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Steel Dynamics
STLD

285 hedge funds and large institutions have $4.23B invested in Steel Dynamics in 2014 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 106 increasing their positions, 88 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

845% more call options, than puts

Call options by funds: $132M | Put options by funds: $14M

54% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 35

35% more capital invested

Capital invested by funds: $3.12B → $4.23B (+$1.11B)

20% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 88

6% more funds holding

Funds holding: 268 → 285 (+17)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
285
Holders Change
+17
Holders Change %
+6.34%
% of All Funds
8.27%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
54
Increased
106
Reduced
88
Closed
35
Calls
$132M
Puts
$14M
Net Calls
+$118M
Net Calls Change
+$98.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$294M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$112M
3
Goldman Sachs
Goldman Sachs
New York
+$87.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$34.3M
5
Prudential Financial
Prudential Financial
New Jersey
+$30.4M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$72.1M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$52M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$49.5M
4
MAM
Marketfield Asset Management
New York
-$46.1M
5
AIM
abrdn Investment Management
United Kingdom
-$33.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
276
West Oak Capital
California
$3.96K – – –
MWP
277
MYCIO Wealth Partners
Pennsylvania
$2K – – –
NES
278
New England Securities
New York
$2K – – –
Northwestern Mutual Wealth Management
279
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
PSUF
280
People's United Financial
Connecticut
$2K – – –
PHK
281
Point72 Hong Kong
Hong Kong
$2K +$2.17K +99 New
ACS
282
Archford Capital Strategies
Illinois
$1K – – –
AWM
283
Avior Wealth Management
Nebraska
$1K – – –
TWA
284
TCI Wealth Advisors
Arizona
$1K – – –
DRZID
285
DePrince Race & Zollo Inc (DRZ)
Florida
– -$52M -2,896,480 Closed
Capital World Investors
286
Capital World Investors
California
– -$32.7M -1,822,000 Closed
UOC
287
UBS O'Connor
Illinois
– -$22.7M -1,262,963 Closed
AHC
288
Adams Hill Capital
Connecticut
– -$8.08M -450,000 Closed
DVM
289
Dreman Value Management
Florida
– -$7.77M -432,623 Closed
Boston Partners
290
Boston Partners
Massachusetts
– -$6.52M -363,008 Closed
BPGAM
291
BTG Pactual Global Asset Management
Bermuda
– -$3.59M -200,000 Closed
IA
292
Icon Advisers
Colorado
– -$3.38M -188,500 Closed
OAC
293
OMERS Administration Corp
Ontario, Canada
– -$1.89M -105,400 Closed
BGIM
294
Brandywine Global Investment Management
Pennsylvania
– -$1.86M -103,770 Closed
Adage Capital Partners
295
Adage Capital Partners
Massachusetts
– -$1.79M -100,000 Closed
Lazard Asset Management
296
Lazard Asset Management
New York
– -$1.79M -100,000 Closed
Bessemer Group
297
Bessemer Group
New Jersey
– -$1.54M -86,050 Closed
HCM
298
Highbridge Capital Management
New York
– -$1.35M -75,462 Closed
SFM
299
Soros Fund Management
New York
– -$1.21M -67,500 Closed
BCMU
300
BlueCrest Capital Management (UK)
Guernsey
– -$987K -55,000 Closed
9 10 11
12
13

STLD Hedge Fund Activity: Q3 2014 in Review

285 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Steel Dynamics (STLD) for Q3 2014, worth a combined $4.23B — up 35% from $3.12B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new STLD positions and 35 closed out — a net gain of 19 holders — while 106 added to existing stakes and 88 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $294M. The largest seller was Norges Bank, cutting an estimated $72.1M.

  • 285 institutional investors held Steel Dynamics (STLD) as of Q3 2014, up from 268 in Q2 2014.
  • Funds reported $4.23B of Steel Dynamics stock for Q3 2014, up 35% quarter-over-quarter.
  • 54 funds opened new Steel Dynamics positions in Q3 2014 and 35 closed out, a net change of +19 holders.
  • The largest Steel Dynamics buyer in Q3 2014 was Fidelity Investments, an estimated $294M added.
  • The largest Steel Dynamics seller in Q3 2014 was Norges Bank, an estimated $72.1M sold.

Based on aggregated 13F filings for Q3 2014.