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Sadot Group

19 hedge funds and large institutions have $1.96M invested in Sadot Group in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

0% less ownership

Funds ownership: 0%0% (-0%)

17% less funds holding

Funds holding: 2319 (-4)

22% less capital invested

Capital invested by funds: $2.52M → $1.96M (-$560K)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
19
Holders Change
-4
Holders Change %
-17.39%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Altium Capital Management
New York
$605K +$937K +433 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$580K +$75.7K +35 +9%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$276K +$43.3K +20 +11%
GIA
4
Gladstone Institutional Advisory
Florida
$101K
Walleye Capital
5
Walleye Capital
New York
$80.7K -$95.2K -44 -43%
State Street
6
State Street
Massachusetts
$58.4K +$58.4K +27 +180%
BlackRock
7
BlackRock
New York
$50.5K -$2.16K -1 -3%
Northern Trust
8
Northern Trust
Illinois
$46.1K
Osaic Holdings
9
Osaic Holdings
Arizona
$33K
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$24.8K +$15.1K +7 +64%
SPIA
11
Steward Partners Investment Advisory
New York
$22.6K
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$20.5K
Charles Schwab
13
Charles Schwab
California
$19.4K
Creative Planning
14
Creative Planning
Kansas
$14.6K +$2.16K +1 +11%
GSC
15
Ground Swell Capital
South Carolina
$12.8K +$19.5K +9 New
Morgan Stanley
16
Morgan Stanley
New York
$6.33K -$26K -12 -71%
NECFA
17
New England Capital Financial Advisors
Connecticut
$3.5K
TRCT
18
Tower Research Capital (TRC)
New York
$2.18K -$6.49K -3 -60%
First Manhattan
19
First Manhattan
New York
$1.4K
Wells Fargo
20
Wells Fargo
California
$190
Fidelity Investments
21
Fidelity Investments
Massachusetts
$120
UBS Group
22
UBS Group
Switzerland
$22
JP Morgan Chase
23
JP Morgan Chase
New York
$21
Bank of New York Mellon
24
Bank of New York Mellon
New York
-$201K -84 Closed
XT
25
XTX Topco
Cayman Islands
-$33K -14 Closed

SDOT Hedge Fund Activity: Q3 2023 in Review

19 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Sadot Group (SDOT) for Q3 2023, worth a combined $1.96M — down 22% from $2.52M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SDOT and 2 opened new positions — a net loss of 4 holders — while 4 trimmed existing stakes and 5 added.

The largest buyer was Altium Capital Management, opening a new position worth an estimated $937K. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $201K sold.

  • 19 institutional investors held Sadot Group (SDOT) as of Q3 2023, down from 23 in Q2 2023.
  • Funds reported $1.96M of Sadot Group stock for Q3 2023, down 22% quarter-over-quarter.
  • 2 funds opened new Sadot Group positions in Q3 2023 and 6 closed out, a net change of -4 holders.
  • The largest Sadot Group buyer in Q3 2023 was Altium Capital Management, an estimated $937K added.
  • The largest Sadot Group seller in Q3 2023 was Bank of New York Mellon, an estimated $201K sold.

Based on aggregated 13F filings for Q3 2023.