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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
VFA
201
Valeo Financial Advisors
Indiana
$9K +$11.8K +1,000 +1,316%
TC
202
Truvestments Capital
Florida
$9K +$16.4K +1,386 New
HFS
203
Hantz Financial Services
Michigan
$8K +$12.5K +1,053 New
ETC
204
Exchange Traded Concepts
Oklahoma
$8K +$13.6K +1,150 New
SPIA
205
Steward Partners Investment Advisory
New York
$7K -$80.7K -6,810 -87%
BFC
206
Bedel Financial Consulting
Indiana
$7K
SFS
207
Sowell Financial Services
Arkansas
$7K
EFSCE
208
Enterprise Financial Services Corp (EFSC)
Missouri
$7K +$2.96K +250 +36%
HR
209
Howe & Rusling
New York
$7K +$11.8K +1,000 New
LS
210
Leelyn Smith
Illinois
$6K +$10.1K +853 New
CFFP
211
Center for Financial Planning
Michigan
$5K +$2.37K +200 +40%
Fidelity International
212
Fidelity International
Bermuda
$4K -$14.1M -1,189,025 -100%
FHA
213
Flagship Harbor Advisors
Massachusetts
$4K -$14.2K -1,200 -70%
BFEC
214
Benjamin F. Edwards & Company
Missouri
$4K
BBA
215
Braun-Bostich & Associates
Pennsylvania
$4K
APA
216
American Portfolios Advisors
New York
$3.1K
WAP
217
Wealthcare Advisory Partners
Pennsylvania
$3K -$1.04K -88 -19%
FRA
218
Front Row Advisors
California
$3K -$972 -82 -21%
SMFS
219
Squar Milner Financial Services
California
$3K
AIC
220
Ameritas Investment Company
Nebraska
$3K +$4.62K +390 New
BCA
221
Berman Capital Advisors
Georgia
$3K +$5.44K +459 New
AIM
222
Artemis Investment Management
United Kingdom
$2.14K -$3.27M -276,045 -48%
CFD
223
Creative Financial Designs
Indiana
$2K
FWM
224
Focused Wealth Management
New York
$2K
SWM
225
Selective Wealth Management
Virginia
$2K

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.