, adding an estimated $13.7M. The largest seller was Deutsche Bank, cutting an estimated $14.4M.

  • 130 institutional investors held Scansource (SCSC) as of Q2 2015, down from 137 in Q1 2015.
  • Funds reported $1.09B of Scansource stock for Q2 2015, down 8.3% quarter-over-quarter.
  • 6 funds opened new Scansource positions in Q2 2015 and 13 closed out, a net change of -7 holders.
  • The largest Scansource buyer in Q2 2015 was Bank of New York Mellon, an estimated $13.7M added.
  • The largest Scansource seller in Q2 2015 was Deutsche Bank, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2015.