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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
SCM
276
Shelton Capital Management
Colorado
$502K -$38.4K -95 -8%
SPIA
277
Steward Partners Investment Advisory
New York
$497K +$4.04K +10 +0.9%
CP
278
Covenant Partners
Tennessee
$482K
IWA
279
Icon Wealth Advisors
Texas
$482K +$444K +1,100 New
TI
280
Tidal Investments
Wisconsin
$475K -$231K -572 -35%
KIA
281
KLR Investment Advisors
Rhode Island
$474K +$437K +1,082 New
JF
282
Jump Financial
Illinois
$465K -$2.09M -5,168 -83%
BCI
283
Brinker Capital Investments
Pennsylvania
$461K -$339K -838 -44%
OPS
284
Orion Portfolio Solutions
Nebraska
$461K -$339K -838 -44%
GAM
285
Gotham Asset Management
New York
$454K -$737K -1,825 -64%
AWAU
286
Alliance Wealth Advisors (Utah)
Utah
$454K -$15K -37 -3%
FPGK
287
Financial Partners Group (Kansas)
Kansas
$449K
Cerity Partners
288
Cerity Partners
New York
$447K +$412K +1,019 New
Fifth Third Bancorp
289
Fifth Third Bancorp
Ohio
$434K -$393K -972 -50%
FAM
290
Fred Alger Management
New York
$427K +$62.6K +155 +19%
Rafferty Asset Management
291
Rafferty Asset Management
New York
$416K +$67.1K +166 +21%
SAM
292
Shell Asset Management
Netherlands
$411K +$379K +937 New
AWS
293
Atria Wealth Solutions
New York
$406K -$39.6K -98 -10%
Cambridge Investment Research Advisors
294
Cambridge Investment Research Advisors
Iowa
$405K +$95K +235 +34%
HCM
295
HMS Capital Management
Tennessee
$403K -$404 -1 -0.1%
HI
296
Handelsinvest Investeringsforvaltning
Denmark
$401K +$370K +916 New
II
297
Inspire Investing
Idaho
$385K +$46.9K +116 +15%
BWM
298
Baron Wealth Management
Michigan
$381K
PA
299
Profund Advisors
Maryland
$377K +$57K +141 +20%
CNBT
300
Canandaigua National Bank & Trust
New York
$372K -$1.62K -4 -0.5%

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.