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Stewart Information Services

187 hedge funds and large institutions have $1.15B invested in Stewart Information Services in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 88 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more call options, than puts

Call options by funds: $333K | Put options by funds: $131K

6% more capital invested

Capital invested by funds: $1.09B → $1.15B (+$61.5M)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 188187 (-1)

1.43% less ownership

Funds ownership: 97.45%96.02% (-1.4%)

41% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 88

Holders
187
Holders Change
-1
Holders Change %
-0.53%
% of All Funds
2.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
52
Reduced
88
Closed
15
Calls
$333K
Puts
$131K
Net Calls
+$202K
Net Calls Change
+$309K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$170M -$3.21M -71,044 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$82.3M -$543K -11,995 -0.6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$81.6M +$2.14M +47,426 +3%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$72.7M -$526K -11,630 -0.7%
Macquarie Group
5
Macquarie Group
Australia
$51.6M -$1.58M -34,985 -3%
Victory Capital Management
6
Victory Capital Management
Texas
$47.8M -$25.4M -562,511 -34%
State Street
7
State Street
Massachusetts
$45M -$244K -5,391 -0.5%
Charles Schwab
8
Charles Schwab
California
$41.3M +$2.31M +51,044 +6%
DC
9
Davenport & Co
Virginia
$29.5M
Neuberger Berman Group
10
Neuberger Berman Group
New York
$28.5M +$29.4M +649,910 New
CB
11
Cooke & Bieler
Pennsylvania
$28.1M +$7.43M +164,309 +34%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$24.1M +$880K +19,459 +4%
Northern Trust
13
Northern Trust
Illinois
$20.4M -$29K -641 -0.1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$19.9M -$362K -8,000 -2%
Fuller & Thaler Asset Management
15
Fuller & Thaler Asset Management
California
$17.7M -$49.9K -1,104 -0.3%
GIP
16
Granite Investment Partners
California
$16.5M +$107K +2,370 +0.6%
RA
17
Royce & Associates
New York
$15.4M +$5.81M +128,526 +58%
TCM
18
Tributary Capital Management
Nebraska
$14.8M +$215K +4,758 +1%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$14.4M -$7.21M -159,398 -33%
BCM
20
Bridgeway Capital Management
Texas
$13.8M +$236K +5,214 +2%
Goldman Sachs
21
Goldman Sachs
New York
$12M +$408K +9,032 +3%
CRM
22
Cramer Rosenthal McGlynn
Connecticut
$11.9M -$1.12M -24,709 -8%
Bank of America
23
Bank of America
North Carolina
$11.7M +$595K +13,150 +5%
Morgan Stanley
24
Morgan Stanley
New York
$11.6M +$2.75M +60,824 +30%
GT
25
Glenmede Trust
Pennsylvania
$11.5M -$184K -4,070 -2%

STC Hedge Fund Activity: Q3 2023 in Review

187 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Stewart Information Services (STC) for Q3 2023, worth a combined $1.15B — up 5.6% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new STC positions and 15 closed out — a net gain of 1 holder — while 52 added to existing stakes and 88 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $29.4M. The largest seller was Victory Capital Management, cutting an estimated $25.4M.

  • 187 institutional investors held Stewart Information Services (STC) as of Q3 2023, down from 188 in Q2 2023.
  • Funds reported $1.15B of Stewart Information Services stock for Q3 2023, up 5.6% quarter-over-quarter.
  • 16 funds opened new Stewart Information Services positions in Q3 2023 and 15 closed out, a net change of +1 holder.
  • The largest Stewart Information Services buyer in Q3 2023 was Neuberger Berman Group, an estimated $29.4M added.
  • The largest Stewart Information Services seller in Q3 2023 was Victory Capital Management, an estimated $25.4M sold.

Based on aggregated 13F filings for Q3 2023.