We are live on ! Find out more
SEIC icon

SEI Investments

492 hedge funds and large institutions have $6.02B invested in SEI Investments in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 179 increasing their positions, 167 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 34

4% more funds holding

Funds holding: 475492 (+17)

7% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 167

0.96% less ownership

Funds ownership: 71.74%70.79% (-0.96%)

11% less capital invested

Capital invested by funds: $6.77B → $6.02B (-$754M)

29% less call options, than puts

Call options by funds: $9.87M | Put options by funds: $13.8M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
492
Holders Change
+17
Holders Change %
+3.58%
% of All Funds
7.11%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
56
Increased
179
Reduced
167
Closed
34
Calls
$9.87M
Puts
$13.8M
Net Calls
-$3.96M
Net Calls Change
-$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
S
376
SignatureFD
Georgia
$190K +$14.3K +213 +8%
CI Investments Inc
377
CI Investments Inc
Ontario, Canada
$165K +$2.15K +32 +1%
IWA
378
Icon Wealth Advisors
Texas
$149K +$15.1K +224 +11%
Credit Agricole
379
Credit Agricole
France
$149K +$155K +2,300 New
GI
380
GAMMA Investing
California
$137K +$41.9K +624 +42%
QL
381
Quarry LP
New York
$136K +$142K +2,105 New
C
382
Covestor
United Kingdom
$135K +$127K +1,890 +950%
VWM
383
Venturi Wealth Management
Texas
$129K +$30.9K +459 +30%
AGWCA
384
Annis Gardner Whiting Capital Advisors
Florida
$125K
HCM
385
Hollencrest Capital Management
California
$123K
HBT
386
Hills Bank & Trust
Iowa
$111K -$6.32K -94 -5%
QCG
387
Quadrant Capital Group
Ohio
$110K -$17.3K -258 -13%
SPIA
388
Steward Partners Investment Advisory
New York
$98.1K +$8.87K +132 +10%
S
389
Sachetta
Massachusetts
$95.7K +$941 +14 +1%
MFG
390
Mendota Financial Group
Wisconsin
$95K
Swedbank
391
Swedbank
Sweden
$84K
AAP
392
Arax Advisory Partners
Colorado
$80.5K +$28.9K +430 +53%
GRP
393
Global Retirement Partners
California
$80.3K +$19.7K +293 +31%
PO
394
Private Ocean
California
$77.6K
Northwestern Mutual Wealth Management
395
Northwestern Mutual Wealth Management
Wisconsin
$77.4K +$11.3K +168 +16%
IGAM
396
iA Global Asset Management
Quebec, Canada
$77K +$2.89K +43 +4%
PI
397
PEAK6 Investments
Illinois
$76.5K +$79.5K +1,182 New
PTC
398
Private Trust Company
Ohio
$73.5K +$10.5K +156 +16%
PS
399
Principal Securities
Iowa
$69.4K +$1.75K +26 +2%
PPA
400
Painted Porch Advisors
California
$67.7K +$70.4K +1,047 New

SEIC Hedge Fund Activity: Q2 2024 in Review

492 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q2 2024, worth a combined $6.02B — down 11% from $6.77B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SEIC positions and 34 closed out — a net gain of 22 holders — while 179 added to existing stakes and 167 trimmed.

The largest buyer was State Street, adding an estimated $19.4M. The largest seller was Canada Life, cutting an estimated $54.6M.

  • 492 institutional investors held SEI Investments (SEIC) as of Q2 2024, up from 475 in Q1 2024.
  • Funds reported $6.02B of SEI Investments stock for Q2 2024, down 11% quarter-over-quarter.
  • 56 funds opened new SEI Investments positions in Q2 2024 and 34 closed out, a net change of +22 holders.
  • The largest SEI Investments buyer in Q2 2024 was State Street, an estimated $19.4M added.
  • The largest SEI Investments seller in Q2 2024 was Canada Life, an estimated $54.6M sold.

Based on aggregated 13F filings for Q2 2024.