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Steel Dynamics

451 hedge funds and large institutions have $7.31B invested in Steel Dynamics in 2017 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 164 increasing their positions, 157 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $208M | Put options by funds: $106M

80% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 45

8% more funds holding

Funds holding: 418451 (+33)

4% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 157

1% more capital invested

Capital invested by funds: $7.21B → $7.31B (+$98.4M)

1.15% less ownership

Funds ownership: 85.6%84.45% (-1.1%)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
451
Holders Change
+33
Holders Change %
+7.89%
% of All Funds
11.24%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.1%
New
81
Increased
164
Reduced
157
Closed
45
Calls
$208M
Puts
$106M
Net Calls
+$102M
Net Calls Change
+$41.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$874M +$21.2M +611,096 +3%
BlackRock
2
BlackRock
New York
$785M +$63.8M +1,840,803 +9%
Boston Partners
3
Boston Partners
Massachusetts
$587M +$60.3M +1,742,242 +12%
State Street
4
State Street
Massachusetts
$317M +$46.6M +1,346,487 +18%
Norges Bank
5
Norges Bank
Norway
$228M -$11M -318,981 -5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$186M -$11.5M -331,383 -6%
Goldman Sachs
7
Goldman Sachs
New York
$186M -$78.1M -2,254,892 -30%
Prudential Financial
8
Prudential Financial
New Jersey
$146M +$25.2M +727,722 +22%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$142M +$5.85M +168,784 +4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$125M -$34.2M -987,978 -22%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$121M -$3.65M -105,318 -3%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$121M -$5.53M -159,693 -5%
JP Morgan Chase
13
JP Morgan Chase
New York
$116M +$549K +15,851 +0.5%
SCM
14
Steadfast Capital Management
New York
$107M +$22.2M +640,259 +27%
Ameriprise
15
Ameriprise
Minnesota
$105M -$1.14M -32,841 -1%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$100M +$2.58M +74,607 +3%
VanEck Associates
17
VanEck Associates
New York
$98.6M -$2.84M -81,871 -3%
AQR Capital Management
18
AQR Capital Management
Connecticut
$91.6M -$45.9M -1,326,366 -34%
HCM
19
Hoplite Capital Management
New York
$84.5M +$7.06M +203,807 +9%
Northern Trust
20
Northern Trust
Illinois
$84M +$9.32M +268,931 +13%
Deutsche Bank
21
Deutsche Bank
Germany
$83.3M +$16.1M +463,572 +25%
Morgan Stanley
22
Morgan Stanley
New York
$79M -$1.02M -29,315 -1%
Principal Financial Group
23
Principal Financial Group
Iowa
$69.9M -$16.9M -487,811 -20%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$67.6M -$34M -981,892 -34%
Bank of America
25
Bank of America
North Carolina
$65.3M -$2.89M -83,545 -4%

STLD Hedge Fund Activity: Q2 2017 in Review

451 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Steel Dynamics (STLD) for Q2 2017, worth a combined $7.31B — up 1.4% from $7.21B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new STLD positions and 45 closed out — a net gain of 36 holders — while 164 added to existing stakes and 157 trimmed.

The largest buyer was BlackRock, adding an estimated $63.8M. The largest seller was Goldman Sachs, cutting an estimated $78.1M.

  • 451 institutional investors held Steel Dynamics (STLD) as of Q2 2017, up from 418 in Q1 2017.
  • Funds reported $7.31B of Steel Dynamics stock for Q2 2017, up 1.4% quarter-over-quarter.
  • 81 funds opened new Steel Dynamics positions in Q2 2017 and 45 closed out, a net change of +36 holders.
  • The largest Steel Dynamics buyer in Q2 2017 was BlackRock, an estimated $63.8M added.
  • The largest Steel Dynamics seller in Q2 2017 was Goldman Sachs, an estimated $78.1M sold.

Based on aggregated 13F filings for Q2 2017.