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Stellantis

225 hedge funds and large institutions have $5.5B invested in Stellantis in 2020 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 89 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

24% more capital invested

Capital invested by funds: $4.45B → $5.5B (+$1.05B)

0.85% more ownership

Funds ownership: 27.83%28.68% (+0.85%)

3% less funds holding

Funds holding: 231225 (-6)

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

18% less call options, than puts

Call options by funds: $295M | Put options by funds: $360M

43% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 89

Holders
225
Holders Change
-6
Holders Change %
-2.6%
% of All Funds
4.54%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.2%
New
25
Increased
51
Reduced
89
Closed
30
Calls
$295M
Puts
$360M
Net Calls
-$64.7M
Net Calls Change
+$141M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$834M +$117M +10,477,405 +18%
AAMU
2
Amundi Asset Management US
Massachusetts
$593M +$35.4M +3,176,999 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$427M -$4.02M -361,469 -1%
CS
4
Credit Suisse
Switzerland
$381M +$109M +9,805,416 +46%
Baillie Gifford & Co
5
Baillie Gifford & Co
United Kingdom
$376M -$13.1M -1,179,837 -4%
CM
6
Conifer Management
New York
$342M
Bank of America
7
Bank of America
North Carolina
$267M +$51M +4,582,299 +27%
Barclays
8
Barclays
United Kingdom
$230M +$98.7M +8,867,712 +89%
BOI
9
Bank of Italy
Italy
$164M +$26.4M +2,369,456 +22%
Norges Bank
10
Norges Bank
Norway
$119M -$30.7M -2,759,739 -22%
Goldman Sachs
11
Goldman Sachs
New York
$116M +$37.1M +3,336,835 +54%
JP Morgan Chase
12
JP Morgan Chase
New York
$111M -$43.8M -3,934,682 -30%
Citigroup
13
Citigroup
New York
$109M +$4.64M +416,942 +5%
Deutsche Bank
14
Deutsche Bank
Germany
$95.6M -$8.03M -721,285 -8%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$85.4M -$38.3M -3,440,064 -33%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$83.4M -$139M -12,457,232 -65%
Morgan Stanley
17
Morgan Stanley
New York
$82.3M -$21.1M -1,893,098 -22%
HSBC Holdings
18
HSBC Holdings
United Kingdom
$76.1M -$61.5M -5,529,091 -47%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$67M -$13M -1,171,426 -18%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$59.8M +$49.5M +4,449,815 +1,101%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$58.1M -$1.3M -116,726 -2%
Swiss National Bank
22
Swiss National Bank
Switzerland
$54.2M -$758K -68,092 -2%
Jane Street
23
Jane Street
New York
$51.1M +$32M +2,873,686 +220%
PAMU
24
Pictet Asset Management (UK)
United Kingdom
$49.8M +$1.78M +159,801 +4%
Northern Trust
25
Northern Trust
Illinois
$47.9M +$361K +32,458 +0.8%

STLA Hedge Fund Activity: Q3 2020 in Review

225 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Stellantis (STLA) for Q3 2020, worth a combined $5.5B — up 24% from $4.45B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of STLA and 25 opened new positions — a net loss of 5 holders — while 89 trimmed existing stakes and 51 added.

The largest buyer was UBS Group, adding an estimated $117M. The largest seller was Arrowstreet Capital, cutting an estimated $139M.

  • 225 institutional investors held Stellantis (STLA) as of Q3 2020, down from 231 in Q2 2020.
  • Funds reported $5.5B of Stellantis stock for Q3 2020, up 24% quarter-over-quarter.
  • 25 funds opened new Stellantis positions in Q3 2020 and 30 closed out, a net change of -5 holders.
  • The largest Stellantis buyer in Q3 2020 was UBS Group, an estimated $117M added.
  • The largest Stellantis seller in Q3 2020 was Arrowstreet Capital, an estimated $139M sold.

Based on aggregated 13F filings for Q3 2020.