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SFS

Smart & Final Stores, Inc.
SFS

Delisted

SFS was delisted on the 19th of June, 2019.

85 hedge funds and large institutions have $408M invested in Smart & Final Stores, Inc. in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 24

4% more capital invested

Capital invested by funds: $393M → $408M (+$14.8M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less funds holding

Funds holding: 8785 (-2)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

98% less call options, than puts

Call options by funds: $5K | Put options by funds: $267K

Holders
85
Holders Change
-2
Holders Change %
-2.3%
% of All Funds
1.94%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
32
Reduced
24
Closed
14
Calls
$5K
Puts
$267K
Net Calls
-$262K
Net Calls Change
-$176K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.06M -$150K -23,866 -11%
PPA
27
Parametric Portfolio Associates
Washington
$1.03M +$531K +84,304 +87%
Invesco
28
Invesco
Georgia
$1M +$9.69K +1,540 +0.9%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$991K +$660K +104,838 +152%
TA
30
Teachers Advisors
New York
$867K -$18.8K -2,981 -2%
Deutsche Bank
31
Deutsche Bank
Germany
$758K +$179K +28,496 +27%
SG Americas Securities
32
SG Americas Securities
New York
$754K +$768K +122,020 +1,198%
Charles Schwab
33
Charles Schwab
California
$744K -$409K -64,963 -33%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$569K +$9.94K +1,579 +2%
JP Morgan Chase
35
JP Morgan Chase
New York
$564K +$125K +19,847 +25%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$454K +$382K +60,694 +322%
HI
37
HBK Investments
Texas
$425K +$470K +74,600 New
OAM
38
Oppenheimer Asset Management
New York
$416K +$459K +72,920 New
GC
39
Globeflex Capital
California
$411K +$320K +50,767 +237%
SRAM
40
Stone Ridge Asset Management
New York
$402K -$26.4K -4,200 -6%
Morgan Stanley
41
Morgan Stanley
New York
$339K -$69.5K -11,037 -16%
Swiss National Bank
42
Swiss National Bank
Switzerland
$312K
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$282K +$29.3K +4,657 +10%
Connor, Clark & Lunn Investment Management (CC&L)
44
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$262K -$2.52K -400 -0.9%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$260K -$36.5K -5,800 -11%
EGM
46
Engineers Gate Manager
New York
$235K -$81.5K -12,947 -24%
Wells Fargo
47
Wells Fargo
California
$223K +$3.63K +576 +1%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$201K
Cerity Partners
49
Cerity Partners
New York
$198K -$317K -50,328 -59%
Squarepoint
50
Squarepoint
New York
$196K +$64.7K +10,281 +43%

SFS Hedge Fund Activity: Q3 2018 in Review

85 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Smart & Final Stores, Inc. (SFS) for Q3 2018, worth a combined $408M — up 3.8% from $393M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of SFS and 12 opened new positions — a net loss of 2 holders — while 24 trimmed existing stakes and 32 added.

The largest buyer was Cove Street Capital, adding an estimated $7.45M. The largest seller was Franklin Resources, cutting an estimated $6.96M.

  • 85 institutional investors held Smart & Final Stores, Inc. (SFS) as of Q3 2018, down from 87 in Q2 2018.
  • Funds reported $408M of Smart & Final Stores, Inc. stock for Q3 2018, up 3.8% quarter-over-quarter.
  • 12 funds opened new Smart & Final Stores, Inc. positions in Q3 2018 and 14 closed out, a net change of -2 holders.
  • The largest Smart & Final Stores, Inc. buyer in Q3 2018 was Cove Street Capital, an estimated $7.45M added.
  • The largest Smart & Final Stores, Inc. seller in Q3 2018 was Franklin Resources, an estimated $6.96M sold.

Based on aggregated 13F filings for Q3 2018.