SEIC icon

SEI Investments
SEIC

Overview Fund Activity

416 hedge funds and large institutions have $6.69B invested in SEI Investments in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 140 increasing their positions, 152 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
-13
Holders Change %
-3.03%
% of All Funds
9.53%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
31
Increased
140
Reduced
152
Closed
38
Calls
$2.29M
Puts
$5.6M
Net Calls
-$3.31M
Net Calls Change
-$3.39M

Top Buyers

1
State Street
State Street
Massachusetts
$342M
2
BlackRock
BlackRock
New York
$848M
3
Federated Hermes
Federated Hermes
Pennsylvania
$28.8M
4
Deutsche Bank
Deutsche Bank
Germany
$62.2M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$91.1M

Top Sellers

1
Axa
Axa
France
$0
2
AII
AGF Investments Inc
Ontario, Canada
$0
3
ACM
Atlanta Capital Management
Georgia
$375M
4
DS
Dudley & Shanley
Florida
$0
5
First Trust Advisors
First Trust Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
376
Avestar Capital
New York
$18K – – –
MYIA
377
Mount Yale Investment Advisors
Colorado
$18K – – –
PGWM
378
Parisi Gray Wealth Management
New Jersey
$16K – – –
GAM
379
Gemmer Asset Management
California
$16K – – –
Walleye Trading
380
Walleye Trading
New York
$15K -$77.2K -1,250 -84%
TPWA
381
TRUE Private Wealth Advisors
Oregon
$14.4K +$14.4K +236 New
WAP
382
Wealthcare Advisory Partners
Pennsylvania
$14K – – –
SWP
383
Stratos Wealth Partners
Ohio
$14K +$14K +226 New
WA
384
WealthTrust-Arizona
Arizona
$13K – – –
CB
385
Community Bank
New York
$13K – – –
CBOA
386
Commonwealth Bank of Australia
Australia
$12K – – –
ST
387
Smithfield Trust
Pennsylvania
$12K – – –
SWM
388
SeaCrest Wealth Management
New York
$12K +$9.56K +161 +393%
ICM
389
IMS Capital Management
Oregon
$12K +$12K +200 New
FAM
390
Fred Alger Management
New York
$11K -$33.3K -542 -75%
VFA
391
Valeo Financial Advisors
Indiana
$11K – – –
CHC
392
City Holding Co
West Virginia
$10K -$4.27K -70 -30%
Carson Wealth (CWM LLC)
393
Carson Wealth (CWM LLC)
Nebraska
$9K -$7.08K -122 -44%
QCG
394
Quadrant Capital Group
Ohio
$9K – – –
WTC
395
WhitTier Trust Company
Nevada
$8K – – –
CAW
396
Cornerstone Advisors (Washington)
Washington
$8K +$2.13K +37 +36%
PCM
397
Prelude Capital Management
New York
$8K +$8K +123 New
FA
398
Fortis Advisors
Pennsylvania
$6K – – –
TWA
399
TCI Wealth Advisors
Arizona
$6K – – –
JA
400
JOYN Advisors
Georgia
$6K +$3.31K +54 +123%
14 15
16
17 18