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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
QT
376
Quantbot Technologies
New York
$69.2K -$385K -952 -86%
SAM
377
Smartleaf Asset Management
Massachusetts
$63.7K +$57.4K +142 New
SWS
378
SYSTM Wealth Solutions
Illinois
$60K +$55.4K +137 New
NS
379
NBC Securities
Alabama
$59K -$404 -1 -0.7%
BFEC
380
Benjamin F. Edwards & Company
Missouri
$58K +$53.3K +132 New
ST
381
Smithfield Trust
Pennsylvania
$55K
ASN
382
Advisory Services Network
Georgia
$47.8K +$44K +109 New
UFF
383
USA Financial Formulas
Michigan
$45.1K -$49.3K -122 -54%
National Bank of Canada
384
National Bank of Canada
Quebec, Canada
$44.5K +$42K +104 New
IPW
385
Impact Partnership Wealth
Georgia
$44.3K +$40.8K +101 New
BEI
386
Benjamin Edwards Inc
Missouri
$43K +$2.83K +7 +8%
GI
387
GAMMA Investing
California
$42.8K +$38.4K +95 New
Northwestern Mutual Wealth Management
388
Northwestern Mutual Wealth Management
Wisconsin
$42.1K +$2.02K +5 +5%
Nomura Asset Management
389
Nomura Asset Management
Japan
$39K
HNB
390
Huntington National Bank
Ohio
$33.3K +$16.2K +40 +111%
CWAF
391
Core Wealth Advisors (Florida)
Florida
$32.4K +$29.9K +74 New
SWM
392
Spire Wealth Management
Virginia
$28.4K -$2.02K -5 -7%
KFI
393
Key Financial Inc
Pennsylvania
$26.3K
IA
394
IFP Advisors
Florida
$25.9K -$137K -340 -85%
OA
395
Operose Advisors
Wisconsin
$25.9K
CIM
396
Contravisory Investment Management
Massachusetts
$25.9K +$23.8K +59 New
PA
397
Pineridge Advisors
Missouri
$25.9K +$23.8K +59 New
LFA
398
LGT Financial Advisors
Texas
$24.5K
VSQM
399
V-Square Quantitative Management
Illinois
$22.8K +$21K +52 New
MA
400
MCF Advisors
Kentucky
$22.4K

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.