Stamps.com, Inc.
STMP
STMP was delisted on the 4th of October, 2021.
239 hedge funds and large institutions have $2.91B invested in Stamps.com, Inc. in 2017 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 88 increasing their positions, 82 reducing their positions, and 48 closing their positions.
34% more capital invested
Capital invested by funds: $2.18B → $2.91B (+$733M)
27% more funds holding in top 10
Funds holding in top 10: 15 → 19 (+4)
7% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 82
1% less call options, than puts
Call options by funds: $86.3M | Put options by funds: $87M
3% less funds holding
Funds holding: 246 → 239 (-7)
15% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCA
Newbrook Capital Advisors
New York
|
+$32.5M |
| 2 |
TCM
Tekne Capital Management
New York
|
+$25.5M |
| 3 |
CGI
Calixto Global Investors
Coral Gables,
Florida
|
+$25.2M |
| 4 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
+$19.3M |
| 5 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
+$17.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWAM
Park West Asset Management
San Francisco,
California
|
-$36.2M |
| 2 |
SAS
Sarbit Advisory Services
Winnipeg,
Manitoba, Canada
|
-$25M |
| 3 |
PCP
P2 Capital Partners
New York
|
-$20.2M |
| 4 |
CCI
Columbus Circle Investors
|
-$17.9M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$16.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AI
276
Atria Investments
Charlotte,
North Carolina
| – | -$308K | -2,602 | Closed |
|
|
FMT
277
First Mercantile Trust
Cordova,
Tennessee
| – | -$285K | -2,412 | Closed |
|
|
LCG
278
Lisanti Capital Growth
New York
| – | -$283K | -2,395 | Closed |
|
|
VRS
279
Virginia Retirement Systems
Richmond,
Virginia
| – | -$260K | -2,200 | Closed |
|
|
N
280
Natixis
Paris,
France
| – | -$207K | -1,747 | Closed |
|
281
HighTower Advisors
Chicago,
Illinois
| – | -$205K | -1,736 | Closed |
|
|
QT
282
Quantbot Technologies
New York
| – | -$160K | -1,352 | Closed |
|
|
AIM
283
Arcadia Investment Management
Kalamazoo,
Michigan
| – | -$30K | -251 | Closed |
|
|
HR
284
Howe & Rusling
Rochester,
New York
| – | -$8K | -68 | Closed |
|
|
WAS
285
WESPAC Advisors SoCal
Pasadena,
California
| – | -$5.09K | -43 | Closed |
|
|
TRCT
286
Tower Research Capital (TRC)
New York
| – | -$4K | -34 | Closed |
|
STMP Hedge Fund Activity: Q2 2017 in Review
239 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Stamps.com, Inc. (STMP) for Q2 2017, worth a combined $2.91B — up 34% from $2.18B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of STMP and 41 opened new positions — a net loss of 7 holders — while 82 trimmed existing stakes and 88 added.
The largest buyer was Newbrook Capital Advisors, opening a new position worth an estimated $32.5M. The largest seller was Park West Asset Management, exiting entirely with an estimated $36.2M sold.
- 239 institutional investors held Stamps.com, Inc. (STMP) as of Q2 2017, down from 246 in Q1 2017.
- Funds reported $2.91B of Stamps.com, Inc. stock for Q2 2017, up 34% quarter-over-quarter.
- 41 funds opened new Stamps.com, Inc. positions in Q2 2017 and 48 closed out, a net change of -7 holders.
- The largest Stamps.com, Inc. buyer in Q2 2017 was Newbrook Capital Advisors, an estimated $32.5M added.
- The largest Stamps.com, Inc. seller in Q2 2017 was Park West Asset Management, an estimated $36.2M sold.
Based on aggregated 13F filings for Q2 2017.