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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
CFD
426
Creative Financial Designs
Indiana
$3.58K -$15.1K -260 -81%
FHA
427
First Horizon Advisors
Tennessee
$3.5K
BIA
428
Bell Investment Advisors
California
$3.46K +$233 +4 +7%
LS
429
Livforsakringsbolaget Skandia
Sweden
$3.22K
BWM
430
Baystate Wealth Management
Massachusetts
$3.2K
FMII
431
Farmers & Merchants Investments Inc
Nebraska
$2.86K
MA
432
Montag & Associates
Georgia
$2.74K -$175 -3 -6%
AF
433
Allworth Financial
California
$2.68K
EARNEST Partners
434
EARNEST Partners
Georgia
$2.5K
CMBA
435
C.M. Bidwell & Associates
Hawaii
$2.38K
CWP
436
Concord Wealth Partners
Virginia
$2.09K
LC
437
Lindbrook Capital
California
$2.03K
RTL
438
Red Tortoise LLC
Georgia
$1.97K
TPCW
439
TD Private Client Wealth
New York
$1.97K
VCM
440
Versant Capital Management
Arizona
$1.85K
HCP
441
Hexagon Capital Partners
Arkansas
$1.73K +$1.69K +29 New
DI
442
Disciplined Investments
Oklahoma
$1.67K +$58 +1 +4%
SIC
443
SJS Investment Consulting
Ohio
$1.55K +$58 +1 +4%
GWS
444
Glassman Wealth Services
Virginia
$1.07K -$233 -4 -18%
FMP
445
Financial Management Professionals
Texas
$1K
AW
446
Avion Wealth
Texas
$1K +$1.1K +19 +238%
CFGS
447
Concourse Financial Group Securities
Alabama
$894 +$873 +15 New
GI
448
Gradient Investments
Minnesota
$775 +$756 +13 New
MFT
449
Moisand Fitzgerald Tamayo
Florida
$716
MPWT
450
MassMutual Private Wealth & Trust
Connecticut
$715

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.