We are live on ! Find out more

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
Macquarie Group
51
Macquarie Group
Australia
$38M -$1.77M -4,381 -5%
Millennium Management
52
Millennium Management
New York
$36.9M -$69.6M -172,188 -67%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$36.1M +$632K +1,565 +2%
Bank of America
54
Bank of America
North Carolina
$35.5M +$3.11M +7,691 +10%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$33.8M -$3.61M -8,940 -10%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$33.6M -$1.33M -3,288 -4%
WCM Investment Management
57
WCM Investment Management
California
$33.2M +$11.1M +27,359 +59%
IP
58
Interval Partners
New York
$33M +$9.2M +22,779 +43%
Massachusetts Financial Services
59
Massachusetts Financial Services
Massachusetts
$31.3M -$3.03M -7,496 -9%
RIM
60
Ranger Investment Management
Texas
$30.8M +$166K +411 +0.6%
Legal & General Group
61
Legal & General Group
United Kingdom
$28.9M +$1.55M +3,830 +6%
First Trust Advisors
62
First Trust Advisors
Illinois
$28.4M -$8.23M -20,372 -24%
Primecap Management
63
Primecap Management
California
$27M +$889K +2,200 +4%
Comerica Bank
64
Comerica Bank
Texas
$26.7M +$2.52M +6,244 +11%
CII
65
Capital International Inc
California
$25.7M -$1.5M -3,714 -6%
PI
66
Putnam Investments
Massachusetts
$24M +$2.91M +7,208 +15%
Swiss National Bank
67
Swiss National Bank
Switzerland
$22.9M -$2.46M -6,100 -10%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$22M -$442K -1,093 -2%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$22M -$1M -2,475 -5%
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$19.4M -$10.8M -26,627 -38%
UBS AM
71
UBS AM
Illinois
$19M +$327K +810 +2%
NCGI
72
Next Century Growth Investors
Minnesota
$19M +$670K +1,657 +4%
Retirement Systems of Alabama
73
Retirement Systems of Alabama
Alabama
$17.9M +$47.7K +118 +0.3%
CWM
74
Congress Wealth Management
Massachusetts
$17.9M +$680K +1,684 +4%
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$17.1M +$6.03M +14,915 +62%

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.