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Stock Yards Bancorp

108 hedge funds and large institutions have $519M invested in Stock Yards Bancorp in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more capital invested

Capital invested by funds: $327M → $519M (+$192M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

48.91% more ownership

Funds ownership: 0%48.91% (+49%)

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

3% more funds holding

Funds holding: 105108 (+3)

3% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 35

Holders
108
Holders Change
+3
Holders Change %
+2.86%
% of All Funds
2.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
17
Increased
34
Reduced
35
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$86.9M +$50.9M +1,294,618 +233%
Vanguard Group
2
Vanguard Group
Pennsylvania
$39.4M +$1.93M +49,007 +6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$35.9M +$1.49M +37,898 +5%
SYBT
4
Stock Yards Bank & Trust
Kentucky
$34.5M +$1.14M +28,906 +4%
CIP
5
Champlain Investment Partners
Vermont
$33M -$3.11M -79,170 -10%
BFA
6
BlackRock Fund Advisors
California
$32.9M +$4.23M +107,667 +18%
BIT
7
BlackRock Institutional Trust
California
$32.1M -$1.45M -36,787 -5%
State Street
8
State Street
Massachusetts
$19.6M +$1.95M +49,644 +13%
WC
9
Walthausen & Co
New York
$13.9M -$109K -2,780 -0.9%
Northern Trust
10
Northern Trust
Illinois
$13.5M +$155K +3,949 +1%
MOACM
11
Mutual of America Capital Management
New York
$12.8M +$318K +8,096 +3%
WCM
12
Wedge Capital Management
North Carolina
$11.3M -$7.06M -179,752 -43%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$9.31M +$61.9K +1,575 +0.8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$8.27M +$395K +10,045 +6%
PAM
15
Panagora Asset Management
Massachusetts
$7.96M +$273K +6,947 +4%
RHCA
16
Rosenthal Henry Capital Advisors
Indiana
$7.13M +$5.97M +151,880 New
Stifel Financial
17
Stifel Financial
Missouri
$6.83M +$5.71M +145,428 New
Norges Bank
18
Norges Bank
Norway
$5.73M
Morgan Stanley
19
Morgan Stanley
New York
$5.15M +$2.94M +74,744 +213%
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.01M -$24.9K -635 -0.6%
FAM
21
Fenimore Asset Management
New York
$5M -$3.31M -84,275 -44%
FAM
22
Formidable Asset Management
Ohio
$4.68M +$224K +5,701 +6%
BIM
23
BlackRock Investment Management
Delaware
$4.32M -$69K -1,757 -2%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$4.25M
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$4.12M -$264K -6,709 -7%

SYBT Hedge Fund Activity: Q4 2016 in Review

108 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Stock Yards Bancorp (SYBT) for Q4 2016, worth a combined $519M — up 59% from $327M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SYBT positions and 13 closed out — a net gain of 4 holders — while 34 added to existing stakes and 35 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $50.9M. The largest seller was River Road Asset Management, exiting entirely with an estimated $17.3M sold.

  • 108 institutional investors held Stock Yards Bancorp (SYBT) as of Q4 2016, up from 105 in Q3 2016.
  • Funds reported $519M of Stock Yards Bancorp stock for Q4 2016, up 59% quarter-over-quarter.
  • 17 funds opened new Stock Yards Bancorp positions in Q4 2016 and 13 closed out, a net change of +4 holders.
  • The largest Stock Yards Bancorp buyer in Q4 2016 was Fidelity Investments, an estimated $50.9M added.
  • The largest Stock Yards Bancorp seller in Q4 2016 was River Road Asset Management, an estimated $17.3M sold.

Based on aggregated 13F filings for Q4 2016.