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Stewart Information Services

146 hedge funds and large institutions have $1.03B invested in Stewart Information Services in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 44 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

20% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 44

8% more capital invested

Capital invested by funds: $947M → $1.03B (+$79.8M)

3.71% more ownership

Funds ownership: 91.61%95.32% (+3.7%)

5% less funds holding

Funds holding: 154146 (-8)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

47% less call options, than puts

Call options by funds: $207K | Put options by funds: $388K

Holders
146
Holders Change
-8
Holders Change %
-5.19%
% of All Funds
3.65%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
19
Increased
53
Reduced
44
Closed
24
Calls
$207K
Puts
$388K
Net Calls
-$181K
Net Calls Change
+$15K
Name Holding Trade Value Shares
Change
Change in
Stake
SV
1
Starboard Value
New York
$107M
DCM
2
Driehaus Capital Management
Illinois
$93.9M +$91.4M +2,037,438 New
BFA
3
BlackRock Fund Advisors
California
$83.8M +$12.6M +280,262 +18%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$80.9M -$627K -13,963 -0.8%
FAM
5
Foundation Asset Management
New York
$53.7M -$6.53M -145,500 -11%
Vanguard Group
6
Vanguard Group
Pennsylvania
$49.6M +$2.53M +56,441 +6%
BI
7
Bulldog Investors
New Jersey
$47M
BIT
8
BlackRock Institutional Trust
California
$27.5M +$211K +4,706 +0.8%
Wells Fargo
9
Wells Fargo
California
$25.3M +$4.72M +105,260 +24%
JP Morgan Chase
10
JP Morgan Chase
New York
$24.3M +$2.98M +66,436 +14%
State Street
11
State Street
Massachusetts
$24.2M +$3.11M +69,312 +15%
TSW
12
Thompson Siegel & Walmsley
Virginia
$23.8M -$5.92M -131,954 -20%
Victory Capital Management
13
Victory Capital Management
Texas
$23.6M -$5.29M -117,891 -19%
MC
14
MIG Capital
California
$21.9M +$4.39M +97,732 +26%
RCM
15
Roystone Capital Management
New York
$19.8M +$8.11M +180,711 +73%
Renaissance Technologies
16
Renaissance Technologies
New York
$17M +$808K +18,000 +5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$16.2M +$1.78M +39,664 +13%
Northern Trust
18
Northern Trust
Illinois
$14.3M -$4.04M -89,987 -22%
DGI
19
Discovery Group I
Illinois
$13.4M +$13M +290,282 New
GPC
20
Guardian Point Capital
Virginia
$13.1M +$1.12M +25,000 +10%
Boston Partners
21
Boston Partners
Massachusetts
$12.5M +$331K +7,367 +3%
Invesco
22
Invesco
Georgia
$10.8M +$1.19M +26,464 +13%
KAM
23
Kavi Asset Management
New York
$10.3M -$4.64M -103,513 -32%
GIP
24
Granite Investment Partners
California
$9.13M -$316K -7,048 -3%
Charles Schwab
25
Charles Schwab
California
$8.19M +$529K +11,792 +7%

STC Hedge Fund Activity: Q4 2016 in Review

146 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Stewart Information Services (STC) for Q4 2016, worth a combined $1.03B — up 8.4% from $947M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of STC and 19 opened new positions — a net loss of 5 holders — while 44 trimmed existing stakes and 53 added.

The largest buyer was Driehaus Capital Management, opening a new position worth an estimated $91.4M. The largest seller was Wellington Management Group, exiting entirely with an estimated $20.8M sold.

  • 146 institutional investors held Stewart Information Services (STC) as of Q4 2016, down from 154 in Q3 2016.
  • Funds reported $1.03B of Stewart Information Services stock for Q4 2016, up 8.4% quarter-over-quarter.
  • 19 funds opened new Stewart Information Services positions in Q4 2016 and 24 closed out, a net change of -5 holders.
  • The largest Stewart Information Services buyer in Q4 2016 was Driehaus Capital Management, an estimated $91.4M added.
  • The largest Stewart Information Services seller in Q4 2016 was Wellington Management Group, an estimated $20.8M sold.

Based on aggregated 13F filings for Q4 2016.