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SEI Investments

457 hedge funds and large institutions have $5.53B invested in SEI Investments in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 141 increasing their positions, 162 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,655% more call options, than puts

Call options by funds: $9.45M | Put options by funds: $60K

41% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 41

4% more funds holding

Funds holding: 441457 (+16)

3% more capital invested

Capital invested by funds: $5.36B → $5.53B (+$176M)

0.69% more ownership

Funds ownership: 69.18%69.88% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

13% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 162

Holders
457
Holders Change
+16
Holders Change %
+3.63%
% of All Funds
7.18%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
58
Increased
141
Reduced
162
Closed
41
Calls
$9.45M
Puts
$60K
Net Calls
+$9.39M
Net Calls Change
+$6.01M
Name Holding Trade Value Shares
Change
Change in
Stake
N
401
Natixis
France
$18.1K -$3.44M -59,197 -99%
HPC
402
HM Payson & Co
Maine
$17.9K
ZB
403
Zions Bancorporation
Utah
$16.5K
AP
404
Arlington Partners
Alabama
$14.8K +$14.4K +248 New
CSPIA
405
Cary Street Partners Investment Advisory
Virginia
$14.3K +$11.4K +196 +445%
Bessemer Group
406
Bessemer Group
New Jersey
$12K +$4.6K +79 +61%
AIM
407
Anchor Investment Management
South Carolina
$11.9K
NA
408
NewEdge Advisors
Louisiana
$10.8K +$5.76K +99 +121%
NSIM
409
North Star Investment Management
Illinois
$10.1K +$58 +1 +0.6%
CA
410
Crewe Advisors
Utah
$9.9K
HNB
411
Huntington National Bank
Ohio
$9.72K -$1.45K -25 -13%
QC
412
Quent Capital
New York
$8.61K +$2.04K +35 +32%
EWA
413
EverSource Wealth Advisors
Alabama
$8.17K -$26.5K -455 -77%
BC
414
Bartlett & Co
Ohio
$8K
BCWM
415
Bartlett & Co Wealth Management
Ohio
$7.81K
IA
416
IFP Advisors
Florida
$7.81K +$7.62K +131 New
WTC
417
WhitTier Trust Company
Nevada
$7.75K
IRC
418
Investors Research Corp
Georgia
$7.21K
CFB
419
Cullen/Frost Bankers
Texas
$7.15K +$6.98K +120 New
QL
420
Quarry LP
New York
$7.15K +$6.98K +120 New
JWA
421
JFS Wealth Advisors
Pennsylvania
$6.26K
PWMG
422
Prestige Wealth Management Group
New Jersey
$6.26K
BTI
423
Blue Trust Inc
Georgia
$6K -$6.98K -120 -50%
WTG
424
West Tower Group
Virginia
$5.78K +$5.64K +97 New
TWM
425
Tradition Wealth Management
Minnesota
$5K

SEIC Hedge Fund Activity: Q2 2023 in Review

457 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q2 2023, worth a combined $5.53B — up 3.3% from $5.36B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SEIC positions and 41 closed out — a net gain of 17 holders — while 141 added to existing stakes and 162 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $66.4M. The largest seller was BlackRock, cutting an estimated $33.1M.

  • 457 institutional investors held SEI Investments (SEIC) as of Q2 2023, up from 441 in Q1 2023.
  • Funds reported $5.53B of SEI Investments stock for Q2 2023, up 3.3% quarter-over-quarter.
  • 58 funds opened new SEI Investments positions in Q2 2023 and 41 closed out, a net change of +17 holders.
  • The largest SEI Investments buyer in Q2 2023 was Citadel Advisors, an estimated $66.4M added.
  • The largest SEI Investments seller in Q2 2023 was BlackRock, an estimated $33.1M sold.

Based on aggregated 13F filings for Q2 2023.