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Stellantis

270 hedge funds and large institutions have $6.74B invested in Stellantis in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 77 increasing their positions, 103 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 35

16% more capital invested

Capital invested by funds: $5.81B → $6.74B (+$937M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

3% more funds holding

Funds holding: 263270 (+7)

0.3% more ownership

Funds ownership: 28.96%29.25% (+0.3%)

25% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 103

29% less call options, than puts

Call options by funds: $381M | Put options by funds: $540M

Holders
270
Holders Change
+7
Holders Change %
+2.66%
% of All Funds
5.32%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.22%
New
50
Increased
77
Reduced
103
Closed
35
Calls
$381M
Puts
$540M
Net Calls
-$159M
Net Calls Change
-$99.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Harris Associates
1
Harris Associates
Illinois
$814M -$75.1M -5,193,986 -9%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$516M -$30.8M -2,132,589 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$502M +$5.71M +394,733 +1%
CM
4
Conifer Management
New York
$411M +$405M +28,000,000 New
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$323M +$127M +8,803,329 +68%
AAMU
6
Amundi Asset Management US
Massachusetts
$300M +$59.5M +4,113,346 +25%
CS
7
Credit Suisse
Switzerland
$249M +$174M +12,002,387 +242%
Goldman Sachs
8
Goldman Sachs
New York
$249M +$32.4M +2,241,960 +15%
Barclays
9
Barclays
United Kingdom
$222M +$76.8M +5,310,866 +54%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$211M +$90.1M +6,233,900 +77%
Morgan Stanley
11
Morgan Stanley
New York
$210M +$82.7M +5,718,707 +67%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$174M -$10.7M -742,878 -6%
Norges Bank
13
Norges Bank
Norway
$166M +$38.8M +2,684,256 +31%
Bank of America
14
Bank of America
North Carolina
$142M +$11.6M +805,508 +9%
Deutsche Bank
15
Deutsche Bank
Germany
$140M -$18.9M -1,305,517 -12%
UBS Group
16
UBS Group
Switzerland
$131M +$126M +8,713,204 +4,569%
JP Morgan Chase
17
JP Morgan Chase
New York
$124M +$713K +49,329 +0.6%
DS
18
Dalal Street
Texas
$121M -$7.33M -506,752 -6%
Two Sigma Investments
19
Two Sigma Investments
New York
$118M +$65.3M +4,515,720 +127%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$104M -$1.43M -99,090 -1%
HSBC Holdings
21
HSBC Holdings
United Kingdom
$85.7M +$12.9M +894,748 +18%
PAMU
22
Pictet Asset Management (UK)
United Kingdom
$78.8M +$76.9M +5,319,368 New
Swiss National Bank
23
Swiss National Bank
Switzerland
$73.4M -$3.59M -248,048 -5%
Renaissance Technologies
24
Renaissance Technologies
New York
$68.1M +$26M +1,799,251 +64%
Marshall Wace
25
Marshall Wace
United Kingdom
$66.2M +$51.7M +3,574,849 +398%

STLA Hedge Fund Activity: Q4 2019 in Review

270 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Stellantis (STLA) for Q4 2019, worth a combined $6.74B — up 16% from $5.81B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new STLA positions and 35 closed out — a net gain of 15 holders — while 77 added to existing stakes and 103 trimmed.

The largest buyer was Credit Suisse, adding an estimated $174M. The largest seller was Tiger Global Management, exiting entirely with an estimated $974M sold.

  • 270 institutional investors held Stellantis (STLA) as of Q4 2019, up from 263 in Q3 2019.
  • Funds reported $6.74B of Stellantis stock for Q4 2019, up 16% quarter-over-quarter.
  • 50 funds opened new Stellantis positions in Q4 2019 and 35 closed out, a net change of +15 holders.
  • The largest Stellantis buyer in Q4 2019 was Credit Suisse, an estimated $174M added.
  • The largest Stellantis seller in Q4 2019 was Tiger Global Management, an estimated $974M sold.

Based on aggregated 13F filings for Q4 2019.