We are live on ! Find out more
SEIC icon

SEI Investments

428 hedge funds and large institutions have $8.45B invested in SEI Investments in 2018 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 146 increasing their positions, 140 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 35

6% more capital invested

Capital invested by funds: $7.98B → $8.45B (+$466M)

1% more funds holding

Funds holding: 422428 (+6)

1.17% more ownership

Funds ownership: 70.53%71.7% (+1.2%)

4% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 140

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

79% less call options, than puts

Call options by funds: $2.45M | Put options by funds: $11.4M

Holders
428
Holders Change
+6
Holders Change %
+1.42%
% of All Funds
9.81%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
44
Increased
146
Reduced
140
Closed
35
Calls
$2.45M
Puts
$11.4M
Net Calls
-$8.96M
Net Calls Change
+$949K
Name Holding Trade Value Shares
Change
Change in
Stake
ST
401
Smithfield Trust
Pennsylvania
$15K
VFA
402
Valeo Financial Advisors
Indiana
$15K
CBOA
403
Commonwealth Bank of Australia
Australia
$14K
FHA
404
First Horizon Advisors
Tennessee
$12K
VCM
405
Vigilant Capital Management
Maine
$12K +$12.1K +163 New
QCG
406
Quadrant Capital Group
Ohio
$10K
WTC
407
WhitTier Trust Company
Nevada
$10K
CAPTRUST Financial Advisors
408
CAPTRUST Financial Advisors
North Carolina
$9K +$4.92K +66 +127%
C
409
Cerebellum
California
$8K -$35.5K -476 -82%
EA
410
Edge Advisors
Georgia
$8K +$5.21K +70 +175%
TWA
411
TCI Wealth Advisors
Arizona
$7K
FA
412
Fortis Advisors
Pennsylvania
$7K +$7.45K +100 New
LFA
413
Legacy Financial Advisors
Kentucky
$6K
SQA
414
Simon Quick Advisors
New Jersey
$6K
CBT
415
Capital Bank & Trust
California
$5K
SAM
416
Shamrock Asset Management
Texas
$5K
TCOV
417
Trust Company of Vermont
Vermont
$5K
BWM
418
Baystate Wealth Management
Massachusetts
$4K
CFD
419
Creative Financial Designs
Indiana
$4K
PA
420
Parallel Advisors
California
$4K
EARNEST Partners
421
EARNEST Partners
Georgia
$3K
SWM
422
SeaCrest Wealth Management
New York
$3K
TL
423
TrueWealth LLC
Georgia
$3K
VCM
424
Versant Capital Management
Arizona
$2K
QI
425
QS Investors
New York
$1K

SEIC Hedge Fund Activity: Q1 2018 in Review

428 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q1 2018, worth a combined $8.45B — up 5.8% from $7.98B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new SEIC positions and 35 closed out — a net gain of 9 holders — while 146 added to existing stakes and 140 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $70.2M. The largest seller was BlackRock, cutting an estimated $64.3M.

  • 428 institutional investors held SEI Investments (SEIC) as of Q1 2018, up from 422 in Q4 2017.
  • Funds reported $8.45B of SEI Investments stock for Q1 2018, up 5.8% quarter-over-quarter.
  • 44 funds opened new SEI Investments positions in Q1 2018 and 35 closed out, a net change of +9 holders.
  • The largest SEI Investments buyer in Q1 2018 was VOYA Investment Management, an estimated $70.2M added.
  • The largest SEI Investments seller in Q1 2018 was BlackRock, an estimated $64.3M sold.

Based on aggregated 13F filings for Q1 2018.