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SIFCO Industries

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.

New
Increased
Maintained
Reduced
Closed

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: 2829 (+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: 11 (0)

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
12
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1
THB Asset Management
Connecticut
$23.5M -$879K -30,111 -4%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$8.06M +$46.7K +1,601 +0.6%
MDCM
3
Morgan Dempsey Capital Management
Wisconsin
$5.05M +$883K +30,271 +22%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$3.28M +$2.53M +86,793 +423%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.82M +$201K +6,900 +13%
RA
6
Royce & Associates
New York
$1.4M
US Bancorp
7
US Bancorp
Minnesota
$875K +$113K +3,860 +16%
HAIM
8
Hunter Associates Investment Management
Pennsylvania
$833K
California Public Employees Retirement System
9
California Public Employees Retirement System
California
$722K
Renaissance Technologies
10
Renaissance Technologies
New York
$702K +$96.3K +3,300 +17%
MA
11
Minerva Advisors
Pennsylvania
$458K
Northern Trust
12
Northern Trust
Illinois
$450K +$26.1K +893 +6%
AIA
13
Alerus Investment Advisors
Minnesota
$339K -$125K -4,270 -28%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$294K -$21.3K -729 -7%
BFA
15
BlackRock Fund Advisors
California
$281K +$32.7K +1,122 +14%
Morgan Stanley
16
Morgan Stanley
New York
$257K -$92.1K -3,155 -27%
BCM
17
Bridgeway Capital Management
Texas
$256K +$245K +8,400 New
U
18
UBS
Switzerland
$217K +$186K +6,368 +889%
Wells Fargo
19
Wells Fargo
California
$201K +$46.3K +1,586 +32%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$200K +$191K +6,559 New
BIT
21
BlackRock Institutional Trust
California
$146K +$3.12K +107 +2%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$110K
GT
23
Glenmede Trust
Pennsylvania
$85K
Citigroup
24
Citigroup
New York
$19K +$2.6K +89 +16%
Creative Planning
25
Creative Planning
Kansas
$15K +$14.6K +500 New

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.