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SFG

STANCORP FINL GRP
SFG

Delisted

SFG was delisted on the 7th of March, 2016.

199 hedge funds and large institutions have $2.34B invested in STANCORP FINL GRP in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 65 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $1.98B → $2.34B (+$362M)

1% less funds holding

Funds holding: 201199 (-2)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

26% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 88

35% less call options, than puts

Call options by funds: $901K | Put options by funds: $1.39M

Holders
199
Holders Change
-2
Holders Change %
-1%
% of All Funds
5.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
65
Reduced
88
Closed
20
Calls
$901K
Puts
$1.39M
Net Calls
-$484K
Net Calls Change
+$21K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$232M -$15.6M -253,019 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$207M +$11M +178,738 +6%
Franklin Resources
3
Franklin Resources
California
$167M -$2.72M -44,200 -2%
Invesco
4
Invesco
Georgia
$160M +$27.8M +451,271 +23%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$129M +$3.53M +57,328 +3%
SB
6
Suntrust Banks
Georgia
$124M -$6.54M -106,130 -5%
RIM
7
RS Investment Management
California
$115M -$25.8M -419,010 -20%
LSV Asset Management
8
LSV Asset Management
Illinois
$112M -$5.56M -90,160 -5%
State Street
9
State Street
Massachusetts
$92.6M -$1.05M -17,053 -1%
Principal Financial Group
10
Principal Financial Group
Iowa
$91.4M +$74.1M +1,202,407 +677%
BFA
11
BlackRock Fund Advisors
California
$81.5M +$6.49M +105,223 +9%
BIT
12
BlackRock Institutional Trust
California
$77.5M +$2.86M +46,425 +4%
NSCM
13
New South Capital Management
Tennessee
$63.7M +$2.08M +33,689 +4%
Northern Trust
14
Northern Trust
Illinois
$46.5M -$188K -3,048 -0.4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$31.1M -$2.58M -41,828 -8%
Victory Capital Management
16
Victory Capital Management
Texas
$26.1M -$11.5M -186,304 -32%
Norges Bank
17
Norges Bank
Norway
$25.4M
Macquarie Group
18
Macquarie Group
Australia
$22M +$856K +13,888 +4%
Goldman Sachs
19
Goldman Sachs
New York
$19.5M +$360K +5,844 +2%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$18.7M -$1.03M -16,700 -6%
Deutsche Bank
21
Deutsche Bank
Germany
$15.3M +$5.41M +87,767 +61%
JP Morgan Chase
22
JP Morgan Chase
New York
$15.2M +$647K +10,504 +5%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$14.7M +$2.62M +42,477 +24%
Ameriprise
24
Ameriprise
Minnesota
$14.4M -$751K -12,179 -5%
Fuller & Thaler Asset Management
25
Fuller & Thaler Asset Management
California
$13.9M +$1.55M +25,167 +14%

SFG Hedge Fund Activity: Q4 2013 in Review

199 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in STANCORP FINL GRP (SFG) for Q4 2013, worth a combined $2.34B — up 18% from $1.98B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SFG and 19 opened new positions — a net loss of 1 holder — while 88 trimmed existing stakes and 65 added.

The largest buyer was Principal Financial Group, adding an estimated $74.1M. The largest seller was RS Investment Management, cutting an estimated $25.8M.

  • 199 institutional investors held STANCORP FINL GRP (SFG) as of Q4 2013, down from 201 in Q3 2013.
  • Funds reported $2.34B of STANCORP FINL GRP stock for Q4 2013, up 18% quarter-over-quarter.
  • 19 funds opened new STANCORP FINL GRP positions in Q4 2013 and 20 closed out, a net change of -1 holder.
  • The largest STANCORP FINL GRP buyer in Q4 2013 was Principal Financial Group, an estimated $74.1M added.
  • The largest STANCORP FINL GRP seller in Q4 2013 was RS Investment Management, an estimated $25.8M sold.

Based on aggregated 13F filings for Q4 2013.