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STEI

STEWART ENTERPRISES INC CL-A
STEI

Delisted

STEI was delisted on the 23rd of December, 2013.

114 hedge funds and large institutions have $993M invested in STEWART ENTERPRISES INC CL-A in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

702% more call options, than puts

Call options by funds: $898K | Put options by funds: $112K

27% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 37

6% more capital invested

Capital invested by funds: $939M → $993M (+$55M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

7% less funds holding

Funds holding: 123114 (-9)

53% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 15

Holders
114
Holders Change
-9
Holders Change %
-7.32%
% of All Funds
3.7%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
7
Increased
47
Reduced
37
Closed
15
Calls
$898K
Puts
$112K
Net Calls
+$786K
Net Calls Change
-$2.13M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$88.5M -$244K -18,567 -0.3%
PCM
2
Pentwater Capital Management
Florida
$84.5M -$15.4M -1,175,000 -15%
HMC
3
Harvard Management Company
Massachusetts
$72.9M +$6.58M +501,200 +10%
AQR Capital Management
4
AQR Capital Management
Connecticut
$62.7M +$41.5M +3,160,175 +196%
WIC
5
Water Island Capital
New York
$59M +$6.23M +474,499 +12%
Vanguard Group
6
Vanguard Group
Pennsylvania
$50.6M -$101K -7,667 -0.2%
Morgan Stanley
7
Morgan Stanley
New York
$44M +$8.61M +655,562 +24%
AAA
8
Alpine Associates Advisors
New Jersey
$37.4M +$2.58M +196,900 +7%
WCMNY
9
Westchester Capital Management (New York)
New York
$31.2M -$111K -8,430 -0.4%
GI
10
GAMCO Investors
Connecticut
$25.8M +$973K +74,100 +4%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$25.6M +$25.6M +1,947,300 New
BIT
12
BlackRock Institutional Trust
California
$25.6M -$908K -69,178 -3%
Bank of America
13
Bank of America
North Carolina
$24.9M +$1.4M +106,320 +6%
BFA
14
BlackRock Fund Advisors
California
$24.6M +$2.95M +224,881 +14%
GF
15
Gabelli Funds
New York
$19.6M +$3.21M +244,357 +20%
LIM
16
Longfellow Investment Management
Massachusetts
$17.9M +$5.64M +430,000 +46%
State Street
17
State Street
Massachusetts
$17.4M -$40.8K -3,107 -0.2%
Renaissance Technologies
18
Renaissance Technologies
New York
$16.6M +$11.4M +871,400 +225%
JP Morgan Chase
19
JP Morgan Chase
New York
$16.1M +$628K +47,857 +4%
Northern Trust
20
Northern Trust
Illinois
$14.1M -$17.3M -1,317,507 -55%
Deutsche Bank
21
Deutsche Bank
Germany
$13.6M +$6.12M +465,859 +82%
GCL
22
Glazer Capital LLC
New York
$13.3M +$2.81M +214,288 +27%
COPPSERS
23
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$12.4M
CS
24
Credit Suisse
Switzerland
$11.3M +$1.86M +141,771 +20%
Hudson Bay Capital Management
25
Hudson Bay Capital Management
Connecticut
$10.7M -$2.24M -170,396 -17%

STEI Hedge Fund Activity: Q3 2013 in Review

114 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in STEWART ENTERPRISES INC CL-A (STEI) for Q3 2013, worth a combined $993M — up 5.9% from $939M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of STEI and 7 opened new positions — a net loss of 8 holders — while 37 trimmed existing stakes and 47 added.

The largest buyer was AQR Capital Management, adding an estimated $41.5M. The largest seller was Northern Trust, cutting an estimated $17.3M.

  • 114 institutional investors held STEWART ENTERPRISES INC CL-A (STEI) as of Q3 2013, down from 123 in Q2 2013.
  • Funds reported $993M of STEWART ENTERPRISES INC CL-A stock for Q3 2013, up 5.9% quarter-over-quarter.
  • 7 funds opened new STEWART ENTERPRISES INC CL-A positions in Q3 2013 and 15 closed out, a net change of -8 holders.
  • The largest STEWART ENTERPRISES INC CL-A buyer in Q3 2013 was AQR Capital Management, an estimated $41.5M added.
  • The largest STEWART ENTERPRISES INC CL-A seller in Q3 2013 was Northern Trust, an estimated $17.3M sold.

Based on aggregated 13F filings for Q3 2013.