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SMRT

Stein Mart Inc
SMRT

Delisted

SMRT was delisted on the 21st of August, 2020.

120 hedge funds and large institutions have $164M invested in Stein Mart Inc in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 56 increasing their positions, 30 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 30

6% less funds holding

Funds holding: 127120 (-7)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

30% less capital invested

Capital invested by funds: $234M → $164M (-$70M)

98% less call options, than puts

Call options by funds: $33K | Put options by funds: $1.66M

Holders
120
Holders Change
-7
Holders Change %
-5.51%
% of All Funds
3.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
56
Reduced
30
Closed
19
Calls
$33K
Puts
$1.66M
Net Calls
-$1.62M
Net Calls Change
-$1.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$38.3M +$7.57M +948,675 +20%
BFA
2
BlackRock Fund Advisors
California
$12.7M +$1.08M +134,839 +8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$11.2M -$643K -80,541 -5%
PCMI
4
Paradigm Capital Management Inc
New York
$10.9M +$2.9M +363,700 +29%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.22M +$403K +50,533 +4%
FIM
6
Foresters Investment Management
New York
$6.42M +$41.5K +5,200 +0.5%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$5.72M -$2.46M -307,900 -27%
BIT
8
BlackRock Institutional Trust
California
$5.43M -$760K -95,288 -11%
PCM
9
Penn Capital Management
Pennsylvania
$4.5M +$20.2K +2,531 +0.4%
State Street
10
State Street
Massachusetts
$3.8M -$169K -21,217 -4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$3.5M +$847K +106,108 +26%
LSV Asset Management
12
LSV Asset Management
Illinois
$3.33M +$25.5K +3,200 +0.7%
FP
13
Foundry Partners
Minnesota
$2.85M +$408K +51,105 +14%
Northern Trust
14
Northern Trust
Illinois
$2.46M -$77.1K -9,664 -3%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$2.05M +$772K +96,723 +47%
MCM
16
McKinley Capital Management
Alaska
$1.94M +$1.59K +199 +0.1%
AQR Capital Management
17
AQR Capital Management
Connecticut
$1.88M +$106K +13,319 +5%
PAM
18
Panagora Asset Management
Massachusetts
$1.72M +$524K +65,643 +35%
Toronto Dominion Bank
19
Toronto Dominion Bank
Ontario, Canada
$1.66M +$1.96M +246,000 New
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$1.55M +$267K +33,430 +17%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$1.47M -$44.9K -5,629 -3%
Charles Schwab
22
Charles Schwab
California
$1.41M +$270K +33,798 +19%
Principal Financial Group
23
Principal Financial Group
Iowa
$1.29M +$56.9K +7,132 +4%
Renaissance Technologies
24
Renaissance Technologies
New York
$1.21M +$883K +110,608 +161%
GCP
25
GSA Capital Partners
United Kingdom
$1.02M +$486K +60,925 +67%

SMRT Hedge Fund Activity: Q4 2015 in Review

120 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Stein Mart Inc (SMRT) for Q4 2015, worth a combined $164M — down 30% from $234M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of SMRT and 14 opened new positions — a net loss of 5 holders — while 30 trimmed existing stakes and 56 added.

The largest buyer was Royce & Associates, adding an estimated $7.57M. The largest seller was Kalmar Investments, exiting entirely with an estimated $5.93M sold.

  • 120 institutional investors held Stein Mart Inc (SMRT) as of Q4 2015, down from 127 in Q3 2015.
  • Funds reported $164M of Stein Mart Inc stock for Q4 2015, down 30% quarter-over-quarter.
  • 14 funds opened new Stein Mart Inc positions in Q4 2015 and 19 closed out, a net change of -5 holders.
  • The largest Stein Mart Inc buyer in Q4 2015 was Royce & Associates, an estimated $7.57M added.
  • The largest Stein Mart Inc seller in Q4 2015 was Kalmar Investments, an estimated $5.93M sold.

Based on aggregated 13F filings for Q4 2015.