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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
VWM
401
Venturi Wealth Management
Texas
$21K
RCM
402
Raleigh Capital Management
North Carolina
$20.2K +$10.5K +26 +130%
LC
403
Lindbrook Capital
California
$19.7K +$7.27K +18 +67%
SVCP
404
Silicon Valley Capital Partners
California
$18.8K
AAP
405
Arax Advisory Partners
Colorado
$18.4K
CI Investments Inc
406
CI Investments Inc
Ontario, Canada
$18K -$163K -404 -91%
VFA
407
Virtus Fund Advisers
Connecticut
$17.5K -$44.4K -110 -73%
IRC
408
Investors Research Corp
Georgia
$17.1K +$15.8K +39 New
LA
409
LM Advisors
California
$15.1K +$14.1K +35 New
FFA
410
Farther Finance Advisors
California
$14K +$4.04K +10 +45%
HI
411
Harbour Investments
Wisconsin
$12.7K -$11.3K -28 -49%
PTC
412
Private Trust Company
Ohio
$11.8K
BF
413
BOK Financial
Oklahoma
$11.4K -$1.21K -3 -10%
Mitsubishi UFJ Asset Management
414
Mitsubishi UFJ Asset Management
Japan
$9.21K
BGAI
415
Bruce G. Allen Investments
Colorado
$8.76K +$8.08K +20 New
JWA
416
JFS Wealth Advisors
Pennsylvania
$8.33K +$404 +1 +6%
PWMG
417
Prestige Wealth Management Group
New Jersey
$7.01K
FMP
418
Financial Management Professionals
Texas
$7K
VCM
419
Versant Capital Management
Arizona
$6.57K
MCM
420
Manchester Capital Management
Vermont
$6.14K
Loomis, Sayles & Company
421
Loomis, Sayles & Company
Massachusetts
$6K +$5.25K +13 New
BIA
422
Bell Investment Advisors
California
$5.26K +$808 +2 +20%
FDCDDQ
423
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.26K +$2.83K +7 +140%
WTC
424
WhitTier Trust Company
Nevada
$4.82K -$24.6K -61 -85%
FMII
425
Farmers & Merchants Investments Inc
Nebraska
$4.82K

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.