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Stewart Information Services

151 hedge funds and large institutions have $716M invested in Stewart Information Services in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 54 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

11% more capital invested

Capital invested by funds: $645M → $716M (+$71.4M)

3% more funds holding

Funds holding: 146151 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9.15% less ownership

Funds ownership: 102.02%92.87% (-9.2%)

11% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 54

Holders
151
Holders Change
+5
Holders Change %
+3.42%
% of All Funds
3.1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
22
Increased
48
Reduced
54
Closed
17
Calls
$396K
Puts
Net Calls
+$396K
Net Calls Change
+$664K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$111M -$946K -31,447 -0.9%
Victory Capital Management
2
Victory Capital Management
Texas
$82.8M -$64.4M -2,139,533 -46%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$60.7M +$225K +7,491 +0.4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$50.1M -$305K -10,131 -0.7%
Wells Fargo
5
Wells Fargo
California
$43M +$429K +14,262 +1%
Renaissance Technologies
6
Renaissance Technologies
New York
$38.3M +$1.31M +43,400 +4%
State Street
7
State Street
Massachusetts
$26.3M +$15.5K +515 +0.1%
TSW
8
Thompson Siegel & Walmsley
Virginia
$16.7M -$1.71M -56,930 -10%
Goldman Sachs
9
Goldman Sachs
New York
$14.8M +$763K +25,368 +6%
Invesco
10
Invesco
Georgia
$14.2M -$4.39M -145,912 -25%
PCM
11
Penn Capital Management
Pennsylvania
$12.8M -$989K -32,870 -8%
Northern Trust
12
Northern Trust
Illinois
$12.7M +$2.12M +70,316 +22%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$12.2M -$592K -19,669 -5%
RA
14
Royce & Associates
New York
$11.3M +$121K +4,036 +1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$10.8M -$86.1K -2,862 -0.9%
Charles Schwab
16
Charles Schwab
California
$9.9M -$644K -21,397 -7%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$9.4M +$101K +3,359 +1%
DRZID
18
DePrince Race & Zollo Inc (DRZ)
Florida
$8.39M +$7.76M +258,032 New
OWA
19
Outlook Wealth Advisors
Texas
$8.03M
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$6.78M -$578K -19,212 -8%
Ameriprise
21
Ameriprise
Minnesota
$6.63M +$426K +14,145 +7%
Principal Financial Group
22
Principal Financial Group
Iowa
$6.23M +$323K +10,743 +6%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$5.61M +$1.4M +46,472 +37%
RC
24
RBF Capital
California
$4.95M -$237K -7,881 -5%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$4.92M -$298K -9,910 -6%

STC Hedge Fund Activity: Q2 2020 in Review

151 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Stewart Information Services (STC) for Q2 2020, worth a combined $716M — up 11% from $645M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new STC positions and 17 closed out — a net gain of 5 holders — while 48 added to existing stakes and 54 trimmed.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $7.76M. The largest seller was Victory Capital Management, cutting an estimated $64.4M.

  • 151 institutional investors held Stewart Information Services (STC) as of Q2 2020, up from 146 in Q1 2020.
  • Funds reported $716M of Stewart Information Services stock for Q2 2020, up 11% quarter-over-quarter.
  • 22 funds opened new Stewart Information Services positions in Q2 2020 and 17 closed out, a net change of +5 holders.
  • The largest Stewart Information Services buyer in Q2 2020 was DePrince Race & Zollo Inc (DRZ), an estimated $7.76M added.
  • The largest Stewart Information Services seller in Q2 2020 was Victory Capital Management, an estimated $64.4M sold.

Based on aggregated 13F filings for Q2 2020.