Stamps.com, Inc.
STMP
STMP was delisted on the 4th of October, 2021.
220 hedge funds and large institutions have $1.99B invested in Stamps.com, Inc. in 2020 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 64 increasing their positions, 73 reducing their positions, and 32 closing their positions.
167% more funds holding in top 10
Funds holding in top 10: 3 → 8 (+5)
59% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 32
44% more capital invested
Capital invested by funds: $1.39B → $1.99B (+$607M)
37% more call options, than puts
Call options by funds: $92.7M | Put options by funds: $67.6M
8% more funds holding
Funds holding: 204 → 220 (+16)
12% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 73
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$16M |
| 2 |
NSGL
No Street GP LP
San Francisco,
California
|
+$12.6M |
| 3 |
SG Americas Securities
New York
|
+$10.5M |
| 4 |
AI
Atom Investors
Austin,
Texas
|
+$10M |
| 5 |
GIPM
G2 Investment Partners Management
New York
|
+$8.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFM
Okumus Fund Management
Grand Cayman,
Cayman Islands
|
-$56.7M |
| 2 |
Barclays
London,
United Kingdom
|
-$21.1M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$20.3M |
| 4 |
SCM
Simcoe Capital Management
New York
|
-$16.8M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
-$12.9M |
STMP Hedge Fund Activity: Q1 2020 in Review
220 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Stamps.com, Inc. (STMP) for Q1 2020, worth a combined $1.99B — up 44% from $1.39B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new STMP positions and 32 closed out — a net gain of 19 holders — while 64 added to existing stakes and 73 trimmed.
The largest buyer was Prudential Financial, adding an estimated $16M. The largest seller was Okumus Fund Management, exiting entirely with an estimated $56.7M sold.
- 220 institutional investors held Stamps.com, Inc. (STMP) as of Q1 2020, up from 204 in Q4 2019.
- Funds reported $1.99B of Stamps.com, Inc. stock for Q1 2020, up 44% quarter-over-quarter.
- 51 funds opened new Stamps.com, Inc. positions in Q1 2020 and 32 closed out, a net change of +19 holders.
- The largest Stamps.com, Inc. buyer in Q1 2020 was Prudential Financial, an estimated $16M added.
- The largest Stamps.com, Inc. seller in Q1 2020 was Okumus Fund Management, an estimated $56.7M sold.
Based on aggregated 13F filings for Q1 2020.