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Stewart Information Services

152 hedge funds and large institutions have $758M invested in Stewart Information Services in 2016 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 38

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

3% more funds holding

Funds holding: 147152 (+5)

0.33% less ownership

Funds ownership: 93.05%92.72% (-0.33%)

2% less capital invested

Capital invested by funds: $772M → $758M (-$14M)

Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
4.05%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
22
Increased
66
Reduced
38
Closed
17
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$393K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$68.4M -$132K -3,901 -0.2%
BFA
2
BlackRock Fund Advisors
California
$52.9M +$3.03M +89,446 +7%
FAM
3
Foundation Asset Management
New York
$47.7M -$3.73M -109,946 -8%
BI
4
Bulldog Investors
New Jersey
$41.1M -$190K -5,599 -0.5%
BCM
5
Basswood Capital Management
New York
$36.3M -$346K -10,199 -1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$33.7M -$1.12M -33,051 -3%
Vanguard Group
7
Vanguard Group
Pennsylvania
$33.6M +$2.26M +66,600 +8%
TSW
8
Thompson Siegel & Walmsley
Virginia
$29.4M +$5.56K +164 +0%
Victory Capital Management
9
Victory Capital Management
Texas
$26.6M +$1.68M +49,574 +7%
Wells Fargo
10
Wells Fargo
California
$25.9M +$3.33M +98,245 +16%
BIT
11
BlackRock Institutional Trust
California
$21.5M -$6.74K -199 -0%
JP Morgan Chase
12
JP Morgan Chase
New York
$20M +$11M +324,024 +143%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$19M +$2.64M +77,994 +17%
Renaissance Technologies
14
Renaissance Technologies
New York
$17.2M +$5.35M +158,000 +50%
State Street
15
State Street
Massachusetts
$16.5M +$307K +9,062 +2%
LCP
16
Lombardia Capital Partners
California
$15.8M +$849K +25,047 +6%
Northern Trust
17
Northern Trust
Illinois
$13.2M +$374K +11,039 +3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$12.5M +$270K +7,966 +2%
TCGI
19
Three Corner Global Investors
New York
$12.4M +$2.81M +82,800 +32%
CB
20
Cooke & Bieler
Pennsylvania
$11.8M +$2.85M +84,215 +35%
EVM
21
Eaton Vance Management
Massachusetts
$9.93M -$78.4K -2,315 -0.8%
ECM
22
Engine Capital Management
New York
$8.72M
Boston Partners
23
Boston Partners
Massachusetts
$8.68M +$270K +7,982 +3%
GIP
24
Granite Investment Partners
California
$7.2M -$46.9K -1,384 -0.7%
NM
25
Newtyn Management
New York
$6.31M +$5.89M +173,827 New

STC Hedge Fund Activity: Q1 2016 in Review

152 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Stewart Information Services (STC) for Q1 2016, worth a combined $758M — down 1.8% from $772M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new STC positions and 17 closed out — a net gain of 5 holders — while 66 added to existing stakes and 38 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $11M. The largest seller was Hirzel Capital Management, cutting an estimated $23.1M.

  • 152 institutional investors held Stewart Information Services (STC) as of Q1 2016, up from 147 in Q4 2015.
  • Funds reported $758M of Stewart Information Services stock for Q1 2016, down 1.8% quarter-over-quarter.
  • 22 funds opened new Stewart Information Services positions in Q1 2016 and 17 closed out, a net change of +5 holders.
  • The largest Stewart Information Services buyer in Q1 2016 was JP Morgan Chase, an estimated $11M added.
  • The largest Stewart Information Services seller in Q1 2016 was Hirzel Capital Management, an estimated $23.1M sold.

Based on aggregated 13F filings for Q1 2016.