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SIFCO Industries

27 hedge funds and large institutions have $11.9M invested in SIFCO Industries in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.68% more ownership

Funds ownership: 26.48%28.16% (+1.7%)

0% more funds holding

Funds holding: 2727 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

17% less capital invested

Capital invested by funds: $14.4M → $11.9M (-$2.47M)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MDCM
1
Morgan Dempsey Capital Management
Wisconsin
$2.62M +$384K +40,914 +14%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$1.99M -$12.6K -1,339 -0.5%
TAM
3
THB Asset Management
Connecticut
$1.83M -$729K -77,606 -24%
2L
4
22NW LP
Washington
$1M +$1.23M +130,727 New
CSC
5
Cove Street Capital
California
$841K
Vanguard Group
6
Vanguard Group
Pennsylvania
$586K -$15K -1,600 -2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$467K +$573K +61,000 New
US Bancorp
8
US Bancorp
Minnesota
$441K +$96K +10,224 +22%
BCM
9
Bridgeway Capital Management
Texas
$421K
RA
10
Royce & Associates
New York
$350K
Renaissance Technologies
11
Renaissance Technologies
New York
$301K -$18.8K -2,000 -5%
MA
12
Minerva Advisors
Pennsylvania
$271K -$32.9K -3,500 -9%
HAIM
13
Hunter Associates Investment Management
Pennsylvania
$207K
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$166K
RC
15
RBF Capital
California
$141K
Northern Trust
16
Northern Trust
Illinois
$91K +$6.25K +666 +6%
UBS Group
17
UBS Group
Switzerland
$63K -$4.03K -429 -5%
BFA
18
BlackRock Fund Advisors
California
$61K +$695 +74 +0.9%
BIT
19
BlackRock Institutional Trust
California
$37K
Wells Fargo
20
Wells Fargo
California
$14K
Creative Planning
21
Creative Planning
Kansas
$4K
BIM
22
BlackRock Investment Management
Delaware
$3K
NFA
23
Nationwide Fund Advisors
Ohio
$3K
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$2K
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$2K

SIF Hedge Fund Activity: Q4 2016 in Review

27 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in SIFCO Industries (SIF) for Q4 2016, worth a combined $11.9M — down 17% from $14.4M a quarter earlier.

Fund positioning in SIF was balanced in Q4 2016: 4 funds opened new positions, 4 closed out, 4 added to existing stakes and 6 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $573K. The largest seller was THB Asset Management, cutting an estimated $729K.

  • 27 institutional investors held SIFCO Industries (SIF) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $11.9M of SIFCO Industries stock for Q4 2016, down 17% quarter-over-quarter.
  • 4 funds opened new SIFCO Industries positions in Q4 2016 and 4 closed out, a net change of 0 holders.
  • The largest SIFCO Industries buyer in Q4 2016 was Fidelity Investments, an estimated $573K added.
  • The largest SIFCO Industries seller in Q4 2016 was THB Asset Management, an estimated $729K sold.

Based on aggregated 13F filings for Q4 2016.