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460 hedge funds and large institutions have $13.7B invested in Saia in 2024 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 186 increasing their positions, 165 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 165

4.67% more ownership

Funds ownership: 104%108.67% (+4.7%)

9% less funds holding

Funds holding: 504460 (-44)

15% less capital invested

Capital invested by funds: $16.2B → $13.7B (-$2.46B)

39% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 96

42% less call options, than puts

Call options by funds: $107M | Put options by funds: $187M

75% less funds holding in top 10

Funds holding in top 10: 82 (-6)

Holders
460
Holders Change
-44
Holders Change %
-8.73%
% of All Funds
6.64%
Holding in Top 10
2
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
59
Increased
186
Reduced
165
Closed
96
Calls
$107M
Puts
$187M
Net Calls
-$79.1M
Net Calls Change
-$84.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CP
276
Covenant Partners
Tennessee
$437K
MFS
277
Mattson Financial Services
Michigan
$433K +$425K +913 New
IWA
278
Icon Wealth Advisors
Texas
$423K -$61K -131 -11%
SPIA
279
Steward Partners Investment Advisory
New York
$418K -$70.8K -152 -15%
AWAU
280
Alliance Wealth Advisors (Utah)
Utah
$418K -$11.6K -25 -3%
MOS
281
MGO One Seven
Ohio
$416K -$25.6K -55 -6%
BWM
282
Baron Wealth Management
Michigan
$414K +$932 +2 +0.2%
JSW
283
Journey Strategic Wealth
New Jersey
$410K +$22.4K +48 +6%
WC
284
Wexford Capital
Florida
$395K +$388K +832 New
ONB
285
Old National Bancorp
Indiana
$392K +$385K +826 New
IIM
286
Ipswich Investment Management
Massachusetts
$389K
OIA
287
OneDigital Investment Advisors
Kansas
$386K +$16.3K +35 +4%
PA
288
Profund Advisors
Maryland
$366K -$129K -278 -27%
ECM
289
Evergreen Capital Management
Washington
$362K +$62.9K +135 +21%
II
290
Inspire Investing
Idaho
$354K +$61.5K +132 +21%
CIBC Asset Management
291
CIBC Asset Management
Ontario, Canada
$353K +$6.52K +14 +2%
LWAM
292
Legacy Wealth Asset Management
Minnesota
$351K +$18.6K +40 +6%
RWM
293
Revisor Wealth Management
Ohio
$351K -$307K -660 -47%
HWMA
294
Heritage Wealth Management (Arizona)
Arizona
$344K -$38.7K -83 -10%
HFO
295
Heritage Family Offices
Arizona
$344K +$338K +725 New
AAS
296
Avantax Advisory Services
Texas
$343K +$337K +723 New
Cambridge Investment Research Advisors
297
Cambridge Investment Research Advisors
Iowa
$337K -$698K -1,499 -68%
SFA
298
Sequoia Financial Advisors
Ohio
$330K +$69.9K +150 +27%
BW
299
Bison Wealth
Georgia
$328K
CPBTD
300
Central Pacific Bank - Trust Division
Hawaii
$327K -$67.5K -145 -17%

SAIA Hedge Fund Activity: Q2 2024 in Review

460 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Saia (SAIA) for Q2 2024, worth a combined $13.7B — down 15% from $16.2B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of SAIA and 59 opened new positions — a net loss of 37 holders — while 165 trimmed existing stakes and 186 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $421M. The largest seller was DZ Bank, cutting an estimated $171M.

  • 460 institutional investors held Saia (SAIA) as of Q2 2024, down from 504 in Q1 2024.
  • Funds reported $13.7B of Saia stock for Q2 2024, down 15% quarter-over-quarter.
  • 59 funds opened new Saia positions in Q2 2024 and 96 closed out, a net change of -37 holders.
  • The largest Saia buyer in Q2 2024 was T. Rowe Price Associates, an estimated $421M added.
  • The largest Saia seller in Q2 2024 was DZ Bank, an estimated $171M sold.

Based on aggregated 13F filings for Q2 2024.