Stamps.com, Inc.
STMP
STMP was delisted on the 4th of October, 2021.
251 hedge funds and large institutions have $2.81B invested in Stamps.com, Inc. in 2020 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 72 increasing their positions, 81 reducing their positions, and 32 closing their positions.
106% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 32
41% more capital invested
Capital invested by funds: $1.99B → $2.81B (+$818M)
14% more funds holding
Funds holding: 220 → 251 (+31)
10% less call options, than puts
Call options by funds: $96.3M | Put options by funds: $107M
11% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 81
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Fred Alger Management
New York
|
+$58.3M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
+$42.9M |
| 3 |
SRFM
Shannon River Fund Management
New York
|
+$26.4M |
| 4 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$25.6M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$25.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DGI
Disciplined Growth Investors
Minneapolis,
Minnesota
|
-$61M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
-$46.3M |
| 3 |
SCM
Simcoe Capital Management
New York
|
-$39M |
| 4 |
D.E. Shaw & Co
New York
|
-$26.7M |
| 5 |
JP Morgan Chase
New York
|
-$25.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWMG
276
Prestige Wealth Management Group
Flemington,
New Jersey
| – | -$70K | -539 | Closed |
|
277
Simplex Trading
Chicago,
Illinois
| – | -$18.8K | -110 | Closed |
|
278
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$10K | -75 | Closed |
|
|
ED
279
Exane Derivatives
Paris,
France
| – | -$8.46K | -65 | Closed |
|
|
AAM
280
Advisors Asset Management
Monument,
Colorado
| – | -$3K | -20 | Closed |
|
|
CAW
281
Cornerstone Advisors (Washington)
Bellevue,
Washington
| – | -$1K | -6 | Closed |
|
|
OSAM
282
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | +$342 | +2 | New |
|
STMP Hedge Fund Activity: Q2 2020 in Review
251 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Stamps.com, Inc. (STMP) for Q2 2020, worth a combined $2.81B — up 41% from $1.99B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new STMP positions and 32 closed out — a net gain of 34 holders — while 72 added to existing stakes and 81 trimmed.
The largest buyer was Fred Alger Management, opening a new position worth an estimated $58.3M. The largest seller was Disciplined Growth Investors, cutting an estimated $61M.
- 251 institutional investors held Stamps.com, Inc. (STMP) as of Q2 2020, up from 220 in Q1 2020.
- Funds reported $2.81B of Stamps.com, Inc. stock for Q2 2020, up 41% quarter-over-quarter.
- 66 funds opened new Stamps.com, Inc. positions in Q2 2020 and 32 closed out, a net change of +34 holders.
- The largest Stamps.com, Inc. buyer in Q2 2020 was Fred Alger Management, an estimated $58.3M added.
- The largest Stamps.com, Inc. seller in Q2 2020 was Disciplined Growth Investors, an estimated $61M sold.
Based on aggregated 13F filings for Q2 2020.