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362 hedge funds and large institutions have $8.62B invested in Saia in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 131 increasing their positions, 121 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 28

47% more call options, than puts

Call options by funds: $37.7M | Put options by funds: $25.7M

37% more capital invested

Capital invested by funds: $6.31B → $8.62B (+$2.31B)

11% more funds holding

Funds holding: 326362 (+36)

3.39% more ownership

Funds ownership: 115.95%119.34% (+3.4%)

8% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 121

Holders
362
Holders Change
+36
Holders Change %
+11.04%
% of All Funds
5.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
68
Increased
131
Reduced
121
Closed
28
Calls
$37.7M
Puts
$25.7M
Net Calls
+$12M
Net Calls Change
+$17.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
226
LVW Advisors
New York
$492K +$483K +1,808 New
AO
227
Advisor OS
Illinois
$488K +$479K +1,793 New
BTWM
228
Baker Tilly Wealth Management
Wisconsin
$472K +$49.9K +187 +12%
MML Investors Services
229
MML Investors Services
Massachusetts
$439K +$128K +478 +42%
Alyeska Investment Group
230
Alyeska Investment Group
Illinois
$437K +$428K +1,605 New
HCM
231
HMS Capital Management
Tennessee
$432K +$117K +437 +38%
IAM
232
Innovis Asset Management
Illinois
$424K +$1.07K +4 +0.3%
KFP
233
KMG Fiduciary Partners
Ohio
$417K
Ohio Public Employees Retirement System (OPERS)
234
Ohio Public Employees Retirement System (OPERS)
Ohio
$414K +$31.8K +119 +8%
AWS
235
Atria Wealth Solutions
New York
$411K +$17.9K +67 +5%
QIM
236
Quantitative Investment Management
Virginia
$405K +$397K +1,489 New
Mariner
237
Mariner
Kansas
$399K +$107K +402 +38%
PA
238
Profund Advisors
Maryland
$393K -$58.2K -218 -13%
MLICM
239
Metropolitan Life Insurance Company (MetLife)
New York
$390K -$52.6K -197 -12%
GC
240
Guggenheim Capital
Illinois
$366K +$28K +105 +8%
SCM
241
Shelton Capital Management
Colorado
$365K
OSAM
242
O'Shaughnessy Asset Management
Connecticut
$360K +$8.27K +31 +2%
AWAU
243
Alliance Wealth Advisors (Utah)
Utah
$347K +$19.5K +73 +6%
Mercer Global Advisors
244
Mercer Global Advisors
Colorado
$345K +$338K +1,267 New
CAN
245
Cetera Advisor Networks
California
$343K +$337K +1,261 New
CP
246
Covenant Partners
Tennessee
$342K +$335K +1,256 New
UBS Group
247
UBS Group
Switzerland
$335K -$2.25M -8,419 -87%
KAS
248
Kestra Advisory Services
Texas
$330K -$129K -484 -29%
Mackenzie Financial
249
Mackenzie Financial
Ontario, Canada
$329K -$121K -453 -27%
Amundi
250
Amundi
France
$329K -$25.1K -94 -7%

SAIA Hedge Fund Activity: Q1 2023 in Review

362 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Saia (SAIA) for Q1 2023, worth a combined $8.62B — up 37% from $6.31B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SAIA positions and 28 closed out — a net gain of 40 holders — while 131 added to existing stakes and 121 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, opening a new position worth an estimated $193M. The largest seller was T. Rowe Price Associates, cutting an estimated $118M.

  • 362 institutional investors held Saia (SAIA) as of Q1 2023, up from 326 in Q4 2022.
  • Funds reported $8.62B of Saia stock for Q1 2023, up 37% quarter-over-quarter.
  • 68 funds opened new Saia positions in Q1 2023 and 28 closed out, a net change of +40 holders.
  • The largest Saia buyer in Q1 2023 was Kayne Anderson Rudnick Investment Management, an estimated $193M added.
  • The largest Saia seller in Q1 2023 was T. Rowe Price Associates, an estimated $118M sold.

Based on aggregated 13F filings for Q1 2023.