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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
KFI
401
Key Financial Inc
Pennsylvania
$28.5K
OA
402
Operose Advisors
Wisconsin
$28K
AGWCA
403
Annis Gardner Whiting Capital Advisors
Florida
$27K +$6.52K +14 +33%
LFA
404
LGT Financial Advisors
Texas
$26.6K
TIM
405
Tortoise Investment Management
New York
$26.6K +$11.2K +24 +75%
Nomura Asset Management
406
Nomura Asset Management
Japan
$25.1K
CI Investments Inc
407
CI Investments Inc
Ontario, Canada
$23K -$178K -382 -89%
MA
408
MCF Advisors
Kentucky
$22.8K
HI
409
Harbour Investments
Wisconsin
$22.3K +$2.33K +5 +12%
LC
410
Lindbrook Capital
California
$21.3K -$2.33K -5 -10%
SVCP
411
Silicon Valley Capital Partners
California
$20.4K
AAP
412
Arax Advisory Partners
Colorado
$19.9K
SWS
413
SYSTM Wealth Solutions
Illinois
$17.5K -$38.2K -82 -69%
OWA
414
Opal Wealth Advisors
New York
$15.7K +$15.4K +33 New
IC
415
Innealta Capital
Texas
$12.8K +$12.6K +27 New
PTC
416
Private Trust Company
Ohio
$11.4K -$1.4K -3 -11%
AIM
417
Anchor Investment Management
South Carolina
$11.4K
CFB
418
Cullen/Frost Bankers
Texas
$11.4K +$6.52K +14 +140%
MG
419
Mather Group
Illinois
$11.1K
Mitsubishi UFJ Asset Management
420
Mitsubishi UFJ Asset Management
Japan
$10.4K
MTC
421
Matrix Trust Company
Colorado
$10K +$9.78K +21 New
PCFFS
422
Pacific Center for Financial Services
California
$9.96K
PFBT
423
Parkside Financial Bank & Trust
Missouri
$9.96K +$5.12K +11 +110%
JWA
424
JFS Wealth Advisors
Pennsylvania
$8.54K -$466 -1 -5%
MAM
425
Meeder Asset Management
Ohio
$8.54K +$6.05K +13 +260%

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.