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SVU

SUPERVALU Inc.
SVU

Delisted

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

261 hedge funds and large institutions have $2.11B invested in SUPERVALU Inc. in 2015 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 97 increasing their positions, 82 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 15

105% more call options, than puts

Call options by funds: $7.3M | Put options by funds: $3.57M

44% more capital invested

Capital invested by funds: $1.47B → $2.11B (+$645M)

18% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 82

16% more funds holding

Funds holding: 225261 (+36)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
261
Holders Change
+36
Holders Change %
+16%
% of All Funds
6.95%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
52
Increased
97
Reduced
82
Closed
15
Calls
$7.3M
Puts
$3.57M
Net Calls
+$3.73M
Net Calls Change
+$746K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$188M +$15.6M +217,737 +10%
JP
2
Jana Partners
New York
$144M +$127M +1,766,196 New
BIT
3
BlackRock Institutional Trust
California
$126M +$25.1M +349,793 +29%
BFA
4
BlackRock Fund Advisors
California
$112M +$2.68M +37,365 +3%
LSV Asset Management
5
LSV Asset Management
Illinois
$106M -$3.18M -44,327 -3%
State Street
6
State Street
Massachusetts
$94.5M -$7.02M -97,921 -8%
NTC
7
North Tide Capital
Massachusetts
$81.4M +$5.12M +71,429 +8%
GAM
8
Gotham Asset Management
New York
$67.7M -$8.78M -122,387 -13%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$61M +$4.6M +64,129 +9%
BA
10
BlackRock Advisors
Delaware
$53.7M -$2.93M -40,796 -6%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$46.8M +$4.73M +65,881 +13%
Prudential Financial
12
Prudential Financial
New Jersey
$40.4M +$34M +474,017 +2,132%
Northern Trust
13
Northern Trust
Illinois
$35.8M +$847K +11,814 +3%
AQR Capital Management
14
AQR Capital Management
Connecticut
$35.2M +$10.7M +149,368 +53%
BCMNY
15
Buckingham Capital Management (New York)
New York
$31.3M +$289K +4,027 +1%
Millennium Management
16
Millennium Management
New York
$29.7M +$18.8M +261,675 +252%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$29.2M +$270K +3,760 +1%
Principal Financial Group
18
Principal Financial Group
Iowa
$28.1M +$19M +264,682 +329%
WG
19
Winton Group
United Kingdom
$26.8M +$13.5M +187,869 +133%
Norges Bank
20
Norges Bank
Norway
$23.3M +$267K +3,724 +1%
TA
21
Teachers Advisors
New York
$21.1M +$13.3M +184,840 +250%
Goldman Sachs
22
Goldman Sachs
New York
$21M +$16M +223,126 +635%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$20.5M +$17.2M +239,500 +1,884%
Two Sigma Investments
24
Two Sigma Investments
New York
$20.3M +$15.6M +217,539 +672%
Invesco
25
Invesco
Georgia
$20.1M -$3.71M -51,758 -17%

SVU Hedge Fund Activity: Q1 2015 in Review

261 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in SUPERVALU Inc. (SVU) for Q1 2015, worth a combined $2.11B — up 44% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new SVU positions and 15 closed out — a net gain of 37 holders — while 97 added to existing stakes and 82 trimmed.

The largest buyer was Jana Partners, opening a new position worth an estimated $127M. The largest seller was Sandell Asset Management, exiting entirely with an estimated $31.7M sold.

  • 261 institutional investors held SUPERVALU Inc. (SVU) as of Q1 2015, up from 225 in Q4 2014.
  • Funds reported $2.11B of SUPERVALU Inc. stock for Q1 2015, up 44% quarter-over-quarter.
  • 52 funds opened new SUPERVALU Inc. positions in Q1 2015 and 15 closed out, a net change of +37 holders.
  • The largest SUPERVALU Inc. buyer in Q1 2015 was Jana Partners, an estimated $127M added.
  • The largest SUPERVALU Inc. seller in Q1 2015 was Sandell Asset Management, an estimated $31.7M sold.

Based on aggregated 13F filings for Q1 2015.