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SVU

SUPERVALU Inc.
SVU

Delisted

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

228 hedge funds and large institutions have $1.33B invested in SUPERVALU Inc. in 2014 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 87 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

5% more call options, than puts

Call options by funds: $44M | Put options by funds: $41.9M

0% less funds holding

Funds holding: 229228 (-1)

8% less capital invested

Capital invested by funds: $1.45B → $1.33B (-$117M)

11% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 87

Holders
228
Holders Change
-1
Holders Change %
-0.44%
% of All Funds
6.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
25
Increased
77
Reduced
87
Closed
23
Calls
$44M
Puts
$41.9M
Net Calls
+$2.12M
Net Calls Change
-$21.2M
Name Holding Trade Value Shares
Change
Change in
Stake
JP
1
Jana Partners
New York
$169M +$48.8M +1,094,923 +45%
Vanguard Group
2
Vanguard Group
Pennsylvania
$92.8M +$5.95M +133,404 +7%
State Street
3
State Street
Massachusetts
$78.3M -$10.3M -230,264 -12%
SFM
4
Systematic Financial Management
New Jersey
$73M -$13.2M -296,325 -16%
BFA
5
BlackRock Fund Advisors
California
$61.5M -$1.81M -40,579 -3%
LSV Asset Management
6
LSV Asset Management
Illinois
$44.9M +$3.27M +73,419 +9%
BIT
7
BlackRock Institutional Trust
California
$41.9M +$843K +18,899 +2%
BA
8
BlackRock Advisors
Delaware
$41.8M -$659K -14,770 -2%
PP
9
Prudential plc
United Kingdom
$34.4M -$13.9M -312,468 -30%
GAM
10
Gotham Asset Management
New York
$28.7M +$13.6M +305,097 +104%
Northern Trust
11
Northern Trust
Illinois
$25.4M -$92.6K -2,076 -0.4%
ETC
12
Evercore Trust Company
New York
$23.5M -$1.97M -44,176 -8%
BCM
13
Brigade Capital Management
New York
$23.3M +$12.2M +272,628 +127%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$21.8M +$18.3M +409,820 +920%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$21.3M +$2.46M +55,138 +14%
MVP
16
Miller Value Partners
Florida
$20.2M +$18.8M +421,725 New
CLG
17
Cooperman Leon G
$17.8M -$6.76M -151,697 -29%
Credit Agricole
18
Credit Agricole
France
$17.5M +$2.43M +54,476 +18%
LOAMU
19
Lombard Odier Asset Management (USA)
New York
$17.4M -$2.36M -52,889 -13%
Norges Bank
20
Norges Bank
Norway
$16.9M
Invesco
21
Invesco
Georgia
$16.4M -$2.56M -57,466 -14%
ERM
22
Elm Ridge Management
New York
$16.1M +$1.92M +42,983 +15%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$14.8M -$28.4M -637,076 -67%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$14.6M -$9.84M -220,771 -42%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$14.1M

SVU Hedge Fund Activity: Q1 2014 in Review

228 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in SUPERVALU Inc. (SVU) for Q1 2014, worth a combined $1.33B — down 8.1% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SVU positions and 23 closed out — a net gain of 2 holders — while 77 added to existing stakes and 87 trimmed.

The largest buyer was Jana Partners, adding an estimated $48.8M. The largest seller was Coatue Management, cutting an estimated $41.1M.

  • 228 institutional investors held SUPERVALU Inc. (SVU) as of Q1 2014, down from 229 in Q4 2013.
  • Funds reported $1.33B of SUPERVALU Inc. stock for Q1 2014, down 8.1% quarter-over-quarter.
  • 25 funds opened new SUPERVALU Inc. positions in Q1 2014 and 23 closed out, a net change of +2 holders.
  • The largest SUPERVALU Inc. buyer in Q1 2014 was Jana Partners, an estimated $48.8M added.
  • The largest SUPERVALU Inc. seller in Q1 2014 was Coatue Management, an estimated $41.1M sold.

Based on aggregated 13F filings for Q1 2014.