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SFG

STANCORP FINL GRP
SFG

Delisted

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

219 hedge funds and large institutions have $3.59B invested in STANCORP FINL GRP in 2015 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 85 increasing their positions, 76 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

12% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 76

2% less capital invested

Capital invested by funds: $3.68B → $3.59B (-$85.8M)

7% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 28

2% less funds holding

Funds holding: 224219 (-5)

29% less call options, than puts

Call options by funds: $1.31M | Put options by funds: $1.85M

Holders
219
Holders Change
-5
Holders Change %
-2.23%
% of All Funds
5.75%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.18%
New
26
Increased
85
Reduced
76
Closed
28
Calls
$1.31M
Puts
$1.85M
Net Calls
-$539K
Net Calls Change
-$518K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$355M +$10.6M +93,037 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$278M -$1.32M -11,532 -0.5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$256M -$3.19M -27,917 -1%
Invesco
4
Invesco
Georgia
$175M -$17.1M -149,403 -9%
BFA
5
BlackRock Fund Advisors
California
$165M +$11.1M +97,631 +7%
BIT
6
BlackRock Institutional Trust
California
$139M +$2.9M +25,420 +2%
Morgan Stanley
7
Morgan Stanley
New York
$132M +$30.5M +267,472 +30%
State Street
8
State Street
Massachusetts
$129M +$3.67M +32,127 +3%
JP Morgan Chase
9
JP Morgan Chase
New York
$117M -$18.1M -158,829 -13%
AAM
10
Alpine Associates Management
Florida
$94.5M +$25.4M +222,304 +37%
CC
11
Carlson Capital
Texas
$94.4M +$2.8M +24,490 +3%
Franklin Resources
12
Franklin Resources
California
$89.5M -$12.6M -110,815 -12%
GF
13
Gabelli Funds
New York
$86.8M +$21.5M +188,251 +33%
AllianceBernstein
14
AllianceBernstein
Tennessee
$80.2M -$1.05M -9,176 -1%
Adage Capital Partners
15
Adage Capital Partners
Massachusetts
$78.3M +$6.54M +57,296 +9%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$77.6M -$366K -3,210 -0.5%
UBS Group
17
UBS Group
Switzerland
$66.8M -$2.45M -21,483 -4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$50.6M -$3.81M -33,347 -7%
AA
19
AQR Arbitrage
Connecticut
$49.9M +$6.04M +52,960 +14%
MF
20
Magnetar Financial
Illinois
$47.1M -$1.07M -9,340 -2%
CS
21
Credit Suisse
Switzerland
$45.5M +$8.45M +74,014 +23%
WIC
22
Water Island Capital
New York
$42.5M +$2.03M +17,783 +5%
Goldman Sachs
23
Goldman Sachs
New York
$38.8M -$15.5M -135,700 -28%
Norges Bank
24
Norges Bank
Norway
$36.8M -$582K -5,100 -2%
Northern Trust
25
Northern Trust
Illinois
$36.5M -$4.03M -35,343 -10%

SFG Hedge Fund Activity: Q4 2015 in Review

219 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in STANCORP FINL GRP (SFG) for Q4 2015, worth a combined $3.59B — down 2.3% from $3.68B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of SFG and 26 opened new positions — a net loss of 2 holders — while 76 trimmed existing stakes and 85 added.

The largest buyer was Morgan Stanley, adding an estimated $30.5M. The largest seller was LSV Asset Management, exiting entirely with an estimated $94.4M sold.

  • 219 institutional investors held STANCORP FINL GRP (SFG) as of Q4 2015, down from 224 in Q3 2015.
  • Funds reported $3.59B of STANCORP FINL GRP stock for Q4 2015, down 2.3% quarter-over-quarter.
  • 26 funds opened new STANCORP FINL GRP positions in Q4 2015 and 28 closed out, a net change of -2 holders.
  • The largest STANCORP FINL GRP buyer in Q4 2015 was Morgan Stanley, an estimated $30.5M added.
  • The largest STANCORP FINL GRP seller in Q4 2015 was LSV Asset Management, an estimated $94.4M sold.

Based on aggregated 13F filings for Q4 2015.