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SIFCO Industries

28 hedge funds and large institutions have $15.1M invested in SIFCO Industries in 2015 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

1.21% less ownership

Funds ownership: 30.3%29.09% (-1.2%)

13% less funds holding

Funds holding: 3228 (-4)

19% less capital invested

Capital invested by funds: $18.5M → $15.1M (-$3.46M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 4

Holders
28
Holders Change
-4
Holders Change %
-12.5%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
8
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1
THB Asset Management
Connecticut
$6.03M -$191K -16,104 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$2.49M -$1.19K -100 -0%
MDCM
3
Morgan Dempsey Capital Management
Wisconsin
$1.06M -$260K -21,960 -16%
CSC
4
Cove Street Capital
California
$1.04M
Vanguard Group
5
Vanguard Group
Pennsylvania
$746K
Wellington Management Group
6
Wellington Management Group
Massachusetts
$615K -$434K -36,620 -36%
RA
7
Royce & Associates
New York
$435K
MA
8
Minerva Advisors
Pennsylvania
$382K +$71.3K +6,011 +18%
BCM
9
Bridgeway Capital Management
Texas
$371K +$234K +19,700 +102%
Renaissance Technologies
10
Renaissance Technologies
New York
$340K +$26.1K +2,200 +7%
HAIM
11
Hunter Associates Investment Management
Pennsylvania
$256K
US Bancorp
12
US Bancorp
Minnesota
$208K -$21.7K -1,832 -8%
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$206K
WC
14
Walthausen & Co
New York
$190K
RC
15
RBF Capital
California
$175K
UBS Group
16
UBS Group
Switzerland
$119K +$40K +3,372 +37%
Northern Trust
17
Northern Trust
Illinois
$106K
BFA
18
BlackRock Fund Advisors
California
$81K +$2.09K +176 +2%
Morgan Stanley
19
Morgan Stanley
New York
$65K +$80.3K +6,775 +9,679%
BIT
20
BlackRock Institutional Trust
California
$46K
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$36K
TRCT
22
Tower Research Capital (TRC)
New York
$28K +$16.5K +1,391 +89%
Citigroup
23
Citigroup
New York
$6K +$1.01K +85 +17%
Creative Planning
24
Creative Planning
Kansas
$5K
BIM
25
BlackRock Investment Management
Delaware
$4K

SIF Hedge Fund Activity: Q4 2015 in Review

28 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in SIFCO Industries (SIF) for Q4 2015, worth a combined $15.1M — down 19% from $18.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SIF and 0 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 8 added.

The largest buyer was Bridgeway Capital Management, adding an estimated $234K. The largest seller was Wellington Management Group, cutting an estimated $434K.

  • 28 institutional investors held SIFCO Industries (SIF) as of Q4 2015, down from 32 in Q3 2015.
  • Funds reported $15.1M of SIFCO Industries stock for Q4 2015, down 19% quarter-over-quarter.
  • 0 funds opened new SIFCO Industries positions in Q4 2015 and 4 closed out, a net change of -4 holders.
  • The largest SIFCO Industries buyer in Q4 2015 was Bridgeway Capital Management, an estimated $234K added.
  • The largest SIFCO Industries seller in Q4 2015 was Wellington Management Group, an estimated $434K sold.

Based on aggregated 13F filings for Q4 2015.