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Stewart Information Services

153 hedge funds and large institutions have $777M invested in Stewart Information Services in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 62 increasing their positions, 39 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 39

3.91% less ownership

Funds ownership: 90.62%86.71% (-3.9%)

7% less funds holding

Funds holding: 164153 (-11)

20% less capital invested

Capital invested by funds: $975M → $777M (-$197M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

38% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 24

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $698K

Holders
153
Holders Change
-11
Holders Change %
-6.71%
% of All Funds
3.81%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
15
Increased
62
Reduced
39
Closed
24
Calls
Puts
$698K
Net Calls
-$698K
Net Calls Change
-$916K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$108M +$4.46M +114,304 +4%
SV
2
Starboard Value
New York
$87.4M
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$74.3M +$1.04M +26,682 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$46.7M +$1.97M +50,415 +4%
Wells Fargo
5
Wells Fargo
California
$28.8M +$3.58M +91,643 +14%
BI
6
Bulldog Investors
New Jersey
$27M -$1.68M -43,153 -6%
MC
7
MIG Capital
California
$23.6M +$2.66M +68,073 +12%
TSW
8
Thompson Siegel & Walmsley
Virginia
$23.3M +$6.08M +155,770 +34%
LCM
9
Laurion Capital Management
New York
$22.3M +$23M +589,870 New
State Street
10
State Street
Massachusetts
$21.4M -$949K -24,317 -4%
FAM
11
Foundation Asset Management
New York
$19.9M -$5.88M -150,700 -22%
RCM
12
Roystone Capital Management
New York
$17M
Bank of New York Mellon
13
Bank of New York Mellon
New York
$13M -$532K -13,635 -4%
Goldman Sachs
14
Goldman Sachs
New York
$12.3M +$7M +179,526 +122%
JP Morgan Chase
15
JP Morgan Chase
New York
$12M -$1.51M -38,688 -11%
MWNA
16
Marshall Wace North America
New York
$11.4M +$10.6M +272,722 +1,024%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$11.2M +$3.38M +86,695 +41%
Citadel Advisors
18
Citadel Advisors
Florida
$10.6M +$8.96M +229,651 +452%
Northern Trust
19
Northern Trust
Illinois
$10.6M -$336K -8,604 -3%
Boston Partners
20
Boston Partners
Massachusetts
$10.3M -$105K -2,702 -1%
Invesco
21
Invesco
Georgia
$10.3M +$1.21M +31,115 +13%
American Century Companies
22
American Century Companies
Missouri
$10.1M +$4.76M +121,959 +84%
Renaissance Technologies
23
Renaissance Technologies
New York
$9.07M +$42.9K +1,100 +0.5%
Charles Schwab
24
Charles Schwab
California
$8.02M +$203K +5,210 +3%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$7.73M +$752K +19,278 +10%

STC Hedge Fund Activity: Q3 2017 in Review

153 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Stewart Information Services (STC) for Q3 2017, worth a combined $777M — down 20% from $975M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of STC and 15 opened new positions — a net loss of 9 holders — while 39 trimmed existing stakes and 62 added.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $23M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $90.8M sold.

  • 153 institutional investors held Stewart Information Services (STC) as of Q3 2017, down from 164 in Q2 2017.
  • Funds reported $777M of Stewart Information Services stock for Q3 2017, down 20% quarter-over-quarter.
  • 15 funds opened new Stewart Information Services positions in Q3 2017 and 24 closed out, a net change of -9 holders.
  • The largest Stewart Information Services buyer in Q3 2017 was Laurion Capital Management, an estimated $23M added.
  • The largest Stewart Information Services seller in Q3 2017 was Driehaus Capital Management, an estimated $90.8M sold.

Based on aggregated 13F filings for Q3 2017.