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SEI Investments
SEIC

Overview Fund Activity

437 hedge funds and large institutions have $5.35B invested in SEI Investments in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 139 increasing their positions, 175 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-5
Holders Change %
-1.13%
% of All Funds
6.99%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
39
Increased
139
Reduced
175
Closed
39
Calls
$3.72M
Puts
$339K
Net Calls
+$3.38M
Net Calls Change
+$2.04M

Top Buyers

1
BlackRock
BlackRock
New York
+$17.9M
2
JAM
Jupiter Asset Management
United Kingdom
+$11.1M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$10.2M
4
Deutsche Bank
Deutsche Bank
Germany
+$8.83M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$8.77M

Top Sellers

1
State Street
State Street
Massachusetts
-$33.8M
2
Morgan Stanley
Morgan Stanley
New York
-$15.5M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$15.4M
4
Goldman Sachs
Goldman Sachs
New York
-$14.1M
5
UBS AM
UBS AM
Illinois
-$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOW
326
State of Wyoming
Wyoming
$170K +$36.6K +636 +27%
PAM
327
Paradigm Asset Management
New York
$161K – – –
BF
328
BOK Financial
Oklahoma
$158K +$158K +2,743 New
S
329
SignatureFD
Georgia
$148K +$53.1K +923 +56%
LWP
330
Lumature Wealth Partners
Georgia
$144K – – –
US Bancorp
331
US Bancorp
Minnesota
$129K +$19.3K +336 +18%
HBT
332
Hills Bank & Trust
Iowa
$121K -$5.76K -100 -5%
AWM
333
Accel Wealth Management
Iowa
$120K – – –
TRCT
334
Tower Research Capital (TRC)
New York
$117K +$13.6K +236 +13%
O
335
Ossiam
France
$116K +$57.8K +1,004 +99%
VWM
336
Venturi Wealth Management
Texas
$110K +$110K +1,905 New
HCM
337
Hollencrest Capital Management
California
$109K – – –
SPIA
338
Steward Partners Investment Advisory
New York
$109K -$2.24K -39 -2%
CCA
339
Column Capital Advisors
Indiana
$108K – – –
C
340
Covestor
United Kingdom
$106K -$64.8K -1,130 -38%
GCM
341
Gladius Capital Management
Illinois
$100K -$8.17K -142 -8%
AAS
342
Ameritas Advisory Services
Nebraska
$93.7K +$93.7K +1,600 New
CI Investments Inc
343
CI Investments Inc
Ontario, Canada
$92K +$687 +12 +0.8%
AAP
344
Arax Advisory Partners
Colorado
$80.3K +$58 +1 +0.1%
TFA
345
Toth Financial Advisory
Virginia
$80.1K +$1.44K +25 +2%
IAIM
346
Industrial Alliance Investment Management
Quebec, Canada
$77K +$77K +1,342 New
QCG
347
Quadrant Capital Group
Ohio
$75.4K +$7.48K +130 +11%
Swedbank
348
Swedbank
Sweden
$74.7K – – –
Fifth Third Bancorp
349
Fifth Third Bancorp
Ohio
$70.5K -$1.32K -23 -2%
MFG
350
Mendota Financial Group
Wisconsin
$70.4K -$18K -299 -20%
12 13
14
15 16