SIFCO Industries
SIF
29 hedge funds and large institutions have $49.5M invested in SIFCO Industries in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 3 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
12% more capital invested
Capital invested by funds: $44.4M → $49.5M (+$5.12M)
4% more funds holding
Funds holding: 28 → 29 (+1)
0.61% more ownership
Funds ownership: 29.47% → 30.08% (+0.61%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$2.53M |
| 2 |
MDCM
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
+$883K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$245K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$201K |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
+$191K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.32M |
| 2 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
-$879K |
| 3 |
AIA
Alerus Investment Advisors
Wayzata,
Minnesota
|
-$125K |
| 4 |
Morgan Stanley
New York
|
-$92.1K |
| 5 |
Bank of New York Mellon
New York
|
-$21.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFA
26
Nationwide Fund Advisors
Columbus,
Ohio
| $13K | – | – | – |
|
|
OSAM
27
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $5K | +$4.82K | +165 | New |
|
28
BNP Paribas Financial Markets
Paris,
France
| $3.61K | – | – | – |
|
|
29
Fidelity Investments
Boston,
Massachusetts
| – | -$2.32M | -82,763 | Closed |
|
30
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$10 | -363 | Closed |
|
|
TRCT
31
Tower Research Capital (TRC)
New York
| – | -$409 | -14 | -50% |
|
SIF Hedge Fund Activity: Q1 2014 in Review
29 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in SIFCO Industries (SIF) for Q1 2014, worth a combined $49.5M — up 12% from $44.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SIF positions and 3 closed out — a net gain of 1 holder — while 12 added to existing stakes and 5 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $2.53M. The largest seller was Fidelity Investments, exiting entirely with an estimated $2.32M sold.
- 29 institutional investors held SIFCO Industries (SIF) as of Q1 2014, up from 28 in Q4 2013.
- Funds reported $49.5M of SIFCO Industries stock for Q1 2014, up 12% quarter-over-quarter.
- 4 funds opened new SIFCO Industries positions in Q1 2014 and 3 closed out, a net change of +1 holder.
- The largest SIFCO Industries buyer in Q1 2014 was Wellington Management Group, an estimated $2.53M added.
- The largest SIFCO Industries seller in Q1 2014 was Fidelity Investments, an estimated $2.32M sold.
Based on aggregated 13F filings for Q1 2014.