Stamps.com, Inc.
STMP
STMP was delisted on the 4th of October, 2021.
177 hedge funds and large institutions have $780M invested in Stamps.com, Inc. in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 68 increasing their positions, 67 reducing their positions, and 88 closing their positions.
28% more call options, than puts
Call options by funds: $48.5M | Put options by funds: $37.8M
1% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 67
29% less funds holding
Funds holding: 251 → 177 (-74)
43% less capital invested
Capital invested by funds: $1.38B → $780M (-$599M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
76% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 88
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFM
Okumus Fund Management
Grand Cayman,
Cayman Islands
|
+$64.4M |
| 2 |
D.E. Shaw & Co
New York
|
+$48.6M |
| 3 |
SCM
Simcoe Capital Management
New York
|
+$36M |
| 4 |
DGI
Disciplined Growth Investors
Minneapolis,
Minnesota
|
+$32.2M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$19.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
SQN Investors
Menlo Park,
California
|
-$66.5M |
| 2 |
HAM
HHR Asset Management
Berkeley Heights,
New Jersey
|
-$30.5M |
| 3 |
ACM
Ailanthus Capital Management
New York
|
-$21.2M |
| 4 |
TCM
Tekne Capital Management
New York
|
-$20.3M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$15.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Twin Tree Management
Dallas,
Texas
| – | -$8K | -95 | Closed |
|
|
TRCT
252
Tower Research Capital (TRC)
New York
| – | -$7K | -85 | Closed |
|
|
SL
253
Salomon & Ludwin
Richmond,
Virginia
| – | -$6K | -69 | Closed |
|
254
Bessemer Group
Woodbridge,
New Jersey
| – | -$5K | -60 | Closed |
|
|
RCAG
255
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$4.56K | -56 | Closed |
|
|
FHA
256
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$2.98K | -52 | -71% |
|
|
PHK
257
Point72 Hong Kong
Hong Kong
| – | -$2K | -19 | Closed |
|
|
TWA
258
TCI Wealth Advisors
Tucson,
Arizona
| – | -$1K | -18 | Closed |
|
|
CAM
259
Cresset Asset Management
Chicago,
Illinois
| – | -$1K | -13 | Closed |
|
|
RFC
260
Regions Financial Corp
Birmingham,
Alabama
| – | -$1K | -11 | Closed |
|
|
AIA
261
Alera Investment Advisors
Deerfield,
Illinois
| – | -$1K | -10 | Closed |
|
|
FGAM
262
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$1K | -7 | Closed |
|
|
AF
263
Advisornet Financial
Minnetonka,
Minnesota
| – | +$172 | +3 | New |
|
|
JCM
264
Julex Capital Management
Wellesley,
Massachusetts
| – | +$573 | +10 | New |
|
STMP Hedge Fund Activity: Q2 2019 in Review
177 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Stamps.com, Inc. (STMP) for Q2 2019, worth a combined $780M — down 43% from $1.38B a quarter earlier.
Sellers outnumbered buyers: 88 funds closed out of STMP and 21 opened new positions — a net loss of 67 holders — while 67 trimmed existing stakes and 68 added.
The largest buyer was Okumus Fund Management, opening a new position worth an estimated $64.4M. The largest seller was SQN Investors, exiting entirely with an estimated $66.5M sold.
- 177 institutional investors held Stamps.com, Inc. (STMP) as of Q2 2019, down from 251 in Q1 2019.
- Funds reported $780M of Stamps.com, Inc. stock for Q2 2019, down 43% quarter-over-quarter.
- 21 funds opened new Stamps.com, Inc. positions in Q2 2019 and 88 closed out, a net change of -67 holders.
- The largest Stamps.com, Inc. buyer in Q2 2019 was Okumus Fund Management, an estimated $64.4M added.
- The largest Stamps.com, Inc. seller in Q2 2019 was SQN Investors, an estimated $66.5M sold.
Based on aggregated 13F filings for Q2 2019.