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Steel Dynamics
STLD

301 hedge funds and large institutions have $3.74B invested in Steel Dynamics in 2015 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 132 increasing their positions, 84 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

88% more call options, than puts

Call options by funds: $31.3M | Put options by funds: $16.7M

57% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 84

3% more capital invested

Capital invested by funds: $3.64B → $3.74B (+$95.7M)

0% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 46

1% less funds holding

Funds holding: 305 → 301 (-4)

Holders
301
Holders Change
-4
Holders Change %
-1.31%
% of All Funds
8.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
46
Increased
132
Reduced
84
Closed
46
Calls
$31.3M
Puts
$16.7M
Net Calls
+$14.6M
Net Calls Change
-$54M

Top Buyers

1
CLM
ClearBridge LLC (Maryland)
Maryland
+$76.1M
2
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$41.7M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$30.5M
4
Norges Bank
Norges Bank
Norway
+$24.6M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$20.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$136M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$110M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$49.9M
4
Franklin Resources
Franklin Resources
California
-$45.3M
5
Federated Hermes
Federated Hermes
Pennsylvania
-$20.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFC
276
First Financial Corp
Indiana
$20K +$18.6K +1,000 New
CTC
277
Central Trust Company
Missouri
$20K +$18.9K +1,015 New
IMS
278
Index Management Solutions
Pennsylvania
$15K +$14.3K +766 New
KPCM
279
Kings Point Capital Management
New York
$14K – – –
EFSCE
280
Enterprise Financial Services Corp (EFSC)
Missouri
$13K – – –
GAM
281
Gemmer Asset Management
California
$11K – – –
TDC
282
Thompson Davis & Co
Virginia
$10K – – –
WC
283
Whitnell & Co
Illinois
$10K – – –
FNBT
284
FineMark National Bank & Trust
Florida
$10K +$9.32K +500 New
NFG
285
Next Financial Group
Texas
$9K +$1.86K +100 +29%
HNB
286
Huntington National Bank
Ohio
$8K – – –
KT
287
Kanaly Trust
Texas
$8K +$1.04K +56 +16%
W
288
Wealthfront
California
$8K +$7.3K +392 +9,800%
EWM
289
Evercore Wealth Management
New York
$7K +$6.65K +357 New
Manulife (Manufacturers Life Insurance)
290
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.45K +$253K +13,552 +4%
SIA
291
Stancorp Investment Advisers
Oregon
$5K +$19 +1 +0.4%
WCM
292
Wealthcare Capital Management
Virginia
$5K +$4.29K +230 New
CHP
293
Cable Hill Partners
Oregon
$4K – – –
WP
294
WealthPLAN Partners
Nebraska
$4K +$3.35K +180 New
WOC
295
West Oak Capital
California
$3.52K – – –
MWP
296
MYCIO Wealth Partners
Pennsylvania
$2K – – –
PSUF
297
People's United Financial
Connecticut
$2K – – –
AWM
298
Avior Wealth Management
Nebraska
$1K – – –
TWA
299
TCI Wealth Advisors
Arizona
$1K – – –
ACS
300
Archford Capital Strategies
Illinois
$543 – – –
10 11
12
13 14

STLD Hedge Fund Activity: Q1 2015 in Review

301 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Steel Dynamics (STLD) for Q1 2015, worth a combined $3.74B — up 2.6% from $3.64B a quarter earlier.

Fund positioning in STLD was balanced in Q1 2015: 46 funds opened new positions, 46 closed out, 132 added to existing stakes and 84 trimmed.

The largest buyer was ClearBridge LLC (Maryland), adding an estimated $76.1M. The largest seller was Fidelity Investments, cutting an estimated $136M.

  • 301 institutional investors held Steel Dynamics (STLD) as of Q1 2015, down from 305 in Q4 2014.
  • Funds reported $3.74B of Steel Dynamics stock for Q1 2015, up 2.6% quarter-over-quarter.
  • 46 funds opened new Steel Dynamics positions in Q1 2015 and 46 closed out, a net change of 0 holders.
  • The largest Steel Dynamics buyer in Q1 2015 was ClearBridge LLC (Maryland), an estimated $76.1M added.
  • The largest Steel Dynamics seller in Q1 2015 was Fidelity Investments, an estimated $136M sold.

Based on aggregated 13F filings for Q1 2015.