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Service Corp International

471 hedge funds and large institutions have $9.01B invested in Service Corp International in 2023 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 118 increasing their positions, 184 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 56

21% more capital invested

Capital invested by funds: $7.48B → $9.01B (+$1.54B)

2% more funds holding

Funds holding: 461471 (+10)

1.32% more ownership

Funds ownership: 86.73%88.05% (+1.3%)

33% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $15.2M

36% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 184

Holders
471
Holders Change
+10
Holders Change %
+2.17%
% of All Funds
6.87%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
74
Increased
118
Reduced
184
Closed
56
Calls
$10.2M
Puts
$15.2M
Net Calls
-$5.05M
Net Calls Change
+$5.28M
Name Holding Trade Value Shares
Change
Change in
Stake
RTL
426
Red Tortoise LLC
Georgia
$7.05K
PFBT
427
Parkside Financial Bank & Trust
Missouri
$6.85K +$903 +15 +18%
CA
428
Clearstead Advisors
Ohio
$6.64K -$5.84K -97 -50%
NFA
429
Northwest Financial Advisors
Virginia
$6.6K +$5.78K +96 New
SIS
430
Sound Income Strategies
Florida
$6.03K -$2.23K -37 -30%
TSWM
431
Tyler-Stone Wealth Management
Ohio
$5.41K
BFEC
432
Benjamin F. Edwards & Company
Missouri
$5K
HIA
433
Harbor Investment Advisory
Maryland
$4.52K
SFA
434
Semmax Financial Advisors
North Carolina
$4.25K
FMII
435
Farmers & Merchants Investments Inc
Nebraska
$4.17K
ACA
436
American Capital Advisory
Idaho
$3.7K +$3.25K +54 New
FFA
437
Frazier Financial Advisors
Ohio
$3.63K +$3.19K +53 New
CSC
438
Caldwell Sutter Capital
California
$3.49K
BBPWM
439
Blue Bell Private Wealth Management
Pennsylvania
$3.42K
AIMA
440
Ables Iannone Moore & Associates
Georgia
$3.42K +$3.01K +50 New
JWA
441
JFS Wealth Advisors
Pennsylvania
$3.35K -$1.5K -25 -34%
WTA
442
Washington Trust Advisors
Massachusetts
$3.14K
CT
443
Colonial Trust
South Carolina
$2.74K
Jones Financial Companies
444
Jones Financial Companies
Missouri
$2.67K +$1.14K +19 +95%
TCWA
445
Turtle Creek Wealth Advisors
Texas
$2.26K +$1.99K +33 New
HCP
446
Hexagon Capital Partners
Arkansas
$2.05K
FMP
447
Financial Management Professionals
Texas
$2K
SIC
448
SJS Investment Consulting
Ohio
$1.92K -$903 -15 -35%
PWMG
449
Prestige Wealth Management Group
New Jersey
$1.92K
DPW
450
DiNuzzo Private Wealth
Pennsylvania
$1.78K +$1.56K +26 New

SCI Hedge Fund Activity: Q4 2023 in Review

471 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Service Corp International (SCI) for Q4 2023, worth a combined $9.01B — up 21% from $7.48B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new SCI positions and 56 closed out — a net gain of 18 holders — while 118 added to existing stakes and 184 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $215M. The largest seller was Baillie Gifford & Co, cutting an estimated $34.3M.

  • 471 institutional investors held Service Corp International (SCI) as of Q4 2023, up from 461 in Q3 2023.
  • Funds reported $9.01B of Service Corp International stock for Q4 2023, up 21% quarter-over-quarter.
  • 74 funds opened new Service Corp International positions in Q4 2023 and 56 closed out, a net change of +18 holders.
  • The largest Service Corp International buyer in Q4 2023 was Morgan Stanley, an estimated $215M added.
  • The largest Service Corp International seller in Q4 2023 was Baillie Gifford & Co, an estimated $34.3M sold.

Based on aggregated 13F filings for Q4 2023.