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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
BlackRock
1
BlackRock
New York
$1.23B +$129M +319,128 +13%
Capital International Investors
2
Capital International Investors
California
$1.18B -$88.2M -218,255 -8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.09B +$4.88M +12,074 +0.5%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$863M -$32.8M -81,082 -4%
Capital Research Global Investors
5
Capital Research Global Investors
California
$403M +$210M +519,819 +130%
Capital World Investors
6
Capital World Investors
California
$364M -$60.8M -150,420 -15%
Artisan Partners
7
Artisan Partners
Wisconsin
$358M +$6.19M +15,317 +2%
Kayne Anderson Rudnick Investment Management
8
Kayne Anderson Rudnick Investment Management
California
$355M +$8.83M +21,848 +3%
Invesco
9
Invesco
Georgia
$339M +$27.3M +67,474 +10%
State Street
10
State Street
Massachusetts
$333M +$8.24M +20,395 +3%
VNIM
11
Vaughan Nelson Investment Management
Texas
$291M +$93M +230,058 +53%
WA
12
Wasatch Advisors
Utah
$249M +$3.47M +8,599 +2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$211M +$82M +202,873 +73%
Norges Bank
14
Norges Bank
Norway
$201M +$23M +56,859 +14%
T. Rowe Price Investment Management
15
T. Rowe Price Investment Management
Maryland
$193M +$863K +2,137 +0.5%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$190M +$6.18M +15,304 +4%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$185M -$24M -59,311 -12%
Lord, Abbett & Co
18
Lord, Abbett & Co
New Jersey
$180M +$84.2M +208,288 +103%
Westfield Capital Management
19
Westfield Capital Management
Massachusetts
$165M -$4.08M -10,087 -3%
AllianceBernstein
20
AllianceBernstein
Tennessee
$158M -$32.1M -79,562 -18%
CAM
21
Congress Asset Management
Massachusetts
$155M -$2.14M -5,285 -1%
Bessemer Group
22
Bessemer Group
New Jersey
$152M +$4.01M +9,914 +3%
Citadel Advisors
23
Citadel Advisors
Florida
$149M -$7.59M -18,793 -5%
AIM
24
Artemis Investment Management
United Kingdom
$140M +$5.84M +14,449 +5%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$117M +$20.6M +50,970 +23%

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.