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Steel Dynamics

422 hedge funds and large institutions have $7.51B invested in Steel Dynamics in 2016 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 120 increasing their positions, 175 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more funds holding in top 10

Funds holding in top 10: 310 (+7)

228% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 29

90% more call options, than puts

Call options by funds: $138M | Put options by funds: $73M

86.62% more ownership

Funds ownership: 0%86.62% (+87%)

51% more capital invested

Capital invested by funds: $4.96B → $7.51B (+$2.55B)

18% more funds holding

Funds holding: 359422 (+63)

31% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 175

Holders
422
Holders Change
+63
Holders Change %
+17.55%
% of All Funds
10.55%
Holding in Top 10
10
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+233.33%
% of All Funds
0.25%
New
95
Increased
120
Reduced
175
Closed
29
Calls
$138M
Puts
$73M
Net Calls
+$65.4M
Net Calls Change
-$25.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
126
Legal & General Group
United Kingdom
$6.84M +$1,000K +31,775 +20%
Federated Hermes
127
Federated Hermes
Pennsylvania
$6.72M -$3.14M -99,663 -35%
Comerica Bank
128
Comerica Bank
Texas
$6.53M +$323K +10,265 +6%
FQ
129
First Quadrant
California
$6.48M -$17.2M -547,046 -75%
TPSF
130
Texas Permanent School Fund
Texas
$6.33M -$248K -7,866 -4%
PI
131
Putnam Investments
Massachusetts
$6.07M +$13.7K +435 +0.3%
EAM
132
Eagle Asset Management
Florida
$6.03M +$128K +4,054 +2%
Canada Life
133
Canada Life
Manitoba, Canada
$5.98M +$663K +21,076 +14%
BlackRock
134
BlackRock
New York
$5.98M -$32K -1,018 -0.6%
PC
135
Passport Capital
California
$5.7M +$5.04M +160,140 New
HW
136
Hancock Whitney
Mississippi
$5.55M +$222K +7,070 +5%
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.55M -$279K -8,862 -6%
SEI Investments
138
SEI Investments
Pennsylvania
$5.55M +$418K +13,291 +9%
VWM
139
Venturi Wealth Management
Texas
$5.55M +$324K +10,303 +7%
UBS AM
140
UBS AM
Illinois
$5.35M -$6.88M -218,485 -59%
BGDI
141
BW Gestao de Investimentos
Brazil
$5.34M -$7.87M -250,000 -63%
SCM
142
Stevens Capital Management
Pennsylvania
$5.32M +$3.52M +112,014 +299%
CPIM
143
Columbia Partners Investment Management
Virginia
$5.26M +$4.66M +147,996 New
ZIM
144
Zacks Investment Management
Illinois
$4.99M -$874K -27,768 -17%
WIM
145
Waverton Investment Management
United Kingdom
$4.91M +$4.34M +138,014 New
LSA
146
L & S Advisors
California
$4.78M +$4.23M +134,338 New
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$4.78M
State of Wisconsin Investment Board
148
State of Wisconsin Investment Board
Wisconsin
$4.57M -$685K -21,781 -14%
Mitsubishi UFJ Trust & Banking
149
Mitsubishi UFJ Trust & Banking
Japan
$4.5M -$4.36M -138,600 -52%
BC
150
Bocage Capital
California
$4.46M +$3.94M +125,264 New

STLD Hedge Fund Activity: Q4 2016 in Review

422 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Steel Dynamics (STLD) for Q4 2016, worth a combined $7.51B — up 51% from $4.96B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new STLD positions and 29 closed out — a net gain of 66 holders — while 120 added to existing stakes and 175 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $124M. The largest seller was Millennium Management, cutting an estimated $72.6M.

  • 422 institutional investors held Steel Dynamics (STLD) as of Q4 2016, up from 359 in Q3 2016.
  • Funds reported $7.51B of Steel Dynamics stock for Q4 2016, up 51% quarter-over-quarter.
  • 95 funds opened new Steel Dynamics positions in Q4 2016 and 29 closed out, a net change of +66 holders.
  • The largest Steel Dynamics buyer in Q4 2016 was Fidelity Investments, an estimated $124M added.
  • The largest Steel Dynamics seller in Q4 2016 was Millennium Management, an estimated $72.6M sold.

Based on aggregated 13F filings for Q4 2016.