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SEI Investments

441 hedge funds and large institutions have $5.65B invested in SEI Investments in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 131 increasing their positions, 172 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

45% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 38

12% more capital invested

Capital invested by funds: $5.07B → $5.65B (+$587M)

3% more funds holding

Funds holding: 427441 (+14)

0.74% less ownership

Funds ownership: 68.42%67.68% (-0.74%)

6% less call options, than puts

Call options by funds: $2.68M | Put options by funds: $2.86M

24% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 172

Holders
441
Holders Change
+14
Holders Change %
+3.28%
% of All Funds
7.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
55
Increased
131
Reduced
172
Closed
38
Calls
$2.68M
Puts
$2.86M
Net Calls
-$179K
Net Calls Change
+$476K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
376
Anchor Investment Management
South Carolina
$37.4K
HPC
377
HM Payson & Co
Maine
$34K
CG
378
Cutler Group
California
$34K +$32.8K +600 New
Rockefeller Capital Management
379
Rockefeller Capital Management
New York
$31K +$10.8K +198 +55%
APA
380
American Portfolios Advisors
New York
$30.2K
CTC
381
Central Trust Company
Missouri
$28K
EP
382
Eudaimonia Partners
Tennessee
$27K -$273 -5 -1%
BCA
383
Berman Capital Advisors
Georgia
$26K -$6.39K -117 -20%
BFEC
384
Benjamin F. Edwards & Company
Missouri
$26K
Fuller & Thaler Asset Management
385
Fuller & Thaler Asset Management
California
$26K
GWM
386
Geneos Wealth Management
Colorado
$24K -$20.3K -371 -48%
FPS
387
Fieldpoint Private Securities
Connecticut
$24K +$22.8K +418 New
FHA
388
First Horizon Advisors
Tennessee
$24K +$23.5K +431 New
ETC
389
Exchange Traded Concepts
Oklahoma
$22K +$20.9K +383 New
JWM
390
Janiczek Wealth Management
Colorado
$21K +$16.4K +300 +484%
CBT
391
CoreFirst Bank & Trust
Kansas
$21K +$20.4K +373 New
CAPTRUST Financial Advisors
392
CAPTRUST Financial Advisors
North Carolina
$19K -$38K -696 -68%
PA
393
Parallel Advisors
California
$17K -$9.61K -176 -38%
S
394
SignatureFD
Georgia
$17K -$4.75K -87 -22%
QCG
395
Quadrant Capital Group
Ohio
$17K -$2.62K -48 -14%
ZB
396
Zions Bancorporation
Utah
$17K -$928 -17 -5%
IA
397
IFP Advisors
Florida
$15K -$3.93K -72 -22%
AIG
398
American International Group
New York
$12.4K -$348K -6,372 -3%
Carson Wealth (CWM LLC)
399
Carson Wealth (CWM LLC)
Nebraska
$12K
FMII
400
Farmers & Merchants Investments Inc
Nebraska
$12K

SEIC Hedge Fund Activity: Q4 2020 in Review

441 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q4 2020, worth a combined $5.65B — up 12% from $5.07B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SEIC positions and 38 closed out — a net gain of 17 holders — while 131 added to existing stakes and 172 trimmed.

The largest buyer was Beutel, Goodman & Co, adding an estimated $33.8M. The largest seller was Loomis, Sayles & Company, cutting an estimated $47.4M.

  • 441 institutional investors held SEI Investments (SEIC) as of Q4 2020, up from 427 in Q3 2020.
  • Funds reported $5.65B of SEI Investments stock for Q4 2020, up 12% quarter-over-quarter.
  • 55 funds opened new SEI Investments positions in Q4 2020 and 38 closed out, a net change of +17 holders.
  • The largest SEI Investments buyer in Q4 2020 was Beutel, Goodman & Co, an estimated $33.8M added.
  • The largest SEI Investments seller in Q4 2020 was Loomis, Sayles & Company, an estimated $47.4M sold.

Based on aggregated 13F filings for Q4 2020.