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Steel Dynamics

766 hedge funds and large institutions have $15.8B invested in Steel Dynamics in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 236 increasing their positions, 297 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 47

136% more call options, than puts

Call options by funds: $246M | Put options by funds: $104M

11% more funds holding

Funds holding: 687766 (+79)

9% more capital invested

Capital invested by funds: $14.5B → $15.8B (+$1.33B)

1.32% more ownership

Funds ownership: 81.35%82.67% (+1.3%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

21% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 297

Holders
766
Holders Change
+79
Holders Change %
+11.5%
% of All Funds
11.17%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
136
Increased
236
Reduced
297
Closed
47
Calls
$246M
Puts
$104M
Net Calls
+$142M
Net Calls Change
+$7.77M
Name Holding Trade Value Shares
Change
Change in
Stake
MME
276
Meag Munich Ergo
Germany
$2.7M -$435K -3,900 -15%
BMSSC
277
B. Metzler seel. Sohn & Co
Germany
$2.69M +$1.01M +9,082 +66%
Assenagon Asset Management
278
Assenagon Asset Management
Luxembourg
$2.62M -$304K -2,731 -11%
YCM
279
Yousif Capital Management
Michigan
$2.59M -$2.48M -22,212 -50%
NYLIM
280
New York Life Investment Management
New York
$2.58M -$307K -2,759 -11%
VIM
281
Vinva Investment Management
Australia
$2.53M -$3.65M -32,750 -61%
Allspring Global Investments
282
Allspring Global Investments
North Carolina
$2.49M -$29.4M -264,033 -93%
US Bancorp
283
US Bancorp
Minnesota
$2.47M +$193K +1,730 +9%
IG
284
ING Group
Netherlands
$2.46M -$21.5M -193,151 -90%
MKA
285
M. Kulyk & Associates
Georgia
$2.42M -$76.3K -685 -3%
X
286
Xponance
Pennsylvania
$2.37M -$77K -691 -3%
APF
287
Alaska Permanent Fund
Alaska
$2.31M -$436K -3,916 -17%
Canada Pension Plan Investment Board
288
Canada Pension Plan Investment Board
Ontario, Canada
$2.26M -$2.99M -26,790 -58%
Bank of Nova Scotia
289
Bank of Nova Scotia
Ontario, Canada
$2.25M +$973K +8,734 +84%
CRC
290
Curi RMB Capital
Illinois
$2.25M
Janney Montgomery Scott
291
Janney Montgomery Scott
Pennsylvania
$2.24M +$175K +1,573 +9%
VPIM
292
Vanguard Personalized Indexing Management
California
$2.22M -$792K -7,104 -27%
IEFM
293
IQ EQ Fund Management
Ireland
$2.22M +$821K +7,366 +64%
Public Employees Retirement Association of Colorado
294
Public Employees Retirement Association of Colorado
Colorado
$2.22M -$130K -1,164 -6%
EWM
295
Empirical Wealth Management
Washington
$2.16M +$232K +2,085 +13%
BCIM
296
British Columbia Investment Management
British Columbia, Canada
$2.14M +$392K +3,515 +24%
BHCM
297
Brevan Howard Capital Management
Jersey
$2.13M +$1.77M +15,889 +753%
SW
298
SteelPeak Wealth
California
$2.13M +$1.59M +14,249 +387%
SFS
299
Stiles Financial Services
Minnesota
$2.12M +$235K +2,105 +13%
SFB
300
STAR Financial Bank
Indiana
$2.08M

STLD Hedge Fund Activity: Q4 2023 in Review

766 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Steel Dynamics (STLD) for Q4 2023, worth a combined $15.8B — up 9.2% from $14.5B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new STLD positions and 47 closed out — a net gain of 89 holders — while 236 added to existing stakes and 297 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $265M. The largest seller was BlackRock, cutting an estimated $161M.

  • 766 institutional investors held Steel Dynamics (STLD) as of Q4 2023, up from 687 in Q3 2023.
  • Funds reported $15.8B of Steel Dynamics stock for Q4 2023, up 9.2% quarter-over-quarter.
  • 136 funds opened new Steel Dynamics positions in Q4 2023 and 47 closed out, a net change of +89 holders.
  • The largest Steel Dynamics buyer in Q4 2023 was Morgan Stanley, an estimated $265M added.
  • The largest Steel Dynamics seller in Q4 2023 was BlackRock, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2023.