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Companhia Siderúrgica Nacional

79 hedge funds and large institutions have $129M invested in Companhia Siderúrgica Nacional in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

285% more call options, than puts

Call options by funds: $127K | Put options by funds: $33K

134% more capital invested

Capital invested by funds: $55.1M → $129M (+$73.9M)

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

10% more funds holding

Funds holding: 7279 (+7)

1.19% more ownership

Funds ownership: 2.03%3.22% (+1.2%)

4% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 24

Holders
79
Holders Change
+7
Holders Change %
+9.72%
% of All Funds
1.59%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
17
Increased
23
Reduced
24
Closed
10
Calls
$127K
Puts
$33K
Net Calls
+$94K
Net Calls Change
+$93K
Name Holding Trade Value Shares
Change
Change in
Stake
CGM
1
Capital Growth Management
Massachusetts
$27.6M +$23.9M +9,400,000 New
CT
2
CGM Trust
Massachusetts
$27.6M +$23.9M +9,400,000 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$21.9M -$594K -232,990 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$14.1M -$2.3M -902,637 -16%
State Street
5
State Street
Massachusetts
$8.39M +$52.5K +20,620 +0.7%
Citadel Advisors
6
Citadel Advisors
Florida
$4.21M -$952K -373,802 -21%
Northern Trust
7
Northern Trust
Illinois
$3.58M +$2.33K +915 +0.1%
AG
8
Aperio Group
California
$3.22M -$226K -88,734 -7%
VanEck Associates
9
VanEck Associates
New York
$1.85M -$683K -268,092 -30%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$1.76M +$1.51M +592,852 New
Connor, Clark & Lunn Investment Management (CC&L)
11
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.32M -$7.5K -2,944 -0.7%
Jane Street
12
Jane Street
New York
$1.08M +$125K +48,914 +15%
SEI Investments
13
SEI Investments
Pennsylvania
$905K +$784K +307,707 New
BCV
14
Banque Cantonale Vaudoise
Switzerland
$848K +$382K +150,000 +108%
Allianz Asset Management
15
Allianz Asset Management
Germany
$816K +$89.6K +35,169 +15%
JP Morgan Chase
16
JP Morgan Chase
New York
$702K +$663K +260,055 New
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$644K -$631K -247,792 -53%
PPA
18
Parametric Portfolio Associates
Washington
$644K -$47.2K -18,538 -8%
SAM
19
Storebrand Asset Management
Norway
$603K +$523K +205,236 New
Invesco
20
Invesco
Georgia
$547K +$33.8K +13,266 +8%
HSBC Holdings
21
HSBC Holdings
United Kingdom
$457K +$17.4K +6,834 +5%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$408K +$124K +48,649 +54%
Macquarie Group
23
Macquarie Group
Australia
$382K
GC
24
Guggenheim Capital
Illinois
$375K +$11.9K +4,675 +4%
BBP
25
Banco BTG Pactual
Brazil
$294K +$121K +47,400 +90%

SID Hedge Fund Activity: Q3 2020 in Review

79 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Companhia Siderúrgica Nacional (SID) for Q3 2020, worth a combined $129M — up 134% from $55.1M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SID positions and 10 closed out — a net gain of 7 holders — while 23 added to existing stakes and 24 trimmed.

The largest buyer was Capital Growth Management, opening a new position worth an estimated $23.9M. The largest seller was Millennium Management, cutting an estimated $3.7M.

  • 79 institutional investors held Companhia Siderúrgica Nacional (SID) as of Q3 2020, up from 72 in Q2 2020.
  • Funds reported $129M of Companhia Siderúrgica Nacional stock for Q3 2020, up 134% quarter-over-quarter.
  • 17 funds opened new Companhia Siderúrgica Nacional positions in Q3 2020 and 10 closed out, a net change of +7 holders.
  • The largest Companhia Siderúrgica Nacional buyer in Q3 2020 was Capital Growth Management, an estimated $23.9M added.
  • The largest Companhia Siderúrgica Nacional seller in Q3 2020 was Millennium Management, an estimated $3.7M sold.

Based on aggregated 13F filings for Q3 2020.