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SEI Investments

444 hedge funds and large institutions have $5.38B invested in SEI Investments in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 134 increasing their positions, 164 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

406% more call options, than puts

Call options by funds: $1.68M | Put options by funds: $332K

54% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 37

17% more capital invested

Capital invested by funds: $4.61B → $5.38B (+$766M)

3% more funds holding

Funds holding: 432444 (+12)

0.35% less ownership

Funds ownership: 69.65%69.3% (-0.35%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

18% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 164

Holders
444
Holders Change
+12
Holders Change %
+2.78%
% of All Funds
7.14%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
57
Increased
134
Reduced
164
Closed
37
Calls
$1.68M
Puts
$332K
Net Calls
+$1.35M
Net Calls Change
+$876K
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
326
Paradigm Asset Management
New York
$163K +$157K +2,800 New
VI
327
Vestcor Inc
New Brunswick, Canada
$159K -$956 -17 -0.6%
LWP
328
Lumature Wealth Partners
Georgia
$146K
Rockefeller Capital Management
329
Rockefeller Capital Management
New York
$139K +$31.3K +557 +30%
SOW
330
State of Wyoming
Wyoming
$135K -$2.42K -43 -2%
HBT
331
Hills Bank & Trust
Iowa
$128K
AWM
332
Accel Wealth Management
Iowa
$121K
AS
333
AM Squared
Hong Kong
$117K +$112K +2,000 New
SPIA
334
Steward Partners Investment Advisory
New York
$112K +$562 +10 +0.5%
PMEF
335
Point72 Middle East FZE
United Arab Emirates
$111K +$107K +1,906 New
US Bancorp
336
US Bancorp
Minnesota
$111K -$34.1K -606 -24%
HCM
337
Hollencrest Capital Management
California
$111K +$107K +1,896 New
CCA
338
Column Capital Advisors
Indiana
$110K
GCM
339
Gladius Capital Management
Illinois
$110K -$52.7K -937 -33%
TRCT
340
Tower Research Capital (TRC)
New York
$105K -$131K -2,331 -56%
S
341
Seeyond
France
$105K -$186K -3,299 -65%
S
342
SignatureFD
Georgia
$96K -$74.5K -1,324 -45%
CI Investments Inc
343
CI Investments Inc
Ontario, Canada
$93K -$11.8K -209 -12%
MFG
344
Mendota Financial Group
Wisconsin
$85.6K +$82.6K +1,468 New
OWA
345
One Wealth Advisors
California
$84.4K +$81.4K +1,447 New
BCV
346
Banque Cantonale Vaudoise
Switzerland
$82K
AAP
347
Arax Advisory Partners
Colorado
$81.3K +$731 +13 +0.9%
TFA
348
Toth Financial Advisory
Virginia
$79.6K
Swedbank
349
Swedbank
Sweden
$75.7K
Fifth Third Bancorp
350
Fifth Third Bancorp
Ohio
$72.8K -$6.52K -116 -9%

SEIC Hedge Fund Activity: Q4 2022 in Review

444 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q4 2022, worth a combined $5.38B — up 17% from $4.61B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new SEIC positions and 37 closed out — a net gain of 20 holders — while 134 added to existing stakes and 164 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $319M. The largest seller was Loomis, Sayles & Company, cutting an estimated $36.5M.

  • 444 institutional investors held SEI Investments (SEIC) as of Q4 2022, up from 432 in Q3 2022.
  • Funds reported $5.38B of SEI Investments stock for Q4 2022, up 17% quarter-over-quarter.
  • 57 funds opened new SEI Investments positions in Q4 2022 and 37 closed out, a net change of +20 holders.
  • The largest SEI Investments buyer in Q4 2022 was Morgan Stanley, an estimated $319M added.
  • The largest SEI Investments seller in Q4 2022 was Loomis, Sayles & Company, an estimated $36.5M sold.

Based on aggregated 13F filings for Q4 2022.