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Steel Dynamics

489 hedge funds and large institutions have $8.68B invested in Steel Dynamics in 2017 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 146 increasing their positions, 189 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

144% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 36

134% more call options, than puts

Call options by funds: $218M | Put options by funds: $93.2M

24% more capital invested

Capital invested by funds: $7.02B → $8.68B (+$1.66B)

11% more funds holding

Funds holding: 440489 (+49)

0.09% more ownership

Funds ownership: 84.87%84.96% (+0.09%)

23% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 189

Holders
489
Holders Change
+49
Holders Change %
+11.14%
% of All Funds
11.09%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.18%
New
88
Increased
146
Reduced
189
Closed
36
Calls
$218M
Puts
$93.2M
Net Calls
+$125M
Net Calls Change
+$83.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$66.6M -$324K -8,435 -0.5%
CHP
27
Castle Hook Partners
New York
$63.8M +$17.6M +457,515 +45%
JP Morgan Chase
28
JP Morgan Chase
New York
$63.2M -$17.2M -448,129 -23%
UBS AM
29
UBS AM
Illinois
$61.8M +$30.7M +797,142 +126%
Point72 Asset Management
30
Point72 Asset Management
Connecticut
$61.4M +$47.2M +1,226,245 +620%
Deutsche Bank
31
Deutsche Bank
Germany
$48.8M -$43.2M -1,123,858 -50%
CAM
32
ClariVest Asset Management
California
$46.2M +$8.9M +231,378 +28%
AQR Capital Management
33
AQR Capital Management
Connecticut
$44.4M -$44.4M -1,154,538 -53%
TCIM
34
TIAA CREF Investment Management
New York
$43.4M -$8.63M -224,460 -18%
Aberdeen Group
35
Aberdeen Group
United Kingdom
$42.6M -$55.9K -1,453 -0.1%
TA
36
Teachers Advisors
New York
$42M -$10.5M -274,010 -22%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$40.6M -$20.2M -525,403 -36%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$39.8M +$1.74M +45,287 +5%
Swiss National Bank
39
Swiss National Bank
Switzerland
$38.2M -$227K -5,900 -0.7%
EAM
40
Eventide Asset Management
Massachusetts
$37.6M
SCM
41
SG Capital Management
Illinois
$36.9M +$32.9M +856,207 New
CS
42
Credit Suisse
Switzerland
$36.5M +$709K +18,444 +2%
Charles Schwab
43
Charles Schwab
California
$36.5M +$1.21M +31,415 +4%
DnB Asset Management
44
DnB Asset Management
Norway
$36M -$1.57M -40,900 -5%
PP
45
Prudential plc
United Kingdom
$33.1M -$977K -25,406 -3%
Capital World Investors
46
Capital World Investors
California
$32.6M +$29M +755,000 New
Jennison Associates
47
Jennison Associates
New York
$32.2M -$2.52M -65,565 -8%
AAMU
48
AEGON Asset Management (UK)
United Kingdom
$31.7M +$1.13M +29,270 +4%
PCM
49
Peregrine Capital Management
Minnesota
$30.2M +$172K +4,463 +0.6%
NAMA
50
Nikko Asset Management Americas
New York
$30.2M +$13.9M +361,700 +85%

STLD Hedge Fund Activity: Q4 2017 in Review

489 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Steel Dynamics (STLD) for Q4 2017, worth a combined $8.68B — up 24% from $7.02B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new STLD positions and 36 closed out — a net gain of 52 holders — while 146 added to existing stakes and 189 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $224M. The largest seller was Prudential Financial, cutting an estimated $106M.

  • 489 institutional investors held Steel Dynamics (STLD) as of Q4 2017, up from 440 in Q3 2017.
  • Funds reported $8.68B of Steel Dynamics stock for Q4 2017, up 24% quarter-over-quarter.
  • 88 funds opened new Steel Dynamics positions in Q4 2017 and 36 closed out, a net change of +52 holders.
  • The largest Steel Dynamics buyer in Q4 2017 was Lazard Asset Management, an estimated $224M added.
  • The largest Steel Dynamics seller in Q4 2017 was Prudential Financial, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2017.