SCCO ranks #588 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
SCCO is a top-conviction position for General Pension Society PZU Joint Stock Co — at 9.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in SCCO belongs to BlackRock, Inc., but the position matters far more to General Pension Society PZU Joint Stock Co, who has 9.9% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
BlackRock has added to its SCCO position for two straight quarters, increasing it by $464.4M to reach $1.7B today.
FIL Ltd has trimmed its SCCO position for two straight quarters, cutting it by $44.5M while still holding $27.6M.
SCCO is down 3% today, but institutions show net buying of $3.0B this quarter — a divergence between today's price move and the underlying institutional flow.