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SFL Corp

154 hedge funds and large institutions have $226M invested in SFL Corp in 2020 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 21

10% more funds holding

Funds holding: 140154 (+14)

0% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 46

3.46% less ownership

Funds ownership: 33.32%29.86% (-3.5%)

15% less call options, than puts

Call options by funds: $3.99M | Put options by funds: $4.67M

17% less capital invested

Capital invested by funds: $272M → $226M (-$45.3M)

Holders
154
Holders Change
+14
Holders Change %
+10%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
46
Reduced
46
Closed
21
Calls
$3.99M
Puts
$4.67M
Net Calls
-$688K
Net Calls Change
-$370K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$40.8M -$9.15M -1,322,257 -17%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$37.9M -$518K -74,889 -1%
BlackRock
3
BlackRock
New York
$32.3M +$1.59M +229,654 +5%
State Street
4
State Street
Massachusetts
$11M -$23.9K -3,450 -0.2%
Morgan Stanley
5
Morgan Stanley
New York
$8.24M +$6.82M +984,979 +301%
Norges Bank
6
Norges Bank
Norway
$7.61M +$1.42M +204,900 +20%
Renaissance Technologies
7
Renaissance Technologies
New York
$6.44M -$2.03M -292,900 -22%
Northern Trust
8
Northern Trust
Illinois
$5.88M -$18.6M -2,680,199 -74%
Vanguard Group
9
Vanguard Group
Pennsylvania
$4.46M +$623K +90,000 +14%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
10
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.13M +$4.56M +658,300 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$4.03M -$23.2K -3,345 -0.5%
Charles Schwab
12
Charles Schwab
California
$3.77M +$524K +75,751 +14%
BCM
13
Bridgeway Capital Management
Texas
$3.75M
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$3.54M +$3.81M +550,020 +3,887%
Allianz Asset Management
15
Allianz Asset Management
Germany
$3.44M -$217K -31,298 -5%
Bank of America
16
Bank of America
North Carolina
$3.22M +$138K +19,897 +4%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$2.51M +$2.21M +318,986 +397%
Tudor Investment Corp
18
Tudor Investment Corp
Connecticut
$1.91M +$14.5K +2,091 +0.7%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$1.8M +$1.98M +286,388 New
Voloridge Investment Management
20
Voloridge Investment Management
Florida
$1.8M +$929K +134,143 +88%
Goldman Sachs
21
Goldman Sachs
New York
$1.71M +$833K +120,298 +79%
Citadel Advisors
22
Citadel Advisors
Florida
$1.67M +$390K +56,362 +27%
Deutsche Bank
23
Deutsche Bank
Germany
$1.64M +$1.45M +209,315 +400%
Connor, Clark & Lunn Investment Management (CC&L)
24
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.42M +$1.57M +226,580 New
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$1.34M -$28.4K -4,100 -2%

SFL Hedge Fund Activity: Q4 2020 in Review

154 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in SFL Corp (SFL) for Q4 2020, worth a combined $226M — down 17% from $272M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new SFL positions and 21 closed out — a net gain of 14 holders — while 46 added to existing stakes and 46 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.82M. The largest seller was Northern Trust, cutting an estimated $18.6M.

  • 154 institutional investors held SFL Corp (SFL) as of Q4 2020, up from 140 in Q3 2020.
  • Funds reported $226M of SFL Corp stock for Q4 2020, down 17% quarter-over-quarter.
  • 35 funds opened new SFL Corp positions in Q4 2020 and 21 closed out, a net change of +14 holders.
  • The largest SFL Corp buyer in Q4 2020 was Morgan Stanley, an estimated $6.82M added.
  • The largest SFL Corp seller in Q4 2020 was Northern Trust, an estimated $18.6M sold.

Based on aggregated 13F filings for Q4 2020.