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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
VAG
426
VisionPoint Advisory Group
Texas
$4.82K +$4.45K +11 New
TCWA
427
Turtle Creek Wealth Advisors
Texas
$4.38K +$4.04K +10 New
GA
428
GoalVest Advisory
New York
$3.94K -$8.89K -22 -71%
CTC
429
Central Trust Company
Missouri
$3.94K
SIC
430
SJS Investment Consulting
Ohio
$3.51K
FHA
431
First Horizon Advisors
Tennessee
$3.5K -$1.62K -4 -33%
PWMG
432
Private Wealth Management Group
New Jersey
$2.63K +$2.42K +6 New
OLVIG
433
Oliver Lagore Vanvalin Investment Group
Michigan
$2.63K
Jones Financial Companies
434
Jones Financial Companies
Missouri
$2.63K +$2.42K +6 New
LTI
435
Laffer Tengler Investments
Tennessee
$2.63K +$2.42K +6 New
PWA
436
Provenance Wealth Advisors
Florida
$2.63K +$2.42K +6 New
PFBT
437
Parkside Financial Bank & Trust
Missouri
$2.19K
DPW
438
DiNuzzo Private Wealth
Pennsylvania
$2.19K +$2.02K +5 New
BTI
439
Blue Trust Inc
Georgia
$2K -$11.7K -29 -83%
CAS
440
Coppell Advisory Solutions
Texas
$1.75K +$1.62K +4 New
WT
441
Whittier Trust
California
$1.75K -$3.23K -8 -67%
CCA
442
Criterion Capital Advisors
Tennessee
$1.31K +$1.21K +3 New
CAL
443
Capital Advisors Ltd
Ohio
$1K
HCP
444
Hexagon Capital Partners
Arkansas
$877
AFWM
445
Abich Financial Wealth Management
Virginia
$876 +$808 +2 New
GWS
446
Glassman Wealth Services
Virginia
$438
CSS
447
Cubist Systematic Strategies
Connecticut
-$18.2M -45,041 Closed
CC
448
Carlson Capital
Texas
-$8.89M -22,300 Closed
CIP
449
Chartwell Investment Partners
Pennsylvania
-$8.48M -21,272 Closed
TI
450
Trexquant Investment
Connecticut
-$7.76M -19,472 Closed

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.