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Stewart Information Services

133 hedge funds and large institutions have $802M invested in Stewart Information Services in 2015 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 37

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

4% more funds holding

Funds holding: 128133 (+5)

3.38% more ownership

Funds ownership: 84.84%88.21% (+3.4%)

4% more capital invested

Capital invested by funds: $774M → $802M (+$28.3M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
133
Holders Change
+5
Holders Change %
+3.91%
% of All Funds
3.71%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
17
Increased
55
Reduced
37
Closed
12
Calls
$409K
Puts
Net Calls
+$409K
Net Calls Change
-$157K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$76.6M +$103K +2,593 +0.1%
FAM
2
Foundation Asset Management
New York
$58.6M -$4.96M -125,000 -8%
BFA
3
BlackRock Fund Advisors
California
$55.3M +$1.2M +30,298 +2%
TSW
4
Thompson Siegel & Walmsley
Virginia
$46.3M -$2.27M -57,279 -5%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$44.4M -$861K -21,687 -2%
HCM
6
Hirzel Capital Management
Texas
$36.5M -$10M -252,266 -22%
BCM
7
Basswood Capital Management
New York
$35M +$6.68M +168,245 +24%
Vanguard Group
8
Vanguard Group
Pennsylvania
$34.6M +$578K +14,566 +2%
Victory Capital Management
9
Victory Capital Management
Texas
$28.1M -$1.09M -27,331 -4%
BIT
10
BlackRock Institutional Trust
California
$24.2M +$360K +9,077 +2%
Wells Fargo
11
Wells Fargo
California
$23.6M -$489K -12,324 -2%
Citadel Advisors
12
Citadel Advisors
Florida
$21.6M -$533K -13,432 -2%
State Street
13
State Street
Massachusetts
$17.7M +$623K +15,675 +4%
LCP
14
Lombardia Capital Partners
California
$17.2M -$9.09M -228,917 -35%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$17.1M +$222K +5,600 +1%
TCGI
16
Three Corner Global Investors
New York
$16.3M +$3.94M +99,171 +33%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$15.6M +$1.23M +30,998 +9%
Northern Trust
18
Northern Trust
Illinois
$13.6M -$280K -7,045 -2%
EVM
19
Eaton Vance Management
Massachusetts
$11.4M -$795K -20,014 -7%
CB
20
Cooke & Bieler
Pennsylvania
$11M -$3.01M -75,682 -22%
Morgan Stanley
21
Morgan Stanley
New York
$9.87M +$7M +176,373 +271%
JP Morgan Chase
22
JP Morgan Chase
New York
$9.61M +$2.21M +55,533 +31%
Renaissance Technologies
23
Renaissance Technologies
New York
$9.42M +$1.99M +50,200 +28%
Boston Partners
24
Boston Partners
Massachusetts
$9.16M +$190K +4,784 +2%
GIP
25
Granite Investment Partners
California
$8.1M +$1.45M +36,590 +23%

STC Hedge Fund Activity: Q3 2015 in Review

133 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Stewart Information Services (STC) for Q3 2015, worth a combined $802M — up 3.7% from $774M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new STC positions and 12 closed out — a net gain of 5 holders — while 55 added to existing stakes and 37 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7M. The largest seller was Hirzel Capital Management, cutting an estimated $10M.

  • 133 institutional investors held Stewart Information Services (STC) as of Q3 2015, up from 128 in Q2 2015.
  • Funds reported $802M of Stewart Information Services stock for Q3 2015, up 3.7% quarter-over-quarter.
  • 17 funds opened new Stewart Information Services positions in Q3 2015 and 12 closed out, a net change of +5 holders.
  • The largest Stewart Information Services buyer in Q3 2015 was Morgan Stanley, an estimated $7M added.
  • The largest Stewart Information Services seller in Q3 2015 was Hirzel Capital Management, an estimated $10M sold.

Based on aggregated 13F filings for Q3 2015.