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Stewart Information Services

200 hedge funds and large institutions have $1.59B invested in Stewart Information Services in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 81 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more call options, than puts

Call options by funds: $99K | Put options by funds: $29K

125% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more capital invested

Capital invested by funds: $1.15B → $1.59B (+$438M)

7% more funds holding

Funds holding: 187200 (+13)

2.78% more ownership

Funds ownership: 96.02%98.79% (+2.8%)

21% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 81

Holders
200
Holders Change
+13
Holders Change %
+6.95%
% of All Funds
2.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
64
Reduced
81
Closed
12
Calls
$99K
Puts
$29K
Net Calls
+$70K
Net Calls Change
-$132K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$234M +$4.14M +87,309 +2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$113M +$2.83M +59,639 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$112M +$1.28M +26,897 +1%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$96.9M -$512K -10,785 -0.6%
Macquarie Group
5
Macquarie Group
Australia
$66.6M -$2.15M -45,243 -4%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$64.9M +$21.6M +454,782 +70%
State Street
7
State Street
Massachusetts
$62.6M +$1.75M +36,878 +4%
Charles Schwab
8
Charles Schwab
California
$55.9M +$380K +8,004 +0.8%
Victory Capital Management
9
Victory Capital Management
Texas
$47.1M -$13.7M -289,032 -27%
DC
10
Davenport & Co
Virginia
$41.5M +$1.48M +31,211 +5%
Morgan Stanley
11
Morgan Stanley
New York
$40.1M +$19.8M +418,064 +158%
CB
12
Cooke & Bieler
Pennsylvania
$37.2M -$359K -7,565 -1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$34M +$1.36M +28,648 +5%
Northern Trust
14
Northern Trust
Illinois
$26.9M -$344K -7,248 -2%
Fuller & Thaler Asset Management
15
Fuller & Thaler Asset Management
California
$23.8M +$21.3K +450 +0.1%
GIP
16
Granite Investment Partners
California
$21.3M -$699K -14,738 -4%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$20.2M +$16.2M +342,428 +24,886%
TCM
18
Tributary Capital Management
Nebraska
$19.5M -$290K -6,116 -2%
Citadel Advisors
19
Citadel Advisors
Florida
$19.1M +$9.17M +193,373 +146%
N
20
Nuveen
North Carolina
$18.6M +$10M +210,822 +198%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$18.5M -$6.66M -140,411 -31%
Invesco
22
Invesco
Georgia
$17.3M +$2.64M +55,561 +23%
BCM
23
Bridgeway Capital Management
Texas
$17.1M -$1.12M -23,585 -7%
CRM
24
Cramer Rosenthal McGlynn
Connecticut
$16.8M +$737K +15,543 +6%
RA
25
Royce & Associates
New York
$15.7M -$4.01M -84,560 -24%

STC Hedge Fund Activity: Q4 2023 in Review

200 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Stewart Information Services (STC) for Q4 2023, worth a combined $1.59B — up 38% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new STC positions and 12 closed out — a net gain of 15 holders — while 64 added to existing stakes and 81 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $21.6M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $14.4M sold.

  • 200 institutional investors held Stewart Information Services (STC) as of Q4 2023, up from 187 in Q3 2023.
  • Funds reported $1.59B of Stewart Information Services stock for Q4 2023, up 38% quarter-over-quarter.
  • 27 funds opened new Stewart Information Services positions in Q4 2023 and 12 closed out, a net change of +15 holders.
  • The largest Stewart Information Services buyer in Q4 2023 was Neuberger Berman Group, an estimated $21.6M added.
  • The largest Stewart Information Services seller in Q4 2023 was Lord, Abbett & Co, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2023.