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Stewart Information Services

149 hedge funds and large institutions have $702M invested in Stewart Information Services in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 57 increasing their positions, 56 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $663M → $702M (+$39.4M)

2% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 56

0.57% more ownership

Funds ownership: 100.95%101.52% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

7% less funds holding

Funds holding: 160149 (-11)

50% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 22

Holders
149
Holders Change
-11
Holders Change %
-6.88%
% of All Funds
4.33%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
11
Increased
57
Reduced
56
Closed
22
Calls
$2.13M
Puts
Net Calls
+$2.13M
Net Calls Change
+$2.51M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$56.3M +$2.61M +84,147 +5%
FAM
2
Foundation Asset Management
New York
$39.8M +$2.25M +72,581 +6%
BFA
3
BlackRock Fund Advisors
California
$39.1M +$1.19M +38,477 +3%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$35.6M +$11.1M +358,348 +48%
HCM
5
Hirzel Capital Management
Texas
$34.4M +$10.2M +330,008 +45%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$34.1M +$3.33M +107,620 +11%
TSW
7
Thompson Siegel & Walmsley
Virginia
$33.6M -$694K -22,398 -2%
MCM
8
Munder Capital Management
Michigan
$29.3M +$1.7M +55,047 +6%
Vanguard Group
9
Vanguard Group
Pennsylvania
$24.7M +$971K +31,352 +4%
LCP
10
Lombardia Capital Partners
California
$24.2M +$1.58M +51,149 +7%
BCM
11
Basswood Capital Management
New York
$20.3M +$19.5M +630,083 New
BIT
12
BlackRock Institutional Trust
California
$19.2M +$333K +10,760 +2%
EVM
13
Eaton Vance Management
Massachusetts
$14.8M -$241K -7,769 -2%
State Street
14
State Street
Massachusetts
$13.8M +$121K +3,892 +0.9%
CB
15
Cooke & Bieler
Pennsylvania
$13.4M -$805K -25,982 -6%
Northern Trust
16
Northern Trust
Illinois
$11.2M -$53.1K -1,716 -0.5%
Lazard Asset Management
17
Lazard Asset Management
New York
$11M
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$10.9M -$5.75M -185,719 -35%
RA
19
Royce & Associates
New York
$9.94M
Morgan Stanley
20
Morgan Stanley
New York
$9.7M +$2.71M +87,613 +41%
Allianz Asset Management
21
Allianz Asset Management
Germany
$8.31M -$2.04M -66,026 -20%
Renaissance Technologies
22
Renaissance Technologies
New York
$8.31M +$5.69M +183,600 +248%
Boston Partners
23
Boston Partners
Massachusetts
$7.69M -$68.8K -2,220 -0.9%
RP
24
Reinhart Partners
Wisconsin
$7.25M +$3.28M +105,830 +89%
HW
25
Hancock Whitney
Mississippi
$6.7M +$1,000K +32,280 +18%

STC Hedge Fund Activity: Q4 2013 in Review

149 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Stewart Information Services (STC) for Q4 2013, worth a combined $702M — up 5.9% from $663M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of STC and 11 opened new positions — a net loss of 11 holders — while 56 trimmed existing stakes and 57 added.

The largest buyer was Basswood Capital Management, opening a new position worth an estimated $19.5M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $26.5M.

  • 149 institutional investors held Stewart Information Services (STC) as of Q4 2013, down from 160 in Q3 2013.
  • Funds reported $702M of Stewart Information Services stock for Q4 2013, up 5.9% quarter-over-quarter.
  • 11 funds opened new Stewart Information Services positions in Q4 2013 and 22 closed out, a net change of -11 holders.
  • The largest Stewart Information Services buyer in Q4 2013 was Basswood Capital Management, an estimated $19.5M added.
  • The largest Stewart Information Services seller in Q4 2013 was Manulife (Manufacturers Life Insurance), an estimated $26.5M sold.

Based on aggregated 13F filings for Q4 2013.