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Steel Dynamics

704 hedge funds and large institutions have $14.9B invested in Steel Dynamics in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 239 increasing their positions, 302 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more call options, than puts

Call options by funds: $223M | Put options by funds: $101M

2% less funds holding

Funds holding: 719704 (-15)

3.08% less ownership

Funds ownership: 84.13%81.05% (-3.1%)

7% less capital invested

Capital invested by funds: $16B → $14.9B (-$1.05B)

13% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 88

21% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 302

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
704
Holders Change
-15
Holders Change %
-2.09%
% of All Funds
11.05%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
77
Increased
239
Reduced
302
Closed
88
Calls
$223M
Puts
$101M
Net Calls
+$122M
Net Calls Change
+$60.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.32B -$70.8M -696,080 -3%
BlackRock
2
BlackRock
New York
$1.78B -$124M -1,220,873 -7%
State Street
3
State Street
Massachusetts
$892M -$28.8M -282,694 -3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$864M -$31.5M -309,771 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$503M -$115M -1,125,421 -20%
Royal London Asset Management
6
Royal London Asset Management
United Kingdom
$407M +$47.6M +467,431 +14%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$396M -$44.1M -433,157 -11%
Capital Research Global Investors
8
Capital Research Global Investors
California
$302M +$55.9M +548,995 +25%
Invesco
9
Invesco
Georgia
$292M +$40.3M +396,388 +17%
Morgan Stanley
10
Morgan Stanley
New York
$282M -$25.2M -248,096 -9%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$253M +$37.4M +368,069 +19%
Pacer Advisors
12
Pacer Advisors
Pennsylvania
$237M +$62.5M +614,535 +39%
First Trust Advisors
13
First Trust Advisors
Illinois
$225M -$43.6M -428,891 -17%
Northern Trust
14
Northern Trust
Illinois
$207M +$1.81M +17,800 +0.9%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$194M +$1.39M +13,707 +0.8%
Legal & General Group
16
Legal & General Group
United Kingdom
$187M +$5.48M +53,901 +3%
LSV Asset Management
17
LSV Asset Management
Illinois
$171M +$519K +5,100 +0.3%
Goldman Sachs
18
Goldman Sachs
New York
$162M +$8.01M +78,705 +6%
AQR Capital Management
19
AQR Capital Management
Connecticut
$162M +$22.1M +216,896 +17%
Charles Schwab
20
Charles Schwab
California
$147M -$4.72M -46,434 -3%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$129M -$14.6M -143,363 -11%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$123M -$10.6M -104,451 -8%
UBS AM
23
UBS AM
Illinois
$111M
JP Morgan Chase
24
JP Morgan Chase
New York
$99M +$26.8M +263,493 +41%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$98.5M +$6.26M +61,525 +7%

STLD Hedge Fund Activity: Q2 2023 in Review

704 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Steel Dynamics (STLD) for Q2 2023, worth a combined $14.9B — down 6.6% from $16B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of STLD and 77 opened new positions — a net loss of 11 holders — while 302 trimmed existing stakes and 239 added.

The largest buyer was Pacer Advisors, adding an estimated $62.5M. The largest seller was Capital World Investors, exiting entirely with an estimated $314M sold.

  • 704 institutional investors held Steel Dynamics (STLD) as of Q2 2023, down from 719 in Q1 2023.
  • Funds reported $14.9B of Steel Dynamics stock for Q2 2023, down 6.6% quarter-over-quarter.
  • 77 funds opened new Steel Dynamics positions in Q2 2023 and 88 closed out, a net change of -11 holders.
  • The largest Steel Dynamics buyer in Q2 2023 was Pacer Advisors, an estimated $62.5M added.
  • The largest Steel Dynamics seller in Q2 2023 was Capital World Investors, an estimated $314M sold.

Based on aggregated 13F filings for Q2 2023.