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Stellantis

190 hedge funds and large institutions have $2.15B invested in Stellantis in 2016 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 68 increasing their positions, 78 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 25

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

9% more funds holding

Funds holding: 174190 (+16)

0.27% more ownership

Funds ownership: 27.08%27.35% (+0.27%)

13% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 78

23% less capital invested

Capital invested by funds: $2.79B → $2.15B (-$642M)

28% less call options, than puts

Call options by funds: $62.5M | Put options by funds: $87.4M

Holders
190
Holders Change
+16
Holders Change %
+9.2%
% of All Funds
5.07%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
44
Increased
68
Reduced
78
Closed
25
Calls
$62.5M
Puts
$87.4M
Net Calls
-$24.9M
Net Calls Change
-$50.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
26
Allianz Asset Management
Germany
$10M +$2.99M +412,482 +34%
Axa
27
Axa
France
$9.15M -$1.15M -158,322 -10%
CLOS
28
Compagnie Lombard Odier SCmA
Switzerland
$8.53M +$103K +14,261 +1%
Citadel Advisors
29
Citadel Advisors
Florida
$7.8M +$8.75M +1,208,838 +1,724%
UBS Group
30
UBS Group
Switzerland
$7.25M +$379K +52,336 +5%
JP Morgan Chase
31
JP Morgan Chase
New York
$6.81M -$6.09M -840,741 -43%
SIM
32
Spark Investment Management
New York
$6.65M +$4.95M +684,012 +168%
Barclays
33
Barclays
United Kingdom
$6.63M -$9.63M -1,329,923 -55%
Wellington Management Group
34
Wellington Management Group
Massachusetts
$6.53M +$1.16M +160,018 +18%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$6.47M +$6.1M +842,502 +396%
Goldman Sachs
36
Goldman Sachs
New York
$6.43M -$12.8M -1,766,270 -63%
PPA
37
Parametric Portfolio Associates
Washington
$6.33M +$98.3K +13,576 +1%
First Trust Advisors
38
First Trust Advisors
Illinois
$5.5M +$1.41M +195,230 +28%
Fidelity International
39
Fidelity International
Bermuda
$5.48M -$2.76M -380,925 -30%
Aviva
40
Aviva
United Kingdom
$5.23M +$1.99M +274,845 +47%
Canada Pension Plan Investment Board
41
Canada Pension Plan Investment Board
Ontario, Canada
$5.03M -$29.9K -4,136 -0.5%
CBOA
42
Commonwealth Bank of Australia
Australia
$4.79M +$1.13M +155,702 +25%
ACI
43
AMP Capital Investors
Australia
$4.72M -$1.57M -217,238 -22%
HighTower Advisors
44
HighTower Advisors
Illinois
$4.05M +$4.81M +664,555 New
ED
45
Exane Derivatives
France
$3.7M +$4.55M +628,082 New
SCM
46
Springhouse Capital Management
Connecticut
$3.43M -$20.4K -2,816 -0.5%
AG
47
Aperio Group
California
$3.38M +$339K +46,872 +9%
NCM
48
Nantahala Capital Management
Connecticut
$3.33M -$341K -47,127 -8%
BWFA
49
Baltimore-Washington Financial Advisors
Maryland
$3.09M +$81.3K +11,230 +2%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$2.91M +$215K +29,691 +7%

STLA Hedge Fund Activity: Q2 2016 in Review

190 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Stellantis (STLA) for Q2 2016, worth a combined $2.15B — down 23% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new STLA positions and 25 closed out — a net gain of 19 holders — while 68 added to existing stakes and 78 trimmed.

The largest buyer was Bank of America, adding an estimated $46.7M. The largest seller was Baillie Gifford & Co, cutting an estimated $53.9M.

  • 190 institutional investors held Stellantis (STLA) as of Q2 2016, up from 174 in Q1 2016.
  • Funds reported $2.15B of Stellantis stock for Q2 2016, down 23% quarter-over-quarter.
  • 44 funds opened new Stellantis positions in Q2 2016 and 25 closed out, a net change of +19 holders.
  • The largest Stellantis buyer in Q2 2016 was Bank of America, an estimated $46.7M added.
  • The largest Stellantis seller in Q2 2016 was Baillie Gifford & Co, an estimated $53.9M sold.

Based on aggregated 13F filings for Q2 2016.