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Stewart Information Services

172 hedge funds and large institutions have $885M invested in Stewart Information Services in 2019 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 73 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 17

66% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 44

9% more capital invested

Capital invested by funds: $811M → $885M (+$74.2M)

7% more funds holding

Funds holding: 161172 (+11)

3.36% more ownership

Funds ownership: 88.09%91.45% (+3.4%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

52% less call options, than puts

Call options by funds: $1.12M | Put options by funds: $2.36M

Holders
172
Holders Change
+11
Holders Change %
+6.83%
% of All Funds
3.39%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
29
Increased
73
Reduced
44
Closed
17
Calls
$1.12M
Puts
$2.36M
Net Calls
-$1.24M
Net Calls Change
-$6.92M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$142M -$492K -11,998 -0.3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$78.5M -$1.33M -32,481 -2%
Victory Capital Management
3
Victory Capital Management
Texas
$73.8M +$18.9M +459,756 +34%
Vanguard Group
4
Vanguard Group
Pennsylvania
$63.1M +$4.84M +118,132 +8%
Wells Fargo
5
Wells Fargo
California
$54.3M +$9.27M +226,087 +20%
Renaissance Technologies
6
Renaissance Technologies
New York
$44.7M +$6.02M +146,713 +15%
State Street
7
State Street
Massachusetts
$29.8M +$838K +20,430 +3%
Invesco
8
Invesco
Georgia
$26.3M -$5.43M -132,469 -17%
TSW
9
Thompson Siegel & Walmsley
Virginia
$23.2M -$4.57M -111,339 -16%
Goldman Sachs
10
Goldman Sachs
New York
$17.7M +$8.05M +196,389 +83%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$16.6M +$855K +20,842 +5%
RA
12
Royce & Associates
New York
$13.4M +$5.65M +137,900 +73%
Northern Trust
13
Northern Trust
Illinois
$13.1M -$128K -3,129 -1%
PCM
14
Penn Capital Management
Pennsylvania
$13M -$703K -17,135 -5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$12.7M +$494K +12,038 +4%
Jacobs Levy Equity Management
16
Jacobs Levy Equity Management
New Jersey
$12.7M +$9.96M +242,872 +355%
Charles Schwab
17
Charles Schwab
California
$12.3M +$282K +6,886 +2%
OWA
18
Outlook Wealth Advisors
Texas
$10.1M
Millennium Management
19
Millennium Management
New York
$9.74M +$1.33M +32,519 +16%
Ameriprise
20
Ameriprise
Minnesota
$7.91M +$1.89M +46,099 +31%
Principal Financial Group
21
Principal Financial Group
Iowa
$7.69M +$5.74K +140 +0.1%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$7.35M +$395K +9,642 +6%
UBS Group
23
UBS Group
Switzerland
$7.06M +$3.36M +81,891 +90%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$6.96M +$2.73M +66,570 +64%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
25
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.73M +$6.77M +165,000 New

STC Hedge Fund Activity: Q4 2019 in Review

172 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Stewart Information Services (STC) for Q4 2019, worth a combined $885M — up 9.2% from $811M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new STC positions and 17 closed out — a net gain of 12 holders — while 73 added to existing stakes and 44 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $18.9M. The largest seller was Magnetar Financial, exiting entirely with an estimated $16M sold.

  • 172 institutional investors held Stewart Information Services (STC) as of Q4 2019, up from 161 in Q3 2019.
  • Funds reported $885M of Stewart Information Services stock for Q4 2019, up 9.2% quarter-over-quarter.
  • 29 funds opened new Stewart Information Services positions in Q4 2019 and 17 closed out, a net change of +12 holders.
  • The largest Stewart Information Services buyer in Q4 2019 was Victory Capital Management, an estimated $18.9M added.
  • The largest Stewart Information Services seller in Q4 2019 was Magnetar Financial, an estimated $16M sold.

Based on aggregated 13F filings for Q4 2019.