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Simpson Manufacturing

149 hedge funds and large institutions have $1.38B invested in Simpson Manufacturing in 2014 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 53 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $944K | Put options by funds: $422K

16% more capital invested

Capital invested by funds: $1.19B → $1.38B (+$191M)

8% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 53

5% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 19

1.79% less ownership

Funds ownership: 83.46%81.66% (-1.8%)

2% less funds holding

Funds holding: 152149 (-3)

Holders
149
Holders Change
-3
Holders Change %
-1.97%
% of All Funds
3.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
57
Reduced
53
Closed
19
Calls
$944K
Puts
$422K
Net Calls
+$522K
Net Calls Change
+$528K
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$139M -$3.5M -107,440 -3%
AI
2
Ariel Investments
Illinois
$110M +$7.9M +242,625 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$96.5M +$864K +26,532 +1%
BFA
4
BlackRock Fund Advisors
California
$95.8M +$5.95M +182,731 +7%
Franklin Resources
5
Franklin Resources
California
$83.9M -$1.81M -55,700 -2%
CNB
6
City National Bank
California
$59M -$327K -10,040 -0.6%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$47M -$1.39M -42,832 -3%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$45M +$3.44M +105,740 +9%
SCM
9
Snyder Capital Management
California
$41.2M +$334K +10,255 +0.9%
State Street
10
State Street
Massachusetts
$40.9M -$4.97M -152,841 -11%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$40.4M +$2.15M +65,934 +6%
Northern Trust
12
Northern Trust
Illinois
$36.4M +$42.6K +1,309 +0.1%
BIT
13
BlackRock Institutional Trust
California
$34.4M -$1.16M -35,634 -3%
CCA
14
Conestoga Capital Advisors
Pennsylvania
$34.1M -$1.01M -31,066 -3%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$24.3M +$467K +14,350 +2%
EIP
16
Epoch Investment Partners
New York
$23.4M -$87.9K -2,700 -0.4%
RIM
17
RS Investment Management
California
$21.6M +$3.77M +115,880 +23%
Wells Fargo
18
Wells Fargo
California
$20.7M -$1.38M -42,290 -7%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$20.6M -$1.05M -32,400 -5%
PIM
20
Perkins Investment Management
Illinois
$19.4M +$18.2M +559,828 New
Ameriprise
21
Ameriprise
Minnesota
$17.2M -$1.06M -32,632 -6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$16.8M +$146K +4,491 +0.9%
HIM
23
Hermes Investment Management
United Kingdom
$15.1M -$4.58M -140,767 -24%
Norges Bank
24
Norges Bank
Norway
$13.9M +$1.96M +60,300 +18%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$13.9M -$739K -22,718 -5%

SSD Hedge Fund Activity: Q4 2014 in Review

149 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Simpson Manufacturing (SSD) for Q4 2014, worth a combined $1.38B — up 16% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of SSD and 18 opened new positions — a net loss of 1 holder — while 53 trimmed existing stakes and 57 added.

The largest buyer was Perkins Investment Management, opening a new position worth an estimated $18.2M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $19M.

  • 149 institutional investors held Simpson Manufacturing (SSD) as of Q4 2014, down from 152 in Q3 2014.
  • Funds reported $1.38B of Simpson Manufacturing stock for Q4 2014, up 16% quarter-over-quarter.
  • 18 funds opened new Simpson Manufacturing positions in Q4 2014 and 19 closed out, a net change of -1 holder.
  • The largest Simpson Manufacturing buyer in Q4 2014 was Perkins Investment Management, an estimated $18.2M added.
  • The largest Simpson Manufacturing seller in Q4 2014 was DePrince Race & Zollo Inc (DRZ), an estimated $19M sold.

Based on aggregated 13F filings for Q4 2014.