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STMicroelectronics

362 hedge funds and large institutions have $2.44B invested in STMicroelectronics in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 111 increasing their positions, 127 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

8% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 60

4% more capital invested

Capital invested by funds: $2.35B → $2.44B (+$84.9M)

0% less funds holding

Funds holding: 363362 (-1)

0.65% less ownership

Funds ownership: 5.99%5.34% (-0.65%)

4% less call options, than puts

Call options by funds: $220M | Put options by funds: $230M

13% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 127

Holders
362
Holders Change
-1
Holders Change %
-0.28%
% of All Funds
5.28%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
65
Increased
111
Reduced
127
Closed
60
Calls
$220M
Puts
$230M
Net Calls
-$9.57M
Net Calls Change
-$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$232M +$72.6M +1,623,296 +54%
BlackRock
2
BlackRock
New York
$220M +$15.5M +345,403 +9%
VanEck Associates
3
VanEck Associates
New York
$187M +$20.1M +448,978 +14%
Capital International Investors
4
Capital International Investors
California
$154M +$7.72M +172,399 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$124M +$10.8M +241,862 +11%
Goldman Sachs
6
Goldman Sachs
New York
$119M +$5.39M +120,399 +5%
Rafferty Asset Management
7
Rafferty Asset Management
New York
$81M +$5.81M +129,772 +9%
BNP Paribas Asset Management
8
BNP Paribas Asset Management
France
$79.1M -$3.06M -68,483 -4%
Bank of America
9
Bank of America
North Carolina
$78.2M -$22.7M -506,285 -25%
Two Sigma Investments
10
Two Sigma Investments
New York
$51M -$23M -514,517 -34%
Barclays
11
Barclays
United Kingdom
$49.4M +$16.8M +375,048 +62%
RS
12
Robeco Schweiz
Switzerland
$46.5M -$1.93M -43,100 -4%
UBS Group
13
UBS Group
Switzerland
$45.5M +$10.5M +234,603 +35%
Millennium Management
14
Millennium Management
New York
$40.6M -$7.67M -171,339 -17%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$40.2M +$171K +3,823 +0.5%
DGM
16
Delta Global Management
New York
$40M +$35.7M +797,745 New
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$38.6M +$4.9M +109,477 +17%
BNP Paribas Financial Markets
18
BNP Paribas Financial Markets
France
$32.1M -$2.4M -53,551 -8%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$29.9M +$362K +8,094 +1%
Federated Hermes
20
Federated Hermes
Pennsylvania
$27.1M +$4.21M +94,131 +21%
ACM
21
Analog Century Management
New York
$25.6M +$3.56M +79,658 +18%
QC
22
Quadrature Capital
United Kingdom
$25.6M +$17.6M +394,147 +338%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$24.4M +$21.7M +485,754 New
American Century Companies
24
American Century Companies
Missouri
$22.5M +$797K +17,815 +4%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$19.7M +$8.86M +197,938 +101%

STM Hedge Fund Activity: Q4 2023 in Review

362 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in STMicroelectronics (STM) for Q4 2023, worth a combined $2.44B — up 3.6% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new STM positions and 60 closed out — a net gain of 5 holders — while 111 added to existing stakes and 127 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $72.6M. The largest seller was Neuberger Berman Group, cutting an estimated $100M.

  • 362 institutional investors held STMicroelectronics (STM) as of Q4 2023, down from 363 in Q3 2023.
  • Funds reported $2.44B of STMicroelectronics stock for Q4 2023, up 3.6% quarter-over-quarter.
  • 65 funds opened new STMicroelectronics positions in Q4 2023 and 60 closed out, a net change of +5 holders.
  • The largest STMicroelectronics buyer in Q4 2023 was Morgan Stanley, an estimated $72.6M added.
  • The largest STMicroelectronics seller in Q4 2023 was Neuberger Berman Group, an estimated $100M sold.

Based on aggregated 13F filings for Q4 2023.