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SEI Investments

457 hedge funds and large institutions have $5.53B invested in SEI Investments in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 141 increasing their positions, 162 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,655% more call options, than puts

Call options by funds: $9.45M | Put options by funds: $60K

41% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 41

4% more funds holding

Funds holding: 441457 (+16)

3% more capital invested

Capital invested by funds: $5.36B → $5.53B (+$176M)

0.69% more ownership

Funds ownership: 69.18%69.88% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

13% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 162

Holders
457
Holders Change
+16
Holders Change %
+3.63%
% of All Funds
7.18%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
58
Increased
141
Reduced
162
Closed
41
Calls
$9.45M
Puts
$60K
Net Calls
+$9.39M
Net Calls Change
+$6.01M
Name Holding Trade Value Shares
Change
Change in
Stake
X
251
Xponance
Pennsylvania
$744K -$67.8K -1,166 -9%
VPIM
252
Vanguard Personalized Indexing Management
California
$729K +$31.3K +538 +5%
GIBU
253
Gulf International Bank (UK)
United Kingdom
$710K -$207K -3,559 -23%
AFA
254
Abacus FCF Advisors
Florida
$704K -$378K -6,502 -36%
HWAM
255
Hennion & Walsh Asset Management
New Jersey
$691K +$173K +2,966 +34%
TWC
256
TD Waterhouse Canada
Ontario, Canada
$690K +$1.98K +34 +0.3%
JMPWA
257
JP Morgan Private Wealth Advisors
California
$674K -$274K -4,702 -29%
NIC
258
Northwest Investment Counselors
Oregon
$653K +$1.51K +26 +0.2%
Cerity Partners
259
Cerity Partners
New York
$638K +$582 +10 +0.1%
CB
260
Commerce Bank
Missouri
$637K -$9.71K -167 -2%
CB
261
Cadence Bank
Mississippi
$633K -$8.49K -146 -1%
CGH
262
Crossmark Global Holdings
Texas
$627K -$65.2K -1,121 -10%
BCIM
263
British Columbia Investment Management
British Columbia, Canada
$612K
IP
264
Interval Partners
New York
$597K -$6.81M -117,000 -92%
RC
265
RBF Capital
California
$596K
PAMG
266
Patton Albertson Miller Group
Tennessee
$593K -$108K -1,850 -16%
LCM
267
Logan Capital Management
Pennsylvania
$578K
PA
268
Parallel Advisors
California
$576K +$36.6K +630 +7%
IMCOOI
269
Investment Management Corp of Ontario (IMCO)
Canada
$576K -$304K -5,226 -35%
Janney Montgomery Scott
270
Janney Montgomery Scott
Pennsylvania
$569K +$13.4K +230 +2%
QT
271
Quantbot Technologies
New York
$567K +$553K +9,513 New
OSAM
272
O'Shaughnessy Asset Management
Connecticut
$562K +$177K +3,040 +48%
Nordea Investment Management
273
Nordea Investment Management
Sweden
$558K
SAM
274
Securian Asset Management
Minnesota
$538K -$15.2K -261 -3%
WSC
275
Wellington Shields & Co
New York
$537K

SEIC Hedge Fund Activity: Q2 2023 in Review

457 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q2 2023, worth a combined $5.53B — up 3.3% from $5.36B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SEIC positions and 41 closed out — a net gain of 17 holders — while 141 added to existing stakes and 162 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $66.4M. The largest seller was BlackRock, cutting an estimated $33.1M.

  • 457 institutional investors held SEI Investments (SEIC) as of Q2 2023, up from 441 in Q1 2023.
  • Funds reported $5.53B of SEI Investments stock for Q2 2023, up 3.3% quarter-over-quarter.
  • 58 funds opened new SEI Investments positions in Q2 2023 and 41 closed out, a net change of +17 holders.
  • The largest SEI Investments buyer in Q2 2023 was Citadel Advisors, an estimated $66.4M added.
  • The largest SEI Investments seller in Q2 2023 was BlackRock, an estimated $33.1M sold.

Based on aggregated 13F filings for Q2 2023.