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Stewart Information Services

161 hedge funds and large institutions have $811M invested in Stewart Information Services in 2019 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 68 increasing their positions, 34 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 34

73% more call options, than puts

Call options by funds: $13.5M | Put options by funds: $7.81M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 24

1% more funds holding

Funds holding: 159161 (+2)

1.58% less ownership

Funds ownership: 89.67%88.09% (-1.6%)

6% less capital invested

Capital invested by funds: $866M → $811M (-$55.1M)

Holders
161
Holders Change
+2
Holders Change %
+1.26%
% of All Funds
3.53%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
27
Increased
68
Reduced
34
Closed
24
Calls
$13.5M
Puts
$7.81M
Net Calls
+$5.68M
Net Calls Change
+$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$135M -$348K -9,347 -0.3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$75.9M -$187K -5,022 -0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$55.4M +$1.12M +29,951 +2%
Victory Capital Management
4
Victory Capital Management
Texas
$52.4M +$50.3M +1,350,220 New
Wells Fargo
5
Wells Fargo
California
$42.8M +$2.28M +61,106 +6%
Renaissance Technologies
6
Renaissance Technologies
New York
$36.8M +$5.2M +139,700 +17%
Invesco
7
Invesco
Georgia
$30.2M +$4.38M +117,735 +18%
State Street
8
State Street
Massachusetts
$27.6M +$432K +11,613 +2%
TSW
9
Thompson Siegel & Walmsley
Virginia
$26.4M +$7.7M +206,785 +44%
MF
10
Magnetar Financial
Illinois
$16M -$20.2M -542,380 -57%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$15M +$885K +23,766 +7%
PCM
12
Penn Capital Management
Pennsylvania
$13.1M +$12.5M +336,815 New
Northern Trust
13
Northern Trust
Illinois
$12.6M +$211K +5,677 +2%
AA
14
AQR Arbitrage
Connecticut
$12.4M -$7.93M -213,001 -40%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$11.7M -$1M -26,871 -8%
Charles Schwab
16
Charles Schwab
California
$11.4M +$617K +16,565 +6%
WC
17
Walthausen & Co
New York
$11.1M +$6.26M +168,040 +143%
BCIM
18
Burford Capital Investment Management
Illinois
$10.7M
OWA
19
Outlook Wealth Advisors
Texas
$9.57M
Goldman Sachs
20
Goldman Sachs
New York
$9.17M +$633K +16,995 +8%
Millennium Management
21
Millennium Management
New York
$8M -$2.68M -72,053 -26%
RA
22
Royce & Associates
New York
$7.37M +$7.08M +190,000 New
Principal Financial Group
23
Principal Financial Group
Iowa
$7.3M -$114K -3,054 -2%
State of Wisconsin Investment Board
24
State of Wisconsin Investment Board
Wisconsin
$7.07M +$95.9K +2,575 +1%
MWNA
25
Marshall Wace North America
New York
$6.75M +$5.38M +144,358 +488%

STC Hedge Fund Activity: Q3 2019 in Review

161 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Stewart Information Services (STC) for Q3 2019, worth a combined $811M — down 6.4% from $866M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new STC positions and 24 closed out — a net gain of 3 holders — while 68 added to existing stakes and 34 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $50.3M. The largest seller was MIG Capital, exiting entirely with an estimated $32.6M sold.

  • 161 institutional investors held Stewart Information Services (STC) as of Q3 2019, up from 159 in Q2 2019.
  • Funds reported $811M of Stewart Information Services stock for Q3 2019, down 6.4% quarter-over-quarter.
  • 27 funds opened new Stewart Information Services positions in Q3 2019 and 24 closed out, a net change of +3 holders.
  • The largest Stewart Information Services buyer in Q3 2019 was Victory Capital Management, an estimated $50.3M added.
  • The largest Stewart Information Services seller in Q3 2019 was MIG Capital, an estimated $32.6M sold.

Based on aggregated 13F filings for Q3 2019.