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Stock Yards Bancorp

105 hedge funds and large institutions have $415M invested in Stock Yards Bancorp in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 34

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.54% less ownership

Funds ownership: 48.79%48.24% (-0.54%)

3% less capital invested

Capital invested by funds: $430M → $415M (-$14.6M)

3% less funds holding

Funds holding: 108105 (-3)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
105
Holders Change
-3
Holders Change %
-2.78%
% of All Funds
2.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
8
Increased
40
Reduced
34
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$57.9M +$698K +19,418 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$54M -$16.3M -452,603 -24%
Vanguard Group
3
Vanguard Group
Pennsylvania
$35.5M +$676K +18,802 +2%
SYBT
4
Stock Yards Bank & Trust
Kentucky
$33.9M -$155K -4,300 -0.5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$30.4M +$412K +11,455 +1%
CIP
6
Champlain Investment Partners
Vermont
$29.9M +$5.84M +162,578 +26%
State Street
7
State Street
Massachusetts
$15.8M +$13.8K +384 +0.1%
WC
8
Walthausen & Co
New York
$12.1M +$1.55M +43,160 +16%
Northern Trust
9
Northern Trust
Illinois
$11.7M -$245K -6,830 -2%
MOACM
10
Mutual of America Capital Management
New York
$10.8M +$279K +7,760 +3%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.17M +$4.18M +116,380 +118%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$7.95M +$218K +6,075 +3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$6.91M -$81.9K -2,280 -1%
RHCA
14
Rosenthal Henry Capital Advisors
Indiana
$6.16M -$35.2K -980 -0.6%
PAM
15
Panagora Asset Management
Massachusetts
$5.91M -$261K -7,264 -4%
Stifel Financial
16
Stifel Financial
Missouri
$5.53M +$4.63K +129 +0.1%
WCM
17
Wedge Capital Management
North Carolina
$5.32M -$32.6K -906 -0.6%
FAM
18
Formidable Asset Management
Ohio
$4.89M -$21.5K -599 -0.5%
FAM
19
Fenimore Asset Management
New York
$4.04M -$3.59K -100 -0.1%
Deutsche Bank
20
Deutsche Bank
Germany
$3.84M +$1.2M +33,320 +49%
Charles Schwab
21
Charles Schwab
California
$3.69M +$185K +5,135 +6%
Norges Bank
22
Norges Bank
Norway
$3.48M -$1.09M -30,364 -25%
Renaissance Technologies
23
Renaissance Technologies
New York
$3.23M +$1.43M +39,800 +88%
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$3.17M -$1.44M -39,971 -32%
TCIM
25
TIAA CREF Investment Management
New York
$2.85M +$248K +6,906 +10%

SYBT Hedge Fund Activity: Q3 2017 in Review

105 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Stock Yards Bancorp (SYBT) for Q3 2017, worth a combined $415M — down 3.4% from $430M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SYBT and 8 opened new positions — a net loss of 3 holders — while 34 trimmed existing stakes and 40 added.

The largest buyer was Champlain Investment Partners, adding an estimated $5.84M. The largest seller was Fidelity Investments, cutting an estimated $16.3M.

  • 105 institutional investors held Stock Yards Bancorp (SYBT) as of Q3 2017, down from 108 in Q2 2017.
  • Funds reported $415M of Stock Yards Bancorp stock for Q3 2017, down 3.4% quarter-over-quarter.
  • 8 funds opened new Stock Yards Bancorp positions in Q3 2017 and 11 closed out, a net change of -3 holders.
  • The largest Stock Yards Bancorp buyer in Q3 2017 was Champlain Investment Partners, an estimated $5.84M added.
  • The largest Stock Yards Bancorp seller in Q3 2017 was Fidelity Investments, an estimated $16.3M sold.

Based on aggregated 13F filings for Q3 2017.