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SIFCO Industries

28 hedge funds and large institutions have $44.4M invested in SIFCO Industries in 2013 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

58% more capital invested

Capital invested by funds: $28.1M → $44.4M (+$16.3M)

27% more funds holding

Funds holding: 2228 (+6)

1.01% more ownership

Funds ownership: 28.46%29.47% (+1%)

Holders
28
Holders Change
+6
Holders Change %
+27.27%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
9
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1
THB Asset Management
Connecticut
$22.4M +$206K +8,992 +1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$7.37M -$9.95K -435 -0.2%
MDCM
3
Morgan Dempsey Capital Management
Wisconsin
$3.79M +$94.4K +4,126 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.32M
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.48M +$105K +4,593 +10%
RA
6
Royce & Associates
New York
$1.29M
HAIM
7
Hunter Associates Investment Management
Pennsylvania
$766K
US Bancorp
8
US Bancorp
Minnesota
$696K +$27.1K +1,183 +5%
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$593K -$2.29K -100 -0.5%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$576K +$470K +20,532 New
Renaissance Technologies
11
Renaissance Technologies
New York
$553K +$16K +700 +4%
AIA
12
Alerus Investment Advisors
Minnesota
$432K -$95.6K -4,180 -21%
MA
13
Minerva Advisors
Pennsylvania
$421K +$68.6K +3,000 +25%
Northern Trust
14
Northern Trust
Illinois
$389K -$15.4K -675 -5%
Morgan Stanley
15
Morgan Stanley
New York
$324K +$264K +11,555 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$291K
BFA
17
BlackRock Fund Advisors
California
$227K +$7.78K +340 +4%
Wells Fargo
18
Wells Fargo
California
$140K
BIT
19
BlackRock Institutional Trust
California
$131K
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$102K +$82.4K +3,600 New
GT
21
Glenmede Trust
Pennsylvania
$78K
U
22
UBS
Switzerland
$20K +$16.4K +716 New
Citigroup
23
Citigroup
New York
$15K +$984 +43 +9%
NFA
24
Nationwide Fund Advisors
Ohio
$12K
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$3.09K +$2.52K +110 New

SIF Hedge Fund Activity: Q4 2013 in Review

28 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in SIFCO Industries (SIF) for Q4 2013, worth a combined $44.4M — up 58% from $28.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SIF positions and 1 closed out — a net gain of 6 holders — while 9 added to existing stakes and 4 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $470K. The largest seller was Alerus Investment Advisors, cutting an estimated $95.6K.

  • 28 institutional investors held SIFCO Industries (SIF) as of Q4 2013, up from 22 in Q3 2013.
  • Funds reported $44.4M of SIFCO Industries stock for Q4 2013, up 58% quarter-over-quarter.
  • 7 funds opened new SIFCO Industries positions in Q4 2013 and 1 closed out, a net change of +6 holders.
  • The largest SIFCO Industries buyer in Q4 2013 was Wellington Management Group, an estimated $470K added.
  • The largest SIFCO Industries seller in Q4 2013 was Alerus Investment Advisors, an estimated $95.6K sold.

Based on aggregated 13F filings for Q4 2013.