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Stellantis

191 hedge funds and large institutions have $5.78B invested in Stellantis in 2015 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 50 increasing their positions, 45 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 27

53% more capital invested

Capital invested by funds: $3.78B → $5.78B (+$2B)

31% more funds holding

Funds holding: 146191 (+45)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

11% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 45

3.41% more ownership

Funds ownership: 38.91%42.32% (+3.4%)

41% less call options, than puts

Call options by funds: $163M | Put options by funds: $277M

Holders
191
Holders Change
+45
Holders Change %
+30.82%
% of All Funds
5.09%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.32%
New
73
Increased
50
Reduced
45
Closed
27
Calls
$163M
Puts
$277M
Net Calls
-$114M
Net Calls Change
-$65.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$2.02B +$11.5M +1,234,774 +0.7%
Norges Bank
2
Norges Bank
Norway
$320M -$22.6M -2,418,971 -7%
CS
3
Credit Suisse
Switzerland
$265M +$15M +1,604,271 +7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$251M +$221M +23,610,837 New
DS
5
Dalal Street
Texas
$225M -$1.55M -166,176 -0.8%
JP Morgan Chase
6
JP Morgan Chase
New York
$166M +$1.35M +144,656 +0.9%
WBC
7
Westpac Banking Corp
Australia
$150M +$132M +14,089,262 New
AQR Capital Management
8
AQR Capital Management
Connecticut
$142M +$25.9M +2,768,639 +26%
Credit Agricole
9
Credit Agricole
France
$128M +$15.7M +1,682,836 +16%
Morgan Stanley
10
Morgan Stanley
New York
$122M +$70.3M +7,514,908 +189%
Deutsche Bank
11
Deutsche Bank
Germany
$114M -$12.2M -1,301,464 -11%
BOI
12
Bank of Italy
Italy
$112M
Bank of America
13
Bank of America
North Carolina
$109M +$42.3M +4,522,318 +79%
APG Asset Management
14
APG Asset Management
Netherlands
$108M -$13M -1,389,756 -12%
CGM
15
Capital Growth Management
Massachusetts
$104M -$15.8M -1,687,082 -15%
MVP
16
Miller Value Partners
Florida
$98M +$346K +36,963 +0.4%
Northern Trust
17
Northern Trust
Illinois
$89.5M +$19.7M +2,104,614 +33%
Swiss National Bank
18
Swiss National Bank
Switzerland
$88M +$3.67M +393,073 +5%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$83.6M -$10.9M -1,160,991 -13%
SM
20
Senvest Management
New York
$74.7M
DCM
21
Discovery Capital Management
Connecticut
$62M -$38.7M -4,142,245 -42%
Canada Pension Plan Investment Board
22
Canada Pension Plan Investment Board
Ontario, Canada
$61.1M +$53.9M +5,762,495 New
RFC
23
Russell Frank Company
Washington
$49.8M +$37.8M +4,039,578 +622%
SFM
24
Systematic Financial Management
New Jersey
$49.4M +$43.4M +4,642,025 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$49.1M +$846K +90,542 +2%

STLA Hedge Fund Activity: Q1 2015 in Review

191 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Stellantis (STLA) for Q1 2015, worth a combined $5.78B — up 53% from $3.78B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new STLA positions and 27 closed out — a net gain of 46 holders — while 50 added to existing stakes and 45 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $221M. The largest seller was Citadel Advisors, cutting an estimated $69.3M.

  • 191 institutional investors held Stellantis (STLA) as of Q1 2015, up from 146 in Q4 2014.
  • Funds reported $5.78B of Stellantis stock for Q1 2015, up 53% quarter-over-quarter.
  • 73 funds opened new Stellantis positions in Q1 2015 and 27 closed out, a net change of +46 holders.
  • The largest Stellantis buyer in Q1 2015 was Vanguard Group, an estimated $221M added.
  • The largest Stellantis seller in Q1 2015 was Citadel Advisors, an estimated $69.3M sold.

Based on aggregated 13F filings for Q1 2015.