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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
CA
301
Clearstead Advisors
Ohio
$322K +$260K +558 +461%
CNBT
302
Canandaigua National Bank & Trust
New York
$321K
BFG
303
Bleakley Financial Group
New Jersey
$320K -$14.9K -32 -5%
SW
304
Simplicity Wealth
New Jersey
$320K -$14.9K -32 -5%
KBC Group
305
KBC Group
Belgium
$320K +$38.2K +82 +14%
CWAF
306
Core Wealth Advisors (Florida)
Florida
$320K +$279K +600 +811%
MYAM
307
Meiji Yasuda Asset Management
Japan
$318K -$4.66K -10 -1%
Cerity Partners
308
Cerity Partners
New York
$314K -$23.3K -50 -7%
WS
309
Wedbush Securities
California
$314K -$5.59K -12 -2%
RJT
310
Raymond James Trust
Florida
$313K +$56.4K +121 +22%
MA
311
MJP Associates
Connecticut
$313K +$16.3K +35 +6%
BFA
312
Brown Financial Advisors
Ohio
$312K +$306K +657 New
EWA
313
EverSource Wealth Advisors
Alabama
$306K +$4.19K +9 +1%
GT
314
Greenleaf Trust
Michigan
$295K +$18.6K +40 +7%
CCM
315
Coldstream Capital Management
Washington
$294K +$99.2K +213 +52%
IA
316
IFP Advisors
Florida
$289K +$248K +533 +692%
AWM
317
Axxcess Wealth Management
California
$286K -$932 -2 -0.3%
FFM
318
Forum Financial Management
Illinois
$285K +$466 +1 +0.2%
AA
319
ALPS Advisors
Colorado
$284K -$932 -2 -0.3%
QCG
320
Quadrant Capital Group
Ohio
$282K -$17.2K -37 -6%
TSS
321
Two Sigma Securities
New York
$282K -$723K -1,552 -72%
FTDI
322
First Trust Direct Indexing
Massachusetts
$281K +$276K +593 New
OSAM
323
O'Shaughnessy Asset Management
Connecticut
$280K -$256K -550 -48%
LAM
324
Lifestyle Asset Management
Texas
$276K +$81.5K +175 +43%
FFA
325
Farther Finance Advisors
California
$275K +$256K +550 +1,667%

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.