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Simpson Manufacturing

147 hedge funds and large institutions have $1.4B invested in Simpson Manufacturing in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.13% less ownership

Funds ownership: 81.28%81.15% (-0.13%)

2% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 53

3% less capital invested

Capital invested by funds: $1.44B → $1.4B (-$40.9M)

2% less funds holding

Funds holding: 150147 (-3)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

Holders
147
Holders Change
-3
Holders Change %
-2%
% of All Funds
4.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
52
Reduced
53
Closed
15
Calls
$106K
Puts
Net Calls
+$106K
Net Calls Change
-$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$147M
Vanguard Group
2
Vanguard Group
Pennsylvania
$97M +$3.63M +105,950 +4%
Franklin Resources
3
Franklin Resources
California
$95.4M -$2.21M -64,456 -2%
AI
4
Ariel Investments
Illinois
$90.2M -$1.83M -53,345 -2%
BFA
5
BlackRock Fund Advisors
California
$79.5M -$212K -6,167 -0.3%
State Street
6
State Street
Massachusetts
$58.3M +$4.53M +131,980 +9%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$52.7M -$285K -8,303 -0.6%
SCM
8
Snyder Capital Management
California
$45M -$2.64M -76,925 -6%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$42.4M +$10.2M +297,060 +33%
CCA
10
Conestoga Capital Advisors
Pennsylvania
$38.2M +$5.12M +149,318 +16%
Northern Trust
11
Northern Trust
Illinois
$36.7M -$1.34M -38,990 -4%
BIT
12
BlackRock Institutional Trust
California
$36.4M -$13.7K -399 -0%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$34.4M +$2.3M +67,006 +7%
DRZID
14
DePrince Race & Zollo Inc (DRZ)
Florida
$33.7M +$2.9M +84,620 +10%
BRIM
15
Broad Run Investment Management
Virginia
$30.7M +$152K +4,424 +0.5%
CNB
16
City National Bank
California
$30.3M +$377 +11 +0%
EIP
17
Epoch Investment Partners
New York
$26.4M +$964K +28,110 +4%
VOYA Investment Management
18
VOYA Investment Management
Georgia
$24.3M +$2.63M +76,718 +13%
HIM
19
Hermes Investment Management
United Kingdom
$24.1M -$802K -23,395 -3%
FIM
20
FourPoints Investment Managers
France
$20.9M +$104K +3,035 +0.5%
Schroder Investment Management Group
21
Schroder Investment Management Group
United Kingdom
$20.8M +$3.14M +91,500 +18%
Ameriprise
22
Ameriprise
Minnesota
$20.5M +$407K +11,856 +2%
Wells Fargo
23
Wells Fargo
California
$19.6M +$1.55M +45,249 +9%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$17.3M +$1.08M +31,553 +7%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$17.1M -$828K -24,140 -5%

SSD Hedge Fund Activity: Q1 2014 in Review

147 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Simpson Manufacturing (SSD) for Q1 2014, worth a combined $1.4B — down 2.8% from $1.44B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SSD and 13 opened new positions — a net loss of 2 holders — while 53 trimmed existing stakes and 52 added.

The largest buyer was Gotham Asset Management, adding an estimated $11M. The largest seller was GW Capital, exiting entirely with an estimated $18.6M sold.

  • 147 institutional investors held Simpson Manufacturing (SSD) as of Q1 2014, down from 150 in Q4 2013.
  • Funds reported $1.4B of Simpson Manufacturing stock for Q1 2014, down 2.8% quarter-over-quarter.
  • 13 funds opened new Simpson Manufacturing positions in Q1 2014 and 15 closed out, a net change of -2 holders.
  • The largest Simpson Manufacturing buyer in Q1 2014 was Gotham Asset Management, an estimated $11M added.
  • The largest Simpson Manufacturing seller in Q1 2014 was GW Capital, an estimated $18.6M sold.

Based on aggregated 13F filings for Q1 2014.