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SIFCO Industries
SIF

43 hedge funds and large institutions have $40M invested in SIFCO Industries in 2015 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

2% more funds holding

Funds holding: 42 → 43 (+1)

1.03% more ownership

Funds ownership: 32.69% → 33.72% (+1%)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

23% less capital invested

Capital invested by funds: $51.9M → $40M (-$11.9M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
12
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSC
Cove Street Capital
California
+$729K
2
TAM
THB Asset Management
Connecticut
+$530K
3
BCM
Bridgeway Capital Management
Texas
+$120K
4
Renaissance Technologies
Renaissance Technologies
New York
+$84.7K
5
Stifel Financial
Stifel Financial
Missouri
+$78K

Top Sellers

Rank Fund Capital Flow
1
MDCM
Morgan Dempsey Capital Management
Wisconsin
-$125K
2
Invesco
Invesco
Georgia
-$97K
3
Wells Fargo
Wells Fargo
California
-$65.5K
4
Northern Trust
Northern Trust
Illinois
-$32.7K
5
Morgan Stanley
Morgan Stanley
New York
-$27.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$78K – – –
TA
27
Teachers Advisors
New York
$75K – – –
GT
28
Glenmede Trust
Pennsylvania
$61K – – –
NFA
29
Nationwide Fund Advisors
Ohio
$52K +$4.28K +176 +8%
Deutsche Bank
30
Deutsche Bank
Germany
$40K +$38.7K +1,594 +640%
AIG
31
American International Group
New York
$34.7K – – –
BA
32
BlackRock Advisors
Delaware
$25K +$4.01K +165 +17%
Citigroup
33
Citigroup
New York
$15K -$6.22K -256 -27%
Creative Planning
34
Creative Planning
Kansas
$11K – – –
OSAM
35
O'Shaughnessy Asset Management
Connecticut
$6K -$5.3K -218 -45%
Wells Fargo
36
Wells Fargo
California
$3K -$65.5K -2,695 -96%
Morgan Stanley
37
Morgan Stanley
New York
$2K -$27.4K -1,128 -94%
Barclays
38
Barclays
United Kingdom
$2K -$1.63K -67 -46%
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$1.92K +$2.14K +88 New
TRCT
40
Tower Research Capital (TRC)
New York
$1K -$11.1K -455 -88%
Invesco
41
Invesco
Georgia
– -$97K -3,327 Closed
EWM
42
Evercore Wealth Management
New York
– -$5K -165 Closed
Bank of America
43
Bank of America
North Carolina
– +$170 +7 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
– +$389 +16 New
1
2

SIF Hedge Fund Activity: Q1 2015 in Review

43 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in SIFCO Industries (SIF) for Q1 2015, worth a combined $40M — down 23% from $51.9M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SIF positions and 2 closed out — a net gain of 1 holder — while 12 added to existing stakes and 12 trimmed.

The largest buyer was Cove Street Capital, adding an estimated $729K. The largest seller was Morgan Dempsey Capital Management, cutting an estimated $125K.

  • 43 institutional investors held SIFCO Industries (SIF) as of Q1 2015, up from 42 in Q4 2014.
  • Funds reported $40M of SIFCO Industries stock for Q1 2015, down 23% quarter-over-quarter.
  • 3 funds opened new SIFCO Industries positions in Q1 2015 and 2 closed out, a net change of +1 holder.
  • The largest SIFCO Industries buyer in Q1 2015 was Cove Street Capital, an estimated $729K added.
  • The largest SIFCO Industries seller in Q1 2015 was Morgan Dempsey Capital Management, an estimated $125K sold.

Based on aggregated 13F filings for Q1 2015.