Seaboard Corp
129 hedge funds and large institutions have $669M invested in Seaboard Corp in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 54 increasing their positions, 36 reducing their positions, and 8 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 36
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
2.85% less ownership
Funds ownership: 18.13% → 15.28% (-2.8%)
3% less funds holding
Funds holding: 133 → 129 (-4)
6% less capital invested
Capital invested by funds: $716M → $669M (-$46.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MPM
Meritage Portfolio Management
Overland Park,
Kansas
|
+$13.7M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$5.7M |
| 3 |
BlackRock
New York
|
+$2.71M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$1.98M |
| 5 |
EIP
Easterly Investment Partners
Beverly,
Massachusetts
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PineBridge Investments
New York
|
-$4.78M |
| 2 |
Renaissance Technologies
New York
|
-$1.9M |
| 3 |
State Board of Administration of Florida Retirement System
Tallahassee,
Florida
|
-$1.14M |
| 4 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$1.12M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$977K |
SEB Hedge Fund Activity: Q4 2022 in Review
129 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Seaboard Corp (SEB) for Q4 2022, worth a combined $669M — down 6.5% from $716M a quarter earlier.
Fund positioning in SEB was balanced in Q4 2022: 8 funds opened new positions, 8 closed out, 54 added to existing stakes and 36 trimmed.
The largest buyer was Meritage Portfolio Management, adding an estimated $13.7M. The largest seller was PineBridge Investments, cutting an estimated $4.78M.
- 129 institutional investors held Seaboard Corp (SEB) as of Q4 2022, down from 133 in Q3 2022.
- Funds reported $669M of Seaboard Corp stock for Q4 2022, down 6.5% quarter-over-quarter.
- 8 funds opened new Seaboard Corp positions in Q4 2022 and 8 closed out, a net change of 0 holders.
- The largest Seaboard Corp buyer in Q4 2022 was Meritage Portfolio Management, an estimated $13.7M added.
- The largest Seaboard Corp seller in Q4 2022 was PineBridge Investments, an estimated $4.78M sold.
Based on aggregated 13F filings for Q4 2022.