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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
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$105M -$10.1M -24,898 -9%
Morgan Stanley
27
Morgan Stanley
New York
$105M +$47M +116,389 +94%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$100M -$3.12M -7,731 -3%
Ameriprise
29
Ameriprise
Minnesota
$93.5M +$24.2M +59,888 +39%
Jennison Associates
30
Jennison Associates
New York
$92.8M +$34M +84,046 +66%
Charles Schwab
31
Charles Schwab
California
$91.5M +$1.13M +2,801 +1%
Natixis Advisors
32
Natixis Advisors
Massachusetts
$89M +$25M +61,862 +44%
DCM
33
Driehaus Capital Management
Illinois
$88.3M +$11.4M +28,279 +16%
N
34
Nuveen
North Carolina
$85.4M +$17.6M +43,657 +29%
Northern Trust
35
Northern Trust
Illinois
$82.8M +$286K +708 +0.4%
JP Morgan Chase
36
JP Morgan Chase
New York
$76.5M -$11.9M -29,356 -14%
Goldman Sachs
37
Goldman Sachs
New York
$75.2M -$6.27M -15,520 -8%
Wells Fargo
38
Wells Fargo
California
$75.1M +$5.86M +14,502 +9%
DCP
39
Durable Capital Partners
Maryland
$65.5M +$30.1M +74,436 +99%
Allspring Global Investments
40
Allspring Global Investments
North Carolina
$62.9M -$6.67M -16,495 -10%
Royal London Asset Management
41
Royal London Asset Management
United Kingdom
$62.2M -$1.59M -3,947 -3%
Victory Capital Management
42
Victory Capital Management
Texas
$52.4M +$13.1M +32,353 +37%
TCM
43
TimesSquare Capital Management
New York
$50.7M +$26.3M +65,185 +129%
SEI Investments
44
SEI Investments
Pennsylvania
$49.9M -$271K -670 -0.6%
Principal Financial Group
45
Principal Financial Group
Iowa
$47.4M +$1M +2,485 +2%
PCM
46
Palisade Capital Management
New Jersey
$43.5M -$2.97M -7,338 -7%
NIMI
47
Natixis Investment Managers International
France
$42M +$13.5M +33,445 +54%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$40.9M +$2.19M +5,415 +6%
American Century Companies
49
American Century Companies
Missouri
$39.8M -$13M -32,270 -26%
RJA
50
Raymond James & Associates
Florida
$39.7M -$731K -1,809 -2%

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.