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SIFCO Industries

22 hedge funds and large institutions have $8.02M invested in SIFCO Industries in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.57% more ownership

Funds ownership: 24.51%25.09% (+0.57%)

8% less funds holding

Funds holding: 2422 (-2)

12% less capital invested

Capital invested by funds: $9.13M → $8.02M (-$1.11M)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$1.37M -$48.3K -7,776 -3%
2L
2
22NW LP
Washington
$1.03M
RC
3
RBF Capital
California
$1M
MDCM
4
Morgan Dempsey Capital Management
Wisconsin
$983K +$7.48K +1,203 +0.7%
CSC
5
Cove Street Capital
California
$878K +$28.1K +4,515 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$491K +$156K +25,178 +41%
US Bancorp
7
US Bancorp
Minnesota
$321K -$19.7K -3,176 -5%
Vanguard Group
8
Vanguard Group
Pennsylvania
$289K
RA
9
Royce & Associates
New York
$261K
SKK
10
Shepherd Kaplan Krochuk
Massachusetts
$248K +$266K +42,739 New
BCM
11
Bridgeway Capital Management
Texas
$242K -$66K -10,614 -20%
Renaissance Technologies
12
Renaissance Technologies
New York
$229K +$10.6K +1,700 +4%
MA
13
Minerva Advisors
Pennsylvania
$179K -$24.5K -3,944 -11%
HAIM
14
Hunter Associates Investment Management
Pennsylvania
$154K
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$124K
BlackRock
16
BlackRock
New York
$79K -$2.73K -440 -3%
Northern Trust
17
Northern Trust
Illinois
$63K -$1.24K -200 -2%
UBS Group
18
UBS Group
Switzerland
$42K -$13.8K -2,216 -23%
FPS
19
Fieldpoint Private Securities
Connecticut
$16K +$17.7K +2,841 New
Wells Fargo
20
Wells Fargo
California
$10K
Citigroup
21
Citigroup
New York
$3K
NFA
22
Nationwide Fund Advisors
Ohio
$2K
LCM
23
Landscape Capital Management
New Jersey
-$110K -16,580 Closed
Creative Planning
24
Creative Planning
Kansas
-$3K -500 Closed
TRCT
25
Tower Research Capital (TRC)
New York
-$2K -346 Closed

SIF Hedge Fund Activity: Q3 2017 in Review

22 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in SIFCO Industries (SIF) for Q3 2017, worth a combined $8.02M — down 12% from $9.13M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SIF and 2 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 4 added.

The largest buyer was Shepherd Kaplan Krochuk, opening a new position worth an estimated $266K. The largest seller was Landscape Capital Management, exiting entirely with an estimated $110K sold.

  • 22 institutional investors held SIFCO Industries (SIF) as of Q3 2017, down from 24 in Q2 2017.
  • Funds reported $8.02M of SIFCO Industries stock for Q3 2017, down 12% quarter-over-quarter.
  • 2 funds opened new SIFCO Industries positions in Q3 2017 and 4 closed out, a net change of -2 holders.
  • The largest SIFCO Industries buyer in Q3 2017 was Shepherd Kaplan Krochuk, an estimated $266K added.
  • The largest SIFCO Industries seller in Q3 2017 was Landscape Capital Management, an estimated $110K sold.

Based on aggregated 13F filings for Q3 2017.