Smart & Final Stores, Inc.
SFS
SFS was delisted on the 19th of June, 2019.
87 hedge funds and large institutions have $653M invested in Smart & Final Stores, Inc. in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 17 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
15% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 27
10% more capital invested
Capital invested by funds: $596M → $653M (+$57.4M)
0% more funds holding
Funds holding: 87 → 87 (0)
0% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$12.1M |
| 2 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$7.62M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
+$4.08M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$3.47M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Glenhill Advisors
New York
|
-$8.63M |
| 2 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$7.72M |
| 3 |
AAM
AMI Asset Management
Los Angeles,
California
|
-$5.05M |
| 4 |
Two Sigma Investments
New York
|
-$2.63M |
| 5 |
BlackRock
New York
|
-$2.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
101
Prelude Capital Management
New York
| – | -$4K | -500 | Closed |
|
|
AG
102
Advisor Group
Phoenix,
Arizona
| – | -$2K | -192 | Closed |
|
103
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | +$162 | +21 | New |
|
104
AssetMark Inc
Concord,
California
| – | +$247 | +32 | New |
|
SFS Hedge Fund Activity: Q4 2017 in Review
87 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Smart & Final Stores, Inc. (SFS) for Q4 2017, worth a combined $653M — up 9.6% from $596M a quarter earlier.
Fund positioning in SFS was balanced in Q4 2017: 17 funds opened new positions, 17 closed out, 31 added to existing stakes and 27 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $12.1M. The largest seller was Glenhill Advisors, cutting an estimated $8.63M.
- 87 institutional investors held Smart & Final Stores, Inc. (SFS) as of Q4 2017, unchanged from Q3 2017.
- Funds reported $653M of Smart & Final Stores, Inc. stock for Q4 2017, up 9.6% quarter-over-quarter.
- 17 funds opened new Smart & Final Stores, Inc. positions in Q4 2017 and 17 closed out, a net change of 0 holders.
- The largest Smart & Final Stores, Inc. buyer in Q4 2017 was Morgan Stanley, an estimated $12.1M added.
- The largest Smart & Final Stores, Inc. seller in Q4 2017 was Glenhill Advisors, an estimated $8.63M sold.
Based on aggregated 13F filings for Q4 2017.