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SFG

STANCORP FINL GRP
SFG

Delisted

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

224 hedge funds and large institutions have $3.68B invested in STANCORP FINL GRP in 2015 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 58 increasing their positions, 63 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more funds holding in top 10

Funds holding in top 10: 16 (+5)

85% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 40

50% more capital invested

Capital invested by funds: $2.45B → $3.68B (+$1.22B)

17% more funds holding

Funds holding: 191224 (+33)

1% less call options, than puts

Call options by funds: $1.88M | Put options by funds: $1.9M

8% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 63

Holders
224
Holders Change
+33
Holders Change %
+17.28%
% of All Funds
6.25%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.17%
New
74
Increased
58
Reduced
63
Closed
40
Calls
$1.88M
Puts
$1.9M
Net Calls
-$21K
Net Calls Change
+$297K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$346M +$4.35M +41,519 +1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$280M -$2.18M -20,820 -0.8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$260M +$20.1M +191,723 +9%
Invesco
4
Invesco
Georgia
$193M -$58.6M -559,431 -25%
BFA
5
BlackRock Fund Advisors
California
$154M +$885K +8,456 +0.6%
BIT
6
BlackRock Institutional Trust
California
$137M +$2.85M +27,194 +2%
JP Morgan Chase
7
JP Morgan Chase
New York
$135M +$108M +1,031,347 +665%
State Street
8
State Street
Massachusetts
$126M -$14.6M -139,373 -11%
Franklin Resources
9
Franklin Resources
California
$102M -$139M -1,325,685 -60%
Morgan Stanley
10
Morgan Stanley
New York
$102M +$87.6M +836,582 +1,482%
LSV Asset Management
11
LSV Asset Management
Illinois
$94.4M -$64.7M -617,780 -43%
CC
12
Carlson Capital
Texas
$91.9M +$84.2M +804,500 New
AllianceBernstein
13
AllianceBernstein
Tennessee
$81.4M -$57.3M -547,590 -43%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$78.2M +$12.7K +121 +0%
Adage Capital Partners
15
Adage Capital Partners
Massachusetts
$72M +$66M +630,100 New
UBS Group
16
UBS Group
Switzerland
$69.5M +$62.7M +598,601 +6,266%
AAM
17
Alpine Associates Management
Florida
$69.4M +$63.6M +607,500 New
GF
18
Gabelli Funds
New York
$65.5M +$60.1M +573,949 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$54.5M +$492K +4,696 +1%
Goldman Sachs
20
Goldman Sachs
New York
$54.4M +$41M +391,938 +463%
MF
21
Magnetar Financial
Illinois
$48.3M +$44.3M +423,118 New
AA
22
AQR Arbitrage
Connecticut
$44M +$40.3M +384,892 New
Northern Trust
23
Northern Trust
Illinois
$40.7M -$118K -1,124 -0.3%
WIC
24
Water Island Capital
New York
$40.6M +$37.2M +355,258 New
Norges Bank
25
Norges Bank
Norway
$37.5M -$8.2M -78,305 -19%

SFG Hedge Fund Activity: Q3 2015 in Review

224 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in STANCORP FINL GRP (SFG) for Q3 2015, worth a combined $3.68B — up 50% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SFG positions and 40 closed out — a net gain of 34 holders — while 58 added to existing stakes and 63 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $108M. The largest seller was Virtus Fund Advisers, cutting an estimated $153M.

  • 224 institutional investors held STANCORP FINL GRP (SFG) as of Q3 2015, up from 191 in Q2 2015.
  • Funds reported $3.68B of STANCORP FINL GRP stock for Q3 2015, up 50% quarter-over-quarter.
  • 74 funds opened new STANCORP FINL GRP positions in Q3 2015 and 40 closed out, a net change of +34 holders.
  • The largest STANCORP FINL GRP buyer in Q3 2015 was JP Morgan Chase, an estimated $108M added.
  • The largest STANCORP FINL GRP seller in Q3 2015 was Virtus Fund Advisers, an estimated $153M sold.

Based on aggregated 13F filings for Q3 2015.