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Steel Dynamics

413 hedge funds and large institutions have $4.08B invested in Steel Dynamics in 2020 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 132 increasing their positions, 162 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.88% more ownership

Funds ownership: 82.35%85.23% (+2.9%)

10% less funds holding

Funds holding: 459413 (-46)

19% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 162

32% less capital invested

Capital invested by funds: $6.04B → $4.08B (-$1.96B)

42% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 95

57% less call options, than puts

Call options by funds: $18.9M | Put options by funds: $44.4M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
413
Holders Change
-46
Holders Change %
-10.02%
% of All Funds
9.1%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
55
Increased
132
Reduced
162
Closed
95
Calls
$18.9M
Puts
$44.4M
Net Calls
-$25.5M
Net Calls Change
-$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$490M -$15.1M -552,718 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$449M +$12.8M +467,104 +2%
Victory Capital Management
3
Victory Capital Management
Texas
$321M +$278M +10,143,790 +247%
State Street
4
State Street
Massachusetts
$199M +$6.01M +219,613 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$137M +$5.51M +201,265 +3%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$107M -$372K -13,585 -0.3%
AQR Capital Management
7
AQR Capital Management
Connecticut
$88.1M +$28.7M +1,049,662 +35%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$84.9M -$1.13M -41,434 -1%
Norges Bank
9
Norges Bank
Norway
$81M -$13.1M -478,200 -12%
LSV Asset Management
10
LSV Asset Management
Illinois
$69.4M +$5.81M +212,200 +7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$68.6M +$18.7K +683 +0%
Renaissance Technologies
12
Renaissance Technologies
New York
$66.8M +$11.6M +424,385 +17%
Boston Partners
13
Boston Partners
Massachusetts
$65.6M +$257K +9,384 +0.3%
EVM
14
Eaton Vance Management
Massachusetts
$65.4M -$44.9M -1,638,867 -36%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$57.5M +$1.2M +43,782 +2%
AL
16
AJO LP
Pennsylvania
$52.9M -$6.24M -227,795 -9%
Northern Trust
17
Northern Trust
Illinois
$52.6M +$2.39M +87,217 +4%
Deutsche Bank
18
Deutsche Bank
Germany
$52.5M -$4.21M -153,858 -6%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$51M -$2.84M -103,906 -4%
Ameriprise
20
Ameriprise
Minnesota
$49.4M -$7.5M -274,061 -11%
Charles Schwab
21
Charles Schwab
California
$48.4M +$2.7M +98,586 +5%
Goldman Sachs
22
Goldman Sachs
New York
$45.8M -$4.54M -165,771 -8%
Bank of America
23
Bank of America
North Carolina
$41.3M +$8.41M +307,049 +20%
UBS AM
24
UBS AM
Illinois
$39.4M -$1.92M -69,960 -4%
Wells Fargo
25
Wells Fargo
California
$39.3M +$10.4K +380 +0%

STLD Hedge Fund Activity: Q1 2020 in Review

413 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Steel Dynamics (STLD) for Q1 2020, worth a combined $4.08B — down 32% from $6.04B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of STLD and 55 opened new positions — a net loss of 40 holders — while 162 trimmed existing stakes and 132 added.

The largest buyer was Victory Capital Management, adding an estimated $278M. The largest seller was Eaton Vance Management, cutting an estimated $44.9M.

  • 413 institutional investors held Steel Dynamics (STLD) as of Q1 2020, down from 459 in Q4 2019.
  • Funds reported $4.08B of Steel Dynamics stock for Q1 2020, down 32% quarter-over-quarter.
  • 55 funds opened new Steel Dynamics positions in Q1 2020 and 95 closed out, a net change of -40 holders.
  • The largest Steel Dynamics buyer in Q1 2020 was Victory Capital Management, an estimated $278M added.
  • The largest Steel Dynamics seller in Q1 2020 was Eaton Vance Management, an estimated $44.9M sold.

Based on aggregated 13F filings for Q1 2020.