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SFL Corp

160 hedge funds and large institutions have $942M invested in SFL Corp in 2015 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $5.42M

86% more capital invested

Capital invested by funds: $506M → $942M (+$436M)

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

43% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 40

7% more funds holding

Funds holding: 150160 (+10)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.74% less ownership

Funds ownership: 33.36%32.62% (-0.74%)

Holders
160
Holders Change
+10
Holders Change %
+6.67%
% of All Funds
4.2%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
32
Increased
57
Reduced
40
Closed
21
Calls
$10.4M
Puts
$5.42M
Net Calls
+$5.03M
Net Calls Change
-$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Americafirst Capital Management
California
$437M +$443K +26,403 New
Deutsche Bank
2
Deutsche Bank
Germany
$48.9M -$21.1M -1,255,147 -30%
Allianz Asset Management
3
Allianz Asset Management
Germany
$44.3M +$5.61M +334,757 +14%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$37.5M +$29K +1,729 +0.1%
Northern Trust
5
Northern Trust
Illinois
$35.5M +$1.26M +75,391 +4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$26M -$5.38M -320,675 -17%
BFA
7
BlackRock Fund Advisors
California
$23M +$922K +54,972 +4%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$18.8M +$8.24M +491,005 +76%
State Street
9
State Street
Massachusetts
$17.2M +$385K +22,969 +2%
Vanguard Group
10
Vanguard Group
Pennsylvania
$14.8M +$4.43M +263,867 +42%
LSV Asset Management
11
LSV Asset Management
Illinois
$14.6M +$13.7M +814,665 +1,259%
Morgan Stanley
12
Morgan Stanley
New York
$12.8M -$2.42M -144,137 -16%
RIM
13
Ranger International Management
Illinois
$12.4M -$4.19M -249,970 -25%
ACM
14
Advisors Capital Management
New Jersey
$11.5M +$486K +28,993 +4%
GXMC
15
Global X Management Company
New York
$10.3M -$652K -38,896 -6%
DAM
16
Doheny Asset Management
California
$9.72M -$341K -20,340 -3%
LCM
17
LVM Capital Management
Michigan
$9.23M +$302K +18,000 +3%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$9.17M +$3.56M +212,344 +62%
BIT
19
BlackRock Institutional Trust
California
$9.14M +$849K +50,644 +10%
TFMS
20
Trust & Fiduciary Management Services
Massachusetts
$7.32M -$127K -7,569 -2%
GC
21
Guggenheim Capital
Illinois
$7.02M +$305K +18,188 +4%
UBS Group
22
UBS Group
Switzerland
$6.63M -$338K -20,182 -5%
Prudential Financial
23
Prudential Financial
New Jersey
$5.54M +$1.78M +106,200 +47%
Canada Life
24
Canada Life
Manitoba, Canada
$5.21M +$5.26M +313,706 New
Fidelity Investments
25
Fidelity Investments
Massachusetts
$4.97M

SFL Hedge Fund Activity: Q4 2015 in Review

160 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in SFL Corp (SFL) for Q4 2015, worth a combined $942M — up 86% from $506M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SFL positions and 21 closed out — a net gain of 11 holders — while 57 added to existing stakes and 40 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $13.7M. The largest seller was Oceanic Investment Management, exiting entirely with an estimated $30.1M sold.

  • 160 institutional investors held SFL Corp (SFL) as of Q4 2015, up from 150 in Q3 2015.
  • Funds reported $942M of SFL Corp stock for Q4 2015, up 86% quarter-over-quarter.
  • 32 funds opened new SFL Corp positions in Q4 2015 and 21 closed out, a net change of +11 holders.
  • The largest SFL Corp buyer in Q4 2015 was LSV Asset Management, an estimated $13.7M added.
  • The largest SFL Corp seller in Q4 2015 was Oceanic Investment Management, an estimated $30.1M sold.

Based on aggregated 13F filings for Q4 2015.