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Steel Dynamics

431 hedge funds and large institutions have $5.3B invested in Steel Dynamics in 2019 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 154 increasing their positions, 168 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.14% less ownership

Funds ownership: 81.15%81.01% (-0.14%)

3% less capital invested

Capital invested by funds: $5.44B → $5.3B (-$142M)

8% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 168

4% less funds holding

Funds holding: 451431 (-20)

30% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 60

70% less call options, than puts

Call options by funds: $33.4M | Put options by funds: $113M

Holders
431
Holders Change
-20
Holders Change %
-4.43%
% of All Funds
9.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
42
Increased
154
Reduced
168
Closed
60
Calls
$33.4M
Puts
$113M
Net Calls
-$79.3M
Net Calls Change
-$71.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$653M -$30.8M -1,044,346 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$587M -$27M -915,217 -4%
State Street
3
State Street
Massachusetts
$257M -$2.48M -83,915 -1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$170M +$5.93M +200,839 +4%
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$168M +$18.4M +623,409 +12%
EVM
6
Eaton Vance Management
Massachusetts
$121M +$59.6M +2,019,166 +99%
Norges Bank
7
Norges Bank
Norway
$120M -$19.2M -650,000 -14%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$92.2M +$3.03M +102,671 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$88.1M +$6.78M +229,624 +8%
LSV Asset Management
10
LSV Asset Management
Illinois
$86.4M +$30.1M +1,020,200 +54%
Boston Partners
11
Boston Partners
Massachusetts
$82.9M +$82.2M +2,782,747 New
AQR Capital Management
12
AQR Capital Management
Connecticut
$80.2M -$640K -21,685 -0.8%
AL
13
AJO LP
Pennsylvania
$79.8M -$22.6M -766,306 -22%
Deutsche Bank
14
Deutsche Bank
Germany
$79.4M +$20.7M +701,397 +36%
Northern Trust
15
Northern Trust
Illinois
$74.8M -$489K -16,561 -0.7%
Renaissance Technologies
16
Renaissance Technologies
New York
$73.1M +$16.5M +559,700 +30%
Prudential Financial
17
Prudential Financial
New Jersey
$69M -$39.3M -1,329,412 -36%
N
18
Nuveen
North Carolina
$69M +$12.6M +426,482 +23%
Charles Schwab
19
Charles Schwab
California
$67M -$6.25M -211,789 -9%
Citadel Advisors
20
Citadel Advisors
Florida
$64.9M -$129K -4,384 -0.2%
Goldman Sachs
21
Goldman Sachs
New York
$63.9M +$16.1M +546,004 +34%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$62.4M -$3.28M -111,009 -5%
PAM
23
Panagora Asset Management
Massachusetts
$62.3M -$19.6M -664,669 -24%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$61.9M +$970K +32,847 +2%
UBS AM
25
UBS AM
Illinois
$60.5M -$5.68M -192,327 -9%

STLD Hedge Fund Activity: Q3 2019 in Review

431 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Steel Dynamics (STLD) for Q3 2019, worth a combined $5.3B — down 2.6% from $5.44B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of STLD and 42 opened new positions — a net loss of 18 holders — while 168 trimmed existing stakes and 154 added.

The largest buyer was Boston Partners, opening a new position worth an estimated $82.2M. The largest seller was Prudential Financial, cutting an estimated $39.3M.

  • 431 institutional investors held Steel Dynamics (STLD) as of Q3 2019, down from 451 in Q2 2019.
  • Funds reported $5.3B of Steel Dynamics stock for Q3 2019, down 2.6% quarter-over-quarter.
  • 42 funds opened new Steel Dynamics positions in Q3 2019 and 60 closed out, a net change of -18 holders.
  • The largest Steel Dynamics buyer in Q3 2019 was Boston Partners, an estimated $82.2M added.
  • The largest Steel Dynamics seller in Q3 2019 was Prudential Financial, an estimated $39.3M sold.

Based on aggregated 13F filings for Q3 2019.