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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
BFA
301
Beaumont Financial Advisors
Massachusetts
$396K
HTC
302
Haverford Trust Company
Pennsylvania
$394K -$4.65K -80 -1%
Verition Fund Management
303
Verition Fund Management
Connecticut
$385K +$375K +6,450 New
SPA
304
Sherbrooke Park Advisers
New York
$370K +$361K +6,200 New
WSTAM
305
Wilbanks Smith & Thomas Asset Management
Virginia
$362K -$814 -14 -0.2%
NICM
306
Neo Ivy Capital Management
New York
$359K +$350K +6,015 New
FCBT
307
First Citizens Bank & Trust
North Carolina
$356K +$347K +5,973 New
PP
308
Prudential plc
United Kingdom
$353K -$1.37M -23,485 -80%
CIBC Asset Management
309
CIBC Asset Management
Ontario, Canada
$351K -$2.44K -42 -0.7%
GWA
310
GGM Wealth Advisors
Maryland
$344K +$332K +5,700 New
SCA
311
Snowden Capital Advisors
New York
$342K -$32K -550 -9%
Stifel Financial
312
Stifel Financial
Missouri
$337K -$2.33K -40 -0.7%
TRCT
313
Tower Research Capital (TRC)
New York
$334K +$207K +3,566 +175%
NYLIM
314
New York Life Investment Management
New York
$328K +$320K +5,503 New
MM
315
MQS Management
New York
$327K +$319K +5,486 New
Mercer Global Advisors
316
Mercer Global Advisors
Colorado
$325K -$23.8K -409 -7%
IHL
317
Investment House LLC
California
$324K
MGP
318
Metis Global Partners
California
$323K +$66.2K +1,138 +27%
Commonwealth Equity Services
319
Commonwealth Equity Services
Massachusetts
$321K -$1.92K -33 -0.6%
LA
320
LBP AM
France
$304K
SCM
321
Shelton Capital Management
Colorado
$300K -$14.3K -246 -5%
JWM
322
Janiczek Wealth Management
Colorado
$294K +$68.8K +1,182 +32%
WG
323
Winton Group
United Kingdom
$291K -$1.8M -30,925 -86%
SEC
324
Seven Eight Capital
New York
$271K +$265K +4,549 New
BC
325
Bridgefront Capital
Texas
$271K +$264K +4,540 New

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.