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SVU

SUPERVALU Inc.
SVU

Delisted

SVU was delisted on the 19th of October, 2018.

192 hedge funds and large institutions have $600M invested in SUPERVALU Inc. in 2018 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 67 increasing their positions, 40 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more call options, than puts

Call options by funds: $74.3M | Put options by funds: $26.4M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

68% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 40

12% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 34

1% more funds holding

Funds holding: 190192 (+2)

20% less capital invested

Capital invested by funds: $750M → $600M (-$150M)

Holders
192
Holders Change
+2
Holders Change %
+1.05%
% of All Funds
4.4%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
38
Increased
67
Reduced
40
Closed
34
Calls
$74.3M
Puts
$26.4M
Net Calls
+$47.9M
Net Calls Change
+$60.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
151
Federated Hermes
Pennsylvania
$28K -$851K -53,558 -97%
TCM
152
Tradewinds Capital Management
Washington
$22K +$22.7K +1,428 New
LIA
153
LS Investment Advisors
Michigan
$18K
WT
154
Whittier Trust
California
$18K
AG
155
Advisor Group
Arizona
$18K +$2.61K +164 +16%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$18K +$12.2K +765 +182%
OIA
157
OneDigital Investment Advisors
Kansas
$14K
CIP
158
Convergence Investment Partners
Florida
$13K +$13.7K +859 New
CG
159
Cutler Group
California
$12K +$1.51K +95 +14%
SIA
160
SeaBridge Investment Advisors
New Jersey
$12K +$12.3K +776 New
FANJ
161
Financial Architects (New Jersey)
New Jersey
$11K
Envestnet Asset Management
162
Envestnet Asset Management
Illinois
$9K -$3M -188,715 -100%
VCM
163
Versant Capital Management
Arizona
$8K +$540 +34 +6%
WOC
164
West Oak Capital
California
$5.65K
PCG
165
Private Capital Group
Connecticut
$5K
FDCDDQ
166
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.98K
PWM
167
Perigon Wealth Management
California
$4K
NSIM
168
North Star Investment Management
Illinois
$4K +$1.59K +100 +71%
WAM
169
Wealthspire Advisors (Maryland)
Maryland
$4K +$2.8K +176 +163%
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$3K -$6.8K -428 -65%
TCOV
171
Trust Company of Vermont
Vermont
$3K
GAM
172
Gemmer Asset Management
California
$3K +$858 +54 +38%
FPB
173
First PREMIER Bank
South Dakota
$2K
GT
174
Glenmede Trust
Pennsylvania
$2K
SWM
175
SeaCrest Wealth Management
New York
$2K

SVU Hedge Fund Activity: Q1 2018 in Review

192 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in SUPERVALU Inc. (SVU) for Q1 2018, worth a combined $600M — down 20% from $750M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SVU positions and 34 closed out — a net gain of 4 holders — while 67 added to existing stakes and 40 trimmed.

The largest buyer was Russell Investments Group, adding an estimated $16.2M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $26.1M sold.

  • 192 institutional investors held SUPERVALU Inc. (SVU) as of Q1 2018, up from 190 in Q4 2017.
  • Funds reported $600M of SUPERVALU Inc. stock for Q1 2018, down 20% quarter-over-quarter.
  • 38 funds opened new SUPERVALU Inc. positions in Q1 2018 and 34 closed out, a net change of +4 holders.
  • The largest SUPERVALU Inc. buyer in Q1 2018 was Russell Investments Group, an estimated $16.2M added.
  • The largest SUPERVALU Inc. seller in Q1 2018 was Allianz Asset Management, an estimated $26.1M sold.

Based on aggregated 13F filings for Q1 2018.