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444 hedge funds and large institutions have $12.5B invested in Saia in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 156 increasing their positions, 159 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 56

13% more capital invested

Capital invested by funds: $11.1B → $12.5B (+$1.43B)

3% more funds holding

Funds holding: 431444 (+13)

2.9% more ownership

Funds ownership: 104.66%107.57% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2% less repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 159

10% less call options, than puts

Call options by funds: $101M | Put options by funds: $112M

Holders
444
Holders Change
+13
Holders Change %
+3.02%
% of All Funds
6.47%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
75
Increased
156
Reduced
159
Closed
56
Calls
$101M
Puts
$112M
Net Calls
-$11.2M
Net Calls Change
-$47.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
251
Mariner
Kansas
$684K -$7.68K -19 -1%
Commonwealth Equity Services
252
Commonwealth Equity Services
Massachusetts
$679K
KFP
253
KMG Fiduciary Partners
Ohio
$672K
AP
254
Atwood & Palmer
Missouri
$657K
VCM
255
Virtue Capital Management
Tennessee
$648K -$829K -2,051 Closed
LA
256
LVW Advisors
New York
$642K -$10.5K -26 -2%
Aviva
257
Aviva
United Kingdom
$641K +$4.85K +12 +0.8%
URS
258
Utah Retirement Systems
Utah
$633K
MOS
259
MGO One Seven
Ohio
$624K -$81.2K -201 -12%
BTWM
260
Baker Tilly Wealth Management
Wisconsin
$621K -$9.29K -23 -2%
AWM
261
Avior Wealth Management
Nebraska
$607K -$49.7K -123 -8%
KAS
262
Kestra Advisory Services
Texas
$606K +$1.62K +4 +0.3%
YIH
263
Y-Intercept (HK)
Hong Kong
$601K +$111K +275 +25%
CAN
264
Cetera Advisor Networks
California
$597K +$89.7K +222 +19%
AIM
265
Aigen Investment Management
New York
$594K +$548K +1,355 New
EA
266
Everpar Advisors
Oklahoma
$585K +$539K +1,335 New
PWG
267
Portside Wealth Group
Utah
$575K -$8.08K -20 -2%
QCM
268
QRG Capital Management
Illinois
$550K -$169K -419 -25%
PAS
269
Park Avenue Securities
New York
$543K -$20.2K -50 -4%
SP
270
Symmetry Partners
Connecticut
$536K +$483K +1,196 New
IB
271
Intrust Bank
Kansas
$535K +$21K +52 +4%
DI
272
DFPG Investments
Utah
$528K +$52.9K +131 +12%
FNBOO
273
First National Bank of Omaha
Nebraska
$514K
CC
274
Cipher Capital
New York
$514K +$474K +1,172 New
Lazard Asset Management
275
Lazard Asset Management
New York
$513K -$802K -1,985 -63%

SAIA Hedge Fund Activity: Q4 2023 in Review

444 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Saia (SAIA) for Q4 2023, worth a combined $12.5B — up 13% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new SAIA positions and 56 closed out — a net gain of 19 holders — while 156 added to existing stakes and 159 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $210M. The largest seller was Balyasny Asset Management, cutting an estimated $114M.

  • 444 institutional investors held Saia (SAIA) as of Q4 2023, up from 431 in Q3 2023.
  • Funds reported $12.5B of Saia stock for Q4 2023, up 13% quarter-over-quarter.
  • 75 funds opened new Saia positions in Q4 2023 and 56 closed out, a net change of +19 holders.
  • The largest Saia buyer in Q4 2023 was Capital Research Global Investors, an estimated $210M added.
  • The largest Saia seller in Q4 2023 was Balyasny Asset Management, an estimated $114M sold.

Based on aggregated 13F filings for Q4 2023.