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SEI Investments

464 hedge funds and large institutions have $5.79B invested in SEI Investments in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 164 increasing their positions, 159 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 159

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.2% less ownership

Funds ownership: 69.89%69.69% (-0.2%)

2% less capital invested

Capital invested by funds: $5.92B → $5.79B (-$133M)

9% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 46

2% less funds holding

Funds holding: 472464 (-8)

92% less call options, than puts

Call options by funds: $993K | Put options by funds: $12M

Holders
464
Holders Change
-8
Holders Change %
-1.69%
% of All Funds
7.32%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
42
Increased
164
Reduced
159
Closed
46
Calls
$993K
Puts
$12M
Net Calls
-$11M
Net Calls Change
-$9.54M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
326
Private Advisor Group
New Jersey
$290K +$38K +639 +15%
MYLI
327
Meiji Yasuda Life Insurance
Japan
$289K +$36.8K +618 +15%
Creative Planning
328
Creative Planning
Kansas
$284K -$693K -11,651 -71%
Twin Tree Management
329
Twin Tree Management
Texas
$280K +$224K +3,771 +432%
CCM
330
CTC Capital Management
Illinois
$278K +$275K +4,621 New
CCA
331
Cadent Capital Advisors
Oklahoma
$270K
CAM
332
Congress Asset Management
Massachusetts
$268K +$11.5K +194 +5%
GDP
333
Great Diamond Partners
Maine
$267K -$13.4K -225 -5%
XT
334
XTX Topco
Cayman Islands
$267K +$263K +4,428 New
CIA
335
Citadel Investment Advisory
Ohio
$266K
P
336
Pitcairn
Pennsylvania
$265K -$8.57K -144 -3%
WI
337
WrapManager Inc
California
$265K +$262K +4,408 New
BL
338
Balentine LLC
Georgia
$249K +$246K +4,132 New
FCBT
339
First Citizens Bank & Trust
North Carolina
$240K +$4.46K +75 +2%
PHK
340
Point72 Hong Kong
Hong Kong
$239K -$286K -4,801 -55%
CWM
341
Congress Wealth Management
Massachusetts
$237K +$8.8K +148 +4%
II
342
Inspire Investing
Idaho
$234K -$9.34K -157 -4%
SP
343
Symmetry Partners
Connecticut
$233K
WA
344
WBH Advisory
Maryland
$231K
RIM
345
Redpoint Investment Management
Australia
$230K
PFWA
346
Paces Ferry Wealth Advisors
Georgia
$230K +$178 +3 +0.1%
DCM
347
DGS Capital Management
New Jersey
$225K +$222K +3,736 New
BF
348
BOK Financial
Oklahoma
$214K -$714 -12 -0.3%
FDCDDQ
349
Federation des caisses Desjardins du Quebec
Quebec, Canada
$212K -$23.1K -389 -10%
KAS
350
Kestra Advisory Services
Texas
$207K -$654 -11 -0.3%

SEIC Hedge Fund Activity: Q1 2022 in Review

464 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q1 2022, worth a combined $5.79B — down 2.2% from $5.92B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of SEIC and 42 opened new positions — a net loss of 4 holders — while 159 trimmed existing stakes and 164 added.

The largest buyer was Beutel, Goodman & Co, adding an estimated $57.6M. The largest seller was Loomis, Sayles & Company, cutting an estimated $26.7M.

  • 464 institutional investors held SEI Investments (SEIC) as of Q1 2022, down from 472 in Q4 2021.
  • Funds reported $5.79B of SEI Investments stock for Q1 2022, down 2.2% quarter-over-quarter.
  • 42 funds opened new SEI Investments positions in Q1 2022 and 46 closed out, a net change of -4 holders.
  • The largest SEI Investments buyer in Q1 2022 was Beutel, Goodman & Co, an estimated $57.6M added.
  • The largest SEI Investments seller in Q1 2022 was Loomis, Sayles & Company, an estimated $26.7M sold.

Based on aggregated 13F filings for Q1 2022.