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SIFCO Industries

42 hedge funds and large institutions have $51.9M invested in SIFCO Industries in 2014 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.72% less ownership

Funds ownership: 33.41%32.69% (-0.72%)

5% less capital invested

Capital invested by funds: $54.4M → $51.9M (-$2.51M)

7% less funds holding

Funds holding: 4542 (-3)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
42
Holders Change
-3
Holders Change %
-6.67%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
15
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1
THB Asset Management
Connecticut
$19.8M -$630K -20,211 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$7.72M +$60K +1,926 +0.7%
MDCM
3
Morgan Dempsey Capital Management
Wisconsin
$4.88M -$860K -27,601 -14%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$3.98M +$149K +4,788 +4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.08M +$10.8K +347 +0.5%
BFA
6
BlackRock Fund Advisors
California
$2.06M +$310K +9,954 +16%
RA
7
Royce & Associates
New York
$1.33M
Northern Trust
8
Northern Trust
Illinois
$1.02M -$66.3K -2,128 -6%
Renaissance Technologies
9
Renaissance Technologies
New York
$965K +$147K +4,713 +17%
US Bancorp
10
US Bancorp
Minnesota
$882K +$24.8K +796 +3%
CSC
11
Cove Street Capital
California
$874K +$270K +8,671 +41%
HAIM
12
Hunter Associates Investment Management
Pennsylvania
$796K
BIT
13
BlackRock Institutional Trust
California
$726K -$30.1K -966 -4%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$619K
State Street
15
State Street
Massachusetts
$569K +$139K +4,470 +30%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$452K -$24.6K -790 -5%
MA
17
Minerva Advisors
Pennsylvania
$438K
TCIM
18
TIAA CREF Investment Management
New York
$319K +$1.12K +36 +0.3%
AIA
19
Alerus Investment Advisors
Minnesota
$309K -$15.8K -507 -5%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$277K
UBS Group
21
UBS Group
Switzerland
$251K +$267K +8,584 New
BCM
22
Bridgeway Capital Management
Texas
$243K +$1.56K +50 +0.6%
BIM
23
BlackRock Investment Management
Delaware
$227K
Stifel Financial
24
Stifel Financial
Missouri
$222K -$21.8K -700 -8%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$138K +$623 +20 +0.4%

SIF Hedge Fund Activity: Q4 2014 in Review

42 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in SIFCO Industries (SIF) for Q4 2014, worth a combined $51.9M — down 4.6% from $54.4M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SIF and 2 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 15 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $310K. The largest seller was Morgan Dempsey Capital Management, cutting an estimated $860K.

  • 42 institutional investors held SIFCO Industries (SIF) as of Q4 2014, down from 45 in Q3 2014.
  • Funds reported $51.9M of SIFCO Industries stock for Q4 2014, down 4.6% quarter-over-quarter.
  • 2 funds opened new SIFCO Industries positions in Q4 2014 and 4 closed out, a net change of -2 holders.
  • The largest SIFCO Industries buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $310K added.
  • The largest SIFCO Industries seller in Q4 2014 was Morgan Dempsey Capital Management, an estimated $860K sold.

Based on aggregated 13F filings for Q4 2014.