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Stewart Information Services

155 hedge funds and large institutions have $975M invested in Stewart Information Services in 2017 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 51 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

13% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 45

6% more funds holding

Funds holding: 146155 (+9)

1.14% less ownership

Funds ownership: 95.32%94.18% (-1.1%)

5% less capital invested

Capital invested by funds: $1.03B → $975M (-$51.5M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

55% less call options, than puts

Call options by funds: $500K | Put options by funds: $1.12M

Holders
155
Holders Change
+9
Holders Change %
+6.16%
% of All Funds
3.86%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.1%
New
29
Increased
51
Reduced
45
Closed
14
Calls
$500K
Puts
$1.12M
Net Calls
-$622K
Net Calls Change
-$441K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$129M +$128M +2,903,294 +53,458%
SV
2
Starboard Value
New York
$102M
DCM
3
Driehaus Capital Management
Illinois
$89.7M -$315K -7,164 -0.4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$82.6M +$5.06M +114,878 +7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$51.3M +$3.71M +84,343 +8%
FAM
6
Foundation Asset Management
New York
$47.6M -$3.89M -88,432 -8%
BI
7
Bulldog Investors
New Jersey
$42.6M -$2.43M -55,175 -5%
Wells Fargo
8
Wells Fargo
California
$28.3M +$4.02M +91,277 +17%
State Street
9
State Street
Massachusetts
$24.7M +$1.47M +33,451 +6%
MC
10
MIG Capital
California
$24.6M +$3.66M +83,195 +18%
TSW
11
Thompson Siegel & Walmsley
Virginia
$23.2M +$377K +8,560 +2%
RCM
12
Roystone Capital Management
New York
$21.9M +$2.91M +66,000 +15%
Victory Capital Management
13
Victory Capital Management
Texas
$21.6M -$1.08M -24,615 -5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$16.1M +$492K +11,166 +3%
JP Morgan Chase
15
JP Morgan Chase
New York
$15.9M -$7.38M -167,544 -32%
Northern Trust
16
Northern Trust
Illinois
$12.9M -$815K -18,507 -6%
Renaissance Technologies
17
Renaissance Technologies
New York
$12.2M -$4.09M -92,900 -25%
Boston Partners
18
Boston Partners
Massachusetts
$12.2M +$262K +5,955 +2%
Millennium Management
19
Millennium Management
New York
$12.1M +$7.4M +168,187 +158%
Invesco
20
Invesco
Georgia
$11.5M +$1.16M +26,293 +11%
DGI
21
Discovery Group I
Illinois
$8.96M -$3.85M -87,378 -30%
Charles Schwab
22
Charles Schwab
California
$8.86M +$1.01M +22,954 +13%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$8.59M +$5.17M +117,397 +153%
Principal Financial Group
24
Principal Financial Group
Iowa
$7.85M +$54.1K +1,229 +0.7%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$7.76M +$485K +11,007 +7%

STC Hedge Fund Activity: Q1 2017 in Review

155 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Stewart Information Services (STC) for Q1 2017, worth a combined $975M — down 5% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new STC positions and 14 closed out — a net gain of 15 holders — while 51 added to existing stakes and 45 trimmed.

The largest buyer was BlackRock, adding an estimated $128M. The largest seller was Guardian Point Capital, exiting entirely with an estimated $13.1M sold.

  • 155 institutional investors held Stewart Information Services (STC) as of Q1 2017, up from 146 in Q4 2016.
  • Funds reported $975M of Stewart Information Services stock for Q1 2017, down 5% quarter-over-quarter.
  • 29 funds opened new Stewart Information Services positions in Q1 2017 and 14 closed out, a net change of +15 holders.
  • The largest Stewart Information Services buyer in Q1 2017 was BlackRock, an estimated $128M added.
  • The largest Stewart Information Services seller in Q1 2017 was Guardian Point Capital, an estimated $13.1M sold.

Based on aggregated 13F filings for Q1 2017.