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388 hedge funds and large institutions have $10.4B invested in Saia in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 116 increasing their positions, 162 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

67% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 39

20% more capital invested

Capital invested by funds: $8.62B → $10.4B (+$1.77B)

7% more funds holding

Funds holding: 362388 (+26)

1% less call options, than puts

Call options by funds: $77.9M | Put options by funds: $78.8M

5.03% less ownership

Funds ownership: 119.34%114.3% (-5%)

28% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 162

Holders
388
Holders Change
+26
Holders Change %
+7.18%
% of All Funds
6.09%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.08%
New
65
Increased
116
Reduced
162
Closed
39
Calls
$77.9M
Puts
$78.8M
Net Calls
-$919K
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.04B -$1.18M -4,093 -0.1%
Capital International Investors
2
Capital International Investors
California
$981M +$39.5M +136,465 +5%
BlackRock
3
BlackRock
New York
$851M -$206M -712,285 -22%
Vanguard Group
4
Vanguard Group
Pennsylvania
$849M -$33.4M -115,541 -4%
Capital World Investors
5
Capital World Investors
California
$379M +$12.1M +41,800 +4%
WA
6
Wasatch Advisors
Utah
$267M -$23.1M -79,820 -9%
Kayne Anderson Rudnick Investment Management
7
Kayne Anderson Rudnick Investment Management
California
$261M +$11.3M +39,141 +5%
State Street
8
State Street
Massachusetts
$254M -$42.5M -146,920 -17%
Invesco
9
Invesco
Georgia
$220M +$42M +145,111 +29%
AllianceBernstein
10
AllianceBernstein
Tennessee
$187M -$82.5M -285,025 -34%
Westfield Capital Management
11
Westfield Capital Management
Massachusetts
$174M +$1.47M +5,072 +1%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$165M -$13.7M -47,501 -9%
Artisan Partners
13
Artisan Partners
Wisconsin
$163M +$21.1M +72,862 +18%
T. Rowe Price Investment Management
14
T. Rowe Price Investment Management
Maryland
$150M -$5.87M -20,284 -4%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$141M -$31M -107,024 -21%
Capital Research Global Investors
16
Capital Research Global Investors
California
$139M -$4.02M -13,902 -3%
Bessemer Group
17
Bessemer Group
New Jersey
$135M +$1.13M +3,889 +1%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$132M -$8.51M -29,399 -7%
CAM
19
Congress Asset Management
Massachusetts
$125M -$18.6M -64,416 -15%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$122M -$9.53M -32,943 -8%
Morgan Stanley
21
Morgan Stanley
New York
$120M +$10M +34,591 +11%
VNIM
22
Vaughan Nelson Investment Management
Texas
$111M -$38.8M -134,115 -29%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$108M +$91.1M +314,733 New
JP Morgan Chase
24
JP Morgan Chase
New York
$106M -$30.5M -105,453 -25%
AIM
25
Artemis Investment Management
United Kingdom
$104M +$15.7M +54,317 +22%

SAIA Hedge Fund Activity: Q2 2023 in Review

388 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Saia (SAIA) for Q2 2023, worth a combined $10.4B — up 20% from $8.62B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new SAIA positions and 39 closed out — a net gain of 26 holders — while 116 added to existing stakes and 162 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $91.1M. The largest seller was BlackRock, cutting an estimated $206M.

  • 388 institutional investors held Saia (SAIA) as of Q2 2023, up from 362 in Q1 2023.
  • Funds reported $10.4B of Saia stock for Q2 2023, up 20% quarter-over-quarter.
  • 65 funds opened new Saia positions in Q2 2023 and 39 closed out, a net change of +26 holders.
  • The largest Saia buyer in Q2 2023 was Balyasny Asset Management, an estimated $91.1M added.
  • The largest Saia seller in Q2 2023 was BlackRock, an estimated $206M sold.

Based on aggregated 13F filings for Q2 2023.