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SFL Corp

160 hedge funds and large institutions have $537M invested in SFL Corp in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 46 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

18% more capital invested

Capital invested by funds: $455M → $537M (+$81.5M)

5.05% more ownership

Funds ownership: 30.48%35.53% (+5%)

4% more funds holding

Funds holding: 154160 (+6)

2% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 45

74% less call options, than puts

Call options by funds: $2.77M | Put options by funds: $10.6M

Holders
160
Holders Change
+6
Holders Change %
+3.9%
% of All Funds
3.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
25
Increased
46
Reduced
45
Closed
18
Calls
$2.77M
Puts
$10.6M
Net Calls
-$7.85M
Net Calls Change
-$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$78.2M +$13.2M +979,993 +21%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$75.3M +$2.67M +198,911 +4%
BlackRock
3
BlackRock
New York
$58.1M +$2.86M +212,949 +5%
Northern Trust
4
Northern Trust
Illinois
$49.2M +$444K +33,079 +1%
Invesco
5
Invesco
Georgia
$30.1M -$2.79M -207,486 -9%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$24.5M +$528K +39,291 +2%
State Street
7
State Street
Massachusetts
$22.4M +$152K +11,337 +0.7%
CC
8
Carlson Capital
Texas
$11.2M +$1.34M +100,000 +14%
Renaissance Technologies
9
Renaissance Technologies
New York
$11M +$8M +595,400 +312%
BCM
10
Bridgeway Capital Management
Texas
$9.97M
Morgan Stanley
11
Morgan Stanley
New York
$9.93M +$4.71M +351,040 +99%
Norges Bank
12
Norges Bank
Norway
$9.7M
Vanguard Group
13
Vanguard Group
Pennsylvania
$9.44M +$1.05M +78,359 +13%
Citadel Advisors
14
Citadel Advisors
Florida
$9.19M +$8.5M +633,088 +2,907%
UBS Group
15
UBS Group
Switzerland
$9.19M -$324K -24,134 -4%
Charles Schwab
16
Charles Schwab
California
$6.74M -$74.6K -5,553 -1%
Bank of America
17
Bank of America
North Carolina
$5.91M -$4.45M -331,262 -44%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$5.72M +$287K +21,356 +6%
Allianz Asset Management
19
Allianz Asset Management
Germany
$5.38M -$10.3M -768,043 -67%
Prudential Financial
20
Prudential Financial
New Jersey
$5.09M -$4.07M -302,860 -46%
N
21
Nuveen
North Carolina
$4.87M -$57.5K -4,281 -1%
DAM
22
Doheny Asset Management
California
$4.25M +$456K +33,950 +13%
PPA
23
Parametric Portfolio Associates
Washington
$4.07M +$464K +34,580 +14%
Man Group
24
Man Group
United Kingdom
$3.55M
Kovitz Investment Group Partners
25
Kovitz Investment Group Partners
Illinois
$3.01M -$115K -8,581 -4%

SFL Hedge Fund Activity: Q3 2019 in Review

160 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in SFL Corp (SFL) for Q3 2019, worth a combined $537M — up 18% from $455M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SFL positions and 18 closed out — a net gain of 7 holders — while 46 added to existing stakes and 45 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $13.2M. The largest seller was Allianz Asset Management, cutting an estimated $10.3M.

  • 160 institutional investors held SFL Corp (SFL) as of Q3 2019, up from 154 in Q2 2019.
  • Funds reported $537M of SFL Corp stock for Q3 2019, up 18% quarter-over-quarter.
  • 25 funds opened new SFL Corp positions in Q3 2019 and 18 closed out, a net change of +7 holders.
  • The largest SFL Corp buyer in Q3 2019 was Bank of New York Mellon, an estimated $13.2M added.
  • The largest SFL Corp seller in Q3 2019 was Allianz Asset Management, an estimated $10.3M sold.

Based on aggregated 13F filings for Q3 2019.