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Stellantis

251 hedge funds and large institutions have $3.33B invested in Stellantis in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 82 increasing their positions, 91 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.29% more ownership

Funds ownership: 29.25%29.54% (+0.29%)

10% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 91

7% less funds holding

Funds holding: 270251 (-19)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

29% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 49

51% less capital invested

Capital invested by funds: $6.74B → $3.33B (-$3.41B)

66% less call options, than puts

Call options by funds: $105M | Put options by funds: $313M

Holders
251
Holders Change
-19
Holders Change %
-7.04%
% of All Funds
5.53%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.18%
New
35
Increased
82
Reduced
91
Closed
49
Calls
$105M
Puts
$313M
Net Calls
-$208M
Net Calls Change
-$49.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Allworth Financial
California
$2K +$948 +80 +80%
PWMG
227
Prestige Wealth Management Group
New Jersey
$2K +$3.42K +289 New
BL
228
Balentine LLC
Georgia
$2K +$3.56K +300 New
LWM
229
Lenox Wealth Management
Ohio
$2K +$4.19K +354 New
AIA
230
Arcadia Investment Advisors
Idaho
$1.44K +$2.37K +200 New
AssetMark Inc
231
AssetMark Inc
California
$1K -$26.4K -2,227 -95%
ASN
232
Advisory Services Network
Georgia
$1K -$2.71K -229 -68%
EARNEST Partners
233
EARNEST Partners
Georgia
$1K
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$1K
IBOK
235
Independence Bank of Kentucky
Kentucky
$1K
NFG
236
Next Financial Group
Texas
$1K
TPWA
237
TRUE Private Wealth Advisors
Oregon
$1K
WT
238
Whittier Trust
California
$1K +$1.03K +87 New
WT
239
Washington Trust
Rhode Island
$1K +$1.19K +100 New
KPW
240
Kore Private Wealth
New York
$1K +$1.69K +143 New
ST
241
Sageworth Trust
Pennsylvania
$1K +$2.04K +172 New
KFS
242
Kelly Financial Services
Massachusetts
$703
EW
243
Evoke Wealth
California
$531 -$166 -14 -16%
FCH
244
Freestone Capital Holdings
Washington
$321 -$1.24M -104,677 -70%
FGAM
245
Financial Gravity Asset Management
Texas
$69 -$284 -24 -71%
SAM
246
Sandbar Asset Management
United Kingdom
-$12.1M -826,028 Closed
ED
247
Exane Derivatives
France
-$8.64M -729,277 Closed
MFS
248
Mirabella Financial Services
United Kingdom
-$9.19M -621,215 Closed
AC
249
Albar Capital
United Kingdom
-$8.96M -609,712 Closed
SG Americas Securities
250
SG Americas Securities
New York
-$5.68M -479,490 Closed

STLA Hedge Fund Activity: Q1 2020 in Review

251 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Stellantis (STLA) for Q1 2020, worth a combined $3.33B — down 51% from $6.74B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of STLA and 35 opened new positions — a net loss of 14 holders — while 91 trimmed existing stakes and 82 added.

The largest buyer was UBS Group, adding an estimated $454M. The largest seller was Harris Associates, cutting an estimated $358M.

  • 251 institutional investors held Stellantis (STLA) as of Q1 2020, down from 270 in Q4 2019.
  • Funds reported $3.33B of Stellantis stock for Q1 2020, down 51% quarter-over-quarter.
  • 35 funds opened new Stellantis positions in Q1 2020 and 49 closed out, a net change of -14 holders.
  • The largest Stellantis buyer in Q1 2020 was UBS Group, an estimated $454M added.
  • The largest Stellantis seller in Q1 2020 was Harris Associates, an estimated $358M sold.

Based on aggregated 13F filings for Q1 2020.