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Simpson Manufacturing

138 hedge funds and large institutions have $1.29B invested in Simpson Manufacturing in 2013 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 59 increasing their positions, 42 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

151% more call options, than puts

Call options by funds: $751K | Put options by funds: $299K

40% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 42

12% more capital invested

Capital invested by funds: $1.16B → $1.29B (+$135M)

7% more funds holding

Funds holding: 129138 (+9)

0.79% more ownership

Funds ownership: 80.94%81.73% (+0.79%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
138
Holders Change
+9
Holders Change %
+6.98%
% of All Funds
4.47%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
59
Reduced
42
Closed
5
Calls
$751K
Puts
$299K
Net Calls
+$452K
Net Calls Change
+$440K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$148M -$10.3M -324,000 -7%
Franklin Resources
2
Franklin Resources
California
$88M +$7.66M +241,136 +10%
AI
3
Ariel Investments
Illinois
$84.2M +$1.19M +37,580 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$83.2M +$2.73M +86,089 +3%
BFA
5
BlackRock Fund Advisors
California
$71.7M +$6.79M +213,860 +11%
SCM
6
Snyder Capital Management
California
$56.7M -$5.89M -185,330 -10%
State Street
7
State Street
Massachusetts
$49.7M -$18.3M -575,467 -27%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$49.6M -$392K -12,350 -0.8%
Northern Trust
9
Northern Trust
Illinois
$34.3M +$1.19M +37,428 +4%
BIT
10
BlackRock Institutional Trust
California
$33.8M -$2.52M -79,331 -7%
DRZID
11
DePrince Race & Zollo Inc (DRZ)
Florida
$29.6M -$702K -22,120 -2%
CNB
12
City National Bank
California
$28M -$127K -4,000 -0.5%
BRIM
13
Broad Run Investment Management
Virginia
$27.9M +$86.2K +2,714 +0.3%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$27.6M +$1.31M +41,350 +5%
CCA
15
Conestoga Capital Advisors
Pennsylvania
$25.8M -$182K -5,745 -0.7%
GC
16
GW Capital
Washington
$24.4M -$8.16M -257,033 -26%
HIM
17
Hermes Investment Management
United Kingdom
$23.7M +$2.93M +92,149 +14%
EIP
18
Epoch Investment Partners
New York
$23.3M +$3.84M +120,912 +20%
FIM
19
FourPoints Investment Managers
France
$23.1M +$17.7M +558,063 +369%
VOYA Investment Management
20
VOYA Investment Management
Georgia
$19.5M +$1.06M +33,400 +6%
Ameriprise
21
Ameriprise
Minnesota
$18.1M -$182K -5,722 -1%
Wells Fargo
22
Wells Fargo
California
$17.8M +$119K +3,763 +0.7%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$17.7M -$59.1K -1,860 -0.3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$15.7M +$2.63M +82,699 +21%
BTW
25
Boston Trust Walden
Massachusetts
$15.3M -$4.23M -133,094 -22%

SSD Hedge Fund Activity: Q3 2013 in Review

138 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Simpson Manufacturing (SSD) for Q3 2013, worth a combined $1.29B — up 12% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SSD positions and 5 closed out — a net gain of 10 holders — while 59 added to existing stakes and 42 trimmed.

The largest buyer was FourPoints Investment Managers, adding an estimated $17.7M. The largest seller was State Street, cutting an estimated $18.3M.

  • 138 institutional investors held Simpson Manufacturing (SSD) as of Q3 2013, up from 129 in Q2 2013.
  • Funds reported $1.29B of Simpson Manufacturing stock for Q3 2013, up 12% quarter-over-quarter.
  • 15 funds opened new Simpson Manufacturing positions in Q3 2013 and 5 closed out, a net change of +10 holders.
  • The largest Simpson Manufacturing buyer in Q3 2013 was FourPoints Investment Managers, an estimated $17.7M added.
  • The largest Simpson Manufacturing seller in Q3 2013 was State Street, an estimated $18.3M sold.

Based on aggregated 13F filings for Q3 2013.