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Stewart Information Services

160 hedge funds and large institutions have $663M invested in Stewart Information Services in 2013 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

31% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 49

21% more capital invested

Capital invested by funds: $549M → $663M (+$113M)

7% more funds holding

Funds holding: 150160 (+10)

2.54% more ownership

Funds ownership: 98.41%100.95% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $381K

Holders
160
Holders Change
+10
Holders Change %
+6.67%
% of All Funds
5.19%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
27
Increased
64
Reduced
49
Closed
16
Calls
Puts
$381K
Net Calls
-$381K
Net Calls Change
+$334K
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Bridgeway Capital Management
Texas
$5.41M -$88.7K -2,900 -2%
HAI
27
Hennessy Advisors Inc
California
$5.24M -$199K -6,500 -4%
First Trust Advisors
28
First Trust Advisors
Illinois
$5.14M +$528K +17,266 +12%
OSAM
29
O'Shaughnessy Asset Management
Connecticut
$4.7M -$2.16M -70,575 -32%
JP Morgan Chase
30
JP Morgan Chase
New York
$4.26M -$1.04M -34,037 -20%
RFC
31
Russell Frank Company
Washington
$4.14M -$2.76M -90,177 -41%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$4.03M +$2.36M +77,075 +158%
Invesco
33
Invesco
Georgia
$3.96M +$691K +22,600 +22%
RP
34
Reinhart Partners
Wisconsin
$3.8M +$3.64M +118,900 New
CCMH
35
Cornerstone Capital Management Holdings
New York
$3.75M -$563K -18,400 -14%
TCIM
36
TIAA CREF Investment Management
New York
$3.68M -$60.1K -1,966 -2%
Principal Financial Group
37
Principal Financial Group
Iowa
$3.65M +$162K +5,290 +5%
American Century Companies
38
American Century Companies
Missouri
$3.56M +$20.5K +672 +0.6%
TI
39
Turner Investments
Pennsylvania
$3.49M +$46.7K +1,528 +1%
Prudential Financial
40
Prudential Financial
New Jersey
$3.46M -$318K -10,400 -9%
Mackenzie Financial
41
Mackenzie Financial
Ontario, Canada
$3.46M -$1.21M -39,420 -27%
CAM
42
ClariVest Asset Management
California
$3.44M -$2.15M -70,410 -40%
EIM
43
Essex Investment Management
Massachusetts
$3.34M +$347K +11,355 +12%
FPA
44
First Pacific Advisors
California
$3.29M +$3.14M +102,800 New
Ameriprise
45
Ameriprise
Minnesota
$3.24M +$20.2K +660 +0.7%
AQR Capital Management
46
AQR Capital Management
Connecticut
$3.22M +$2.15M +70,357 +231%
Geode Capital Management
47
Geode Capital Management
Massachusetts
$3.1M +$103K +3,375 +4%
PCP
48
Perimeter Capital Partners
Georgia
$3.08M +$2.95M +96,389 New
ARM
49
Adirondack Research & Management
New York
$3.05M
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$3.02M +$1.11M +36,200 +62%

STC Hedge Fund Activity: Q3 2013 in Review

160 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Stewart Information Services (STC) for Q3 2013, worth a combined $663M — up 21% from $549M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new STC positions and 16 closed out — a net gain of 11 holders — while 64 added to existing stakes and 49 trimmed.

The largest buyer was Lombardia Capital Partners, opening a new position worth an estimated $21.3M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $11.2M.

  • 160 institutional investors held Stewart Information Services (STC) as of Q3 2013, up from 150 in Q2 2013.
  • Funds reported $663M of Stewart Information Services stock for Q3 2013, up 21% quarter-over-quarter.
  • 27 funds opened new Stewart Information Services positions in Q3 2013 and 16 closed out, a net change of +11 holders.
  • The largest Stewart Information Services buyer in Q3 2013 was Lombardia Capital Partners, an estimated $21.3M added.
  • The largest Stewart Information Services seller in Q3 2013 was Manulife (Manufacturers Life Insurance), an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2013.