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Steel Dynamics

687 hedge funds and large institutions have $14.5B invested in Steel Dynamics in 2023 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 244 increasing their positions, 286 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more call options, than puts

Call options by funds: $217M | Put options by funds: $82.1M

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

0.3% more ownership

Funds ownership: 81.05%81.35% (+0.3%)

3% less capital invested

Capital invested by funds: $14.9B → $14.5B (-$452M)

2% less funds holding

Funds holding: 704687 (-17)

15% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 286

15% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 73

Holders
687
Holders Change
-17
Holders Change %
-2.41%
% of All Funds
10.9%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
62
Increased
244
Reduced
286
Closed
73
Calls
$217M
Puts
$82.1M
Net Calls
+$134M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.21B -$72.1M -692,200 -3%
BlackRock
2
BlackRock
New York
$1.69B -$66.6M -639,507 -4%
State Street
3
State Street
Massachusetts
$832M -$44.4M -426,045 -5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$698M -$148M -1,418,585 -18%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$488M -$6.78M -65,155 -1%
Royal London Asset Management
6
Royal London Asset Management
United Kingdom
$402M +$1.27M +12,208 +0.3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$395M +$3.43M +32,915 +0.9%
Invesco
8
Invesco
Georgia
$340M +$50.2M +481,881 +18%
Capital Research Global Investors
9
Capital Research Global Investors
California
$297M +$105K +1,010 +0%
Morgan Stanley
10
Morgan Stanley
New York
$280M +$2.06M +19,833 +0.8%
Pacer Advisors
11
Pacer Advisors
Pennsylvania
$249M +$14.9M +143,297 +7%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$248M -$492K -4,725 -0.2%
First Trust Advisors
13
First Trust Advisors
Illinois
$231M +$9.13M +87,650 +4%
Northern Trust
14
Northern Trust
Illinois
$217M +$12.8M +122,507 +6%
Ameriprise
15
Ameriprise
Minnesota
$212M +$131M +1,255,751 +165%
Goldman Sachs
16
Goldman Sachs
New York
$201M +$39.9M +382,739 +26%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$188M -$2.87M -27,581 -2%
Legal & General Group
18
Legal & General Group
United Kingdom
$176M -$7.79M -74,790 -4%
LSV Asset Management
19
LSV Asset Management
Illinois
$161M -$7.1M -68,170 -4%
AQR Capital Management
20
AQR Capital Management
Connecticut
$148M -$11.9M -114,079 -8%
Charles Schwab
21
Charles Schwab
California
$143M -$1.73M -16,658 -1%
Norges Bank
22
Norges Bank
Norway
$131M +$34.9M +335,025 +38%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$118M -$8.49M -81,542 -7%
UBS AM
24
UBS AM
Illinois
$109M +$3.51M +33,683 +3%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$106M +$9M +86,435 +10%

STLD Hedge Fund Activity: Q3 2023 in Review

687 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Steel Dynamics (STLD) for Q3 2023, worth a combined $14.5B — down 3% from $14.9B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of STLD and 62 opened new positions — a net loss of 11 holders — while 286 trimmed existing stakes and 244 added.

The largest buyer was Ameriprise, adding an estimated $131M. The largest seller was Fidelity Investments, cutting an estimated $148M.

  • 687 institutional investors held Steel Dynamics (STLD) as of Q3 2023, down from 704 in Q2 2023.
  • Funds reported $14.5B of Steel Dynamics stock for Q3 2023, down 3% quarter-over-quarter.
  • 62 funds opened new Steel Dynamics positions in Q3 2023 and 73 closed out, a net change of -11 holders.
  • The largest Steel Dynamics buyer in Q3 2023 was Ameriprise, an estimated $131M added.
  • The largest Steel Dynamics seller in Q3 2023 was Fidelity Investments, an estimated $148M sold.

Based on aggregated 13F filings for Q3 2023.