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SEI Investments

475 hedge funds and large institutions have $6.77B invested in SEI Investments in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 140 increasing their positions, 186 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,356% more call options, than puts

Call options by funds: $8.17M | Put options by funds: $561K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more capital invested

Capital invested by funds: $6.27B → $6.77B (+$496M)

3% less funds holding

Funds holding: 490475 (-15)

3.29% less ownership

Funds ownership: 75.04%71.74% (-3.3%)

16% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 57

25% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 186

Holders
475
Holders Change
-15
Holders Change %
-3.06%
% of All Funds
6.84%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
48
Increased
140
Reduced
186
Closed
57
Calls
$8.17M
Puts
$561K
Net Calls
+$7.61M
Net Calls Change
+$6.11M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
376
Venturi Wealth Management
Texas
$110K +$6.04K +91 +6%
GI
377
GAMMA Investing
California
$108K +$17.1K +257 +21%
IPW
378
Impact Partnership Wealth
Georgia
$106K -$2.86K -43 -3%
MFG
379
Mendota Financial Group
Wisconsin
$106K
SPIA
380
Steward Partners Investment Advisory
New York
$99.5K +$24.5K +369 +36%
Swedbank
381
Swedbank
Sweden
$93.3K
S
382
Sachetta
Massachusetts
$89K
PO
383
Private Ocean
California
$86.3K
ST
384
Smithfield Trust
Pennsylvania
$86K
IGAM
385
iA Global Asset Management
Quebec, Canada
$83K -$4.65K -70 -6%
PS
386
Principal Securities
Iowa
$75.3K +$531 +8 +0.8%
Northwestern Mutual Wealth Management
387
Northwestern Mutual Wealth Management
Wisconsin
$74K -$13.9K -210 -17%
PTC
388
Private Trust Company
Ohio
$70.5K +$18.7K +282 +40%
TFA
389
Toth Financial Advisory
Virginia
$69.5K -$14.9K -225 -19%
GRP
390
Global Retirement Partners
California
$68.2K +$15.5K +233 +33%
SC
391
SouthState Corp
Florida
$66.9K
OAM
392
Ostrum Asset Management
France
$65.4K
EA
393
Evolution Advisers
Virginia
$63K
Fifth Third Bancorp
394
Fifth Third Bancorp
Ohio
$62.1K -$4.65K -70 -7%
LWCFA
395
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$60.3K
AAP
396
Arax Advisory Partners
Colorado
$58.5K
HIA
397
Harbor Investment Advisory
Maryland
$46.7K
WT
398
Whittier Trust
California
$44.6K
HBW
399
Hazlett, Burt & Watson
West Virginia
$43K
Bessemer Group
400
Bessemer Group
New Jersey
$43K +$25.6K +386 +185%