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SEI Investments
SEIC

Overview Fund Activity

534 hedge funds and large institutions have $7.5B invested in SEI Investments in 2024 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 158 increasing their positions, 185 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+39
Holders Change %
+7.88%
% of All Funds
7.11%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
94
Increased
158
Reduced
185
Closed
48
Calls
$5.85M
Puts
$784K
Net Calls
+$5.06M
Net Calls Change
+$11.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$28.7M
2
Los Angeles Capital Management
Los Angeles Capital Management
California
+$26.7M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$22.9M
4
UBS Group
UBS Group
Switzerland
+$19.4M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
+$17.7M

Top Sellers

1
BGC
Beutel, Goodman & Co
Ontario, Canada
-$111M
2
Citadel Advisors
Citadel Advisors
Florida
-$38.8M
3
First Trust Advisors
First Trust Advisors
Illinois
-$38.7M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$25.6M
5
Invesco
Invesco
Georgia
-$24.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIG
376
Stonegate Investment Group
Alabama
$282K -$22.2K -269 -7%
Focus Partners Wealth
377
Focus Partners Wealth
Massachusetts
$281K +$281K +3,406 New
Aberdeen Group
378
Aberdeen Group
United Kingdom
$279K +$29.6K +359 +12%
KAS
379
Kestra Advisory Services
Texas
$274K +$82 +1 +0%
MPI
380
Mairs & Power Inc
Minnesota
$272K – – –
HR
381
Hardy Reed
Mississippi
$271K – – –
LAM
382
Longboard Asset Management
Arizona
$267K +$267K +3,235 New
RCWM
383
Royal Capital Wealth Management
Indiana
$264K -$66K -800 -20%
HNB
384
Huntington National Bank
Ohio
$260K +$232K +2,815 +835%
MAS
385
Meeder Advisory Services
Ohio
$258K +$258K +3,122 New
AC
386
AXQ Capital
New Jersey
$257K +$257K +3,119 New
AFCM
387
Applied Finance Capital Management
Puerto Rico
$257K – – –
BAM
388
BTS Asset Management
Massachusetts
$253K +$253K +3,073 New
NB
389
NBT Bank
New York
$250K – – –
PWP
390
Pursue Wealth Partners
California
$248K +$248K +3,008 New
HT
391
Headlands Technologies
Illinois
$246K -$956K -11,586 -79%
CAPTRUST Financial Advisors
392
CAPTRUST Financial Advisors
North Carolina
$243K -$26.3K -319 -10%
CW
393
CreativeOne Wealth
Kansas
$242K +$242K +2,928 New
BMSSC
394
B. Metzler seel. Sohn & Co
Germany
$238K +$238K +2,882 New
AFW
395
Avantra Family Wealth
Pennsylvania
$235K +$235K +2,850 New
S
396
SignatureFD
Georgia
$232K -$1.73K -21 -0.7%
HH
397
Hilltop Holdings
Texas
$230K +$230K +2,787 New
LWL
398
Leo Wealth LLC
Texas
$229K +$229K +2,772 New
KPWS
399
Kestra Private Wealth Services
Texas
$225K +$225K +2,730 New
JWCA
400
J.W. Cole Advisors
Florida
$224K +$224K +2,720 New
14 15
16
17 18