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SEI Investments

475 hedge funds and large institutions have $6.77B invested in SEI Investments in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 140 increasing their positions, 186 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,356% more call options, than puts

Call options by funds: $8.17M | Put options by funds: $561K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more capital invested

Capital invested by funds: $6.27B → $6.77B (+$496M)

3% less funds holding

Funds holding: 490475 (-15)

3.29% less ownership

Funds ownership: 75.04%71.74% (-3.3%)

16% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 57

25% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 186

Holders
475
Holders Change
-15
Holders Change %
-3.06%
% of All Funds
6.84%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
48
Increased
140
Reduced
186
Closed
57
Calls
$8.17M
Puts
$561K
Net Calls
+$7.61M
Net Calls Change
+$6.11M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
426
IFP Advisors
Florida
$15.5K +$1.2K +18 +9%
AIM
427
Anchor Investment Management
South Carolina
$14.4K
C
428
Covestor
United Kingdom
$14K -$125K -1,888 -90%
RWA
429
Redmont Wealth Advisors
Illinois
$13.8K +$12.8K +192 New
SWM
430
Spire Wealth Management
Virginia
$13.5K
SAM
431
Smartleaf Asset Management
Massachusetts
$12.4K +$10.2K +154 +856%
NSIM
432
North Star Investment Management
Illinois
$12.3K +$66 +1 +0.6%
Jones Financial Companies
433
Jones Financial Companies
Missouri
$11.8K +$10.9K +164 New
NA
434
NewEdge Advisors
Louisiana
$11.6K -$4.98K -75 -32%
FFA
435
Frazier Financial Advisors
Ohio
$11.3K
BCWM
436
Bartlett & Co Wealth Management
Ohio
$9.42K
WTC
437
WhitTier Trust Company
Nevada
$9.35K
TIM
438
Tortoise Investment Management
New York
$9.28K +$1.93K +29 +29%
HNB
439
Huntington National Bank
Ohio
$9.13K -$2.33K -35 -22%
CFB
440
Cullen/Frost Bankers
Texas
$8.63K
CJ
441
Caitlin John
Michigan
$7.78K -$2.99K -45 -29%
PWMG
442
Prestige Wealth Management Group
New Jersey
$7.55K
CA
443
Clearstead Advisors
Ohio
$7.32K
JWA
444
JFS Wealth Advisors
Pennsylvania
$6.76K
BIA
445
Bell Investment Advisors
California
$6.26K +$996 +15 +21%
WB
446
Webster Bank
Connecticut
$5.25K +$4.85K +73 New
KWAG
447
Kiely Wealth Advisory Group
North Carolina
$5.03K
PWMG
448
Private Wealth Management Group
New Jersey
$4.53K
CFD
449
Creative Financial Designs
Indiana
$4.31K
AW
450
Avion Wealth
Texas
$4K +$1.33K +20 +74%