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SEI Investments

539 hedge funds and large institutions have $7.53B invested in SEI Investments in 2024 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 161 increasing their positions, 186 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

646% more call options, than puts

Call options by funds: $5.85M | Put options by funds: $784K

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

96% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 48

19% more capital invested

Capital invested by funds: $6.35B → $7.53B (+$1.18B)

8% more funds holding

Funds holding: 500539 (+39)

0.15% more ownership

Funds ownership: 70.61%70.76% (+0.15%)

13% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 186

Holders
539
Holders Change
+39
Holders Change %
+7.8%
% of All Funds
7.1%
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
161
Reduced
186
Closed
48
Calls
$5.85M
Puts
$784K
Net Calls
+$5.06M
Net Calls Change
+$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FTWA
376
Fifth Third Wealth Advisors
Ohio
$302K +$4.47K +57 +2%
NFC
377
Northstar Financial Companies
Pennsylvania
$300K +$286K +3,641 New
P
378
Pitcairn
Pennsylvania
$293K
SOW
379
State of Wyoming
Wyoming
$291K -$93K -1,186 -25%
SIG
380
Stonegate Investment Group
Alabama
$282K -$21.1K -269 -7%
Focus Partners Wealth
381
Focus Partners Wealth
Massachusetts
$281K +$267K +3,406 New
Aberdeen Group
382
Aberdeen Group
United Kingdom
$279K +$28.2K +359 +12%
KAS
383
Kestra Advisory Services
Texas
$274K +$78 +1 +0%
MPI
384
Mairs & Power Inc
Minnesota
$272K
HR
385
Hardy Reed
Mississippi
$271K
LAM
386
Longboard Asset Management
Arizona
$267K +$254K +3,235 New
RCWM
387
Royal Capital Wealth Management
Indiana
$264K -$62.7K -800 -20%
HNB
388
Huntington National Bank
Ohio
$260K +$221K +2,815 +835%
MAS
389
Meeder Advisory Services
Ohio
$258K +$245K +3,122 New
AC
390
AXQ Capital
New Jersey
$257K +$245K +3,119 New
AFCM
391
Applied Finance Capital Management
Puerto Rico
$257K
BAM
392
BTS Asset Management
Massachusetts
$253K +$241K +3,073 New
NB
393
NBT Bank
New York
$250K
PWP
394
Pursue Wealth Partners
California
$248K +$236K +3,008 New
HT
395
Headlands Technologies
Illinois
$246K -$909K -11,586 -79%
CAPTRUST Financial Advisors
396
CAPTRUST Financial Advisors
North Carolina
$243K -$25K -319 -10%
CW
397
CreativeOne Wealth
Kansas
$242K +$230K +2,928 New
BMSSC
398
B. Metzler seel. Sohn & Co
Germany
$238K +$226K +2,882 New
AFW
399
Avantra Family Wealth
Pennsylvania
$235K +$224K +2,850 New
S
400
SignatureFD
Georgia
$232K -$1.65K -21 -0.7%

SEIC Hedge Fund Activity: Q4 2024 in Review

539 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q4 2024, worth a combined $7.53B — up 19% from $6.35B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new SEIC positions and 48 closed out — a net gain of 46 holders — while 161 added to existing stakes and 186 trimmed.

The largest buyer was Norges Bank, adding an estimated $36.7M. The largest seller was Beutel, Goodman & Co, cutting an estimated $106M.

  • 539 institutional investors held SEI Investments (SEIC) as of Q4 2024, up from 500 in Q3 2024.
  • Funds reported $7.53B of SEI Investments stock for Q4 2024, up 19% quarter-over-quarter.
  • 94 funds opened new SEI Investments positions in Q4 2024 and 48 closed out, a net change of +46 holders.
  • The largest SEI Investments buyer in Q4 2024 was Norges Bank, an estimated $36.7M added.
  • The largest SEI Investments seller in Q4 2024 was Beutel, Goodman & Co, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2024.