We are live on ! Find out more

354 hedge funds and large institutions have $6.73B invested in Saia in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 123 increasing their positions, 116 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 54

5% more funds holding

Funds holding: 337354 (+17)

4.19% more ownership

Funds ownership: 100.85%105.04% (+4.2%)

6% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 116

12% less call options, than puts

Call options by funds: $17.5M | Put options by funds: $20M

25% less capital invested

Capital invested by funds: $8.93B → $6.73B (-$2.2B)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
354
Holders Change
+17
Holders Change %
+5.04%
% of All Funds
5.58%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
73
Increased
123
Reduced
116
Closed
54
Calls
$17.5M
Puts
$20M
Net Calls
-$2.48M
Net Calls Change
+$7.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$52K +$9.42K +34 +19%
PA
302
Parallel Advisors
California
$45K +$4.43K +16 +10%
TWA
303
TCI Wealth Advisors
Arizona
$40K +$21.1K +76 +87%
Macquarie Group
304
Macquarie Group
Australia
$39.1K -$139K -502 -0.3%
HFM
305
Harvest Fund Management
China
$39K
CFGS
306
Concourse Financial Group Securities
Alabama
$33K +$38K +137 New
ST
307
Smithfield Trust
Pennsylvania
$30K
SWM
308
Spire Wealth Management
Virginia
$30K
STCOSD
309
Sageworth Trust Company of South Dakota
South Dakota
$25K
KFP
310
KB Financial Partners
New Jersey
$25K +$4.43K +16 +19%
PCG
311
Private Capital Group
Connecticut
$22K -$12.7K -46 -34%
National Bank of Canada
312
National Bank of Canada
Quebec, Canada
$22K
Nomura Asset Management
313
Nomura Asset Management
Japan
$21.7K +$24.7K +89 New
JWM
314
Janiczek Wealth Management
Colorado
$16K -$19.1K -69 -51%
PFGIA
315
Patriot Financial Group Insurance Agency
Massachusetts
$16K
Rockefeller Capital Management
316
Rockefeller Capital Management
New York
$16K +$9.7K +35 +100%
QT
317
Quantbot Technologies
New York
$15K -$526K -1,900 -97%
QCG
318
Quadrant Capital Group
Ohio
$14K +$5.82K +21 +55%
RTC
319
Riverview Trust Company
Washington
$14K +$15.5K +56 New
Northwestern Mutual Wealth Management
320
Northwestern Mutual Wealth Management
Wisconsin
$12K +$6.93K +25 +100%
FPS
321
Fieldpoint Private Securities
Connecticut
$11K -$1.39K -5 -10%
FCA
322
FinTrust Capital Advisors
South Carolina
$11K +$831 +3 +7%
FMII
323
Farmers & Merchants Investments Inc
Nebraska
$11K +$13K +47 New
PFS
324
Prospera Financial Services
Texas
$10K +$10.8K +39 New
KFI
325
Key Financial Inc
Pennsylvania
$10K +$11.6K +42 New

SAIA Hedge Fund Activity: Q1 2022 in Review

354 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Saia (SAIA) for Q1 2022, worth a combined $6.73B — down 25% from $8.93B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SAIA positions and 54 closed out — a net gain of 19 holders — while 123 added to existing stakes and 116 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $164M. The largest seller was Scopus Asset Management, exiting entirely with an estimated $43.5M sold.

  • 354 institutional investors held Saia (SAIA) as of Q1 2022, up from 337 in Q4 2021.
  • Funds reported $6.73B of Saia stock for Q1 2022, down 25% quarter-over-quarter.
  • 73 funds opened new Saia positions in Q1 2022 and 54 closed out, a net change of +19 holders.
  • The largest Saia buyer in Q1 2022 was T. Rowe Price Associates, an estimated $164M added.
  • The largest Saia seller in Q1 2022 was Scopus Asset Management, an estimated $43.5M sold.

Based on aggregated 13F filings for Q1 2022.