Seaboard Corp
SEB
152 hedge funds and large institutions have $796M invested in Seaboard Corp in 2023 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 53 increasing their positions, 34 reducing their positions, and 10 closing their positions.
280% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 10
56% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 34
22% more funds holding
Funds holding: 125 → 152 (+27)
3.96% more ownership
Funds ownership: 19.02% → 22.97% (+4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less capital invested
Capital invested by funds: $828M → $796M (-$32.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$16.6M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$14.7M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$8.33M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$7.57M |
| 5 |
Two Sigma Investments
New York
|
+$4.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$68.2M |
| 2 |
MPM
Meritage Portfolio Management
Overland Park,
Kansas
|
-$7.09M |
| 3 |
EIP
Easterly Investment Partners
Beverly,
Massachusetts
|
-$5.34M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$2.83M |
| 5 |
Goldman Sachs
New York
|
-$2.45M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Osaic Holdings
Scottsdale,
Arizona
| $3.57K | – | – | – |
|
|
PMEF
152
Point72 Middle East FZE
Dubai,
United Arab Emirates
| $3.57K | +$3.56K | +1 | New |
|
|
EIP
153
Easterly Investment Partners
Beverly,
Massachusetts
| – | -$5.34M | -1,423 | Closed |
|
154
Envestnet Asset Management
Chicago,
Illinois
| – | -$1.43M | -382 | Closed |
|
155
VOYA Investment Management
Atlanta,
Georgia
| – | -$1.17M | -313 | Closed |
|
|
RJFSA
156
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$934K | -249 | Closed |
|
|
SMH
157
Sanders Morris Harris
Houston,
Texas
| – | -$882K | -235 | Closed |
|
158
T. Rowe Price Associates
Baltimore,
Maryland
| – | -$466K | -124 | Closed |
|
|
LCS
159
Levin Capital Strategies
New York
| – | -$300K | -80 | Closed |
|
160
Pzena Investment Management
New York
| – | -$293K | -78 | Closed |
|
|
ACA
161
Atlas Capital Advisors
Jackson,
Wyoming
| – | -$56.3K | -15 | Closed |
|
|
QCG
162
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$22.5K | -6 | Closed |
|
SEB Hedge Fund Activity: Q4 2023 in Review
152 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Seaboard Corp (SEB) for Q4 2023, worth a combined $796M — down 3.9% from $828M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new SEB positions and 10 closed out — a net gain of 28 holders — while 53 added to existing stakes and 34 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $16.6M. The largest seller was Fidelity Investments, cutting an estimated $68.2M.
- 152 institutional investors held Seaboard Corp (SEB) as of Q4 2023, up from 125 in Q3 2023.
- Funds reported $796M of Seaboard Corp stock for Q4 2023, down 3.9% quarter-over-quarter.
- 38 funds opened new Seaboard Corp positions in Q4 2023 and 10 closed out, a net change of +28 holders.
- The largest Seaboard Corp buyer in Q4 2023 was Morgan Stanley, an estimated $16.6M added.
- The largest Seaboard Corp seller in Q4 2023 was Fidelity Investments, an estimated $68.2M sold.
Based on aggregated 13F filings for Q4 2023.