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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
HBT
426
Hills Bank & Trust
Iowa
$141K
IGAM
427
iA Global Asset Management
Quebec, Canada
$135K -$4.71K -60 -4%
AAP
428
Arax Advisory Partners
Colorado
$134K +$627 +8 +0.5%
PPA
429
Painted Porch Advisors
California
$128K +$39.8K +507 +48%
QCG
430
Quadrant Capital Group
Ohio
$121K
GRP
431
Global Retirement Partners
California
$120K +$13.3K +169 +13%
S
432
Sachetta
Massachusetts
$117K
PS
433
Principal Securities
Iowa
$109K +$12.2K +155 +13%
Swedbank
434
Swedbank
Sweden
$107K
Fifth Third Bancorp
435
Fifth Third Bancorp
Ohio
$99.5K -$4.39K -56 -4%
BTI
436
Blue Trust Inc
Georgia
$95.1K -$159K -2,024 -64%
Northwestern Mutual Wealth Management
437
Northwestern Mutual Wealth Management
Wisconsin
$87.8K -$5.25K -67 -6%
SPIA
438
Steward Partners Investment Advisory
New York
$79.1K -$50.7K -647 -40%
SC
439
SouthState Corp
Florida
$78.6K +$1.8K +23 +2%
CIBC Private Wealth Group
440
CIBC Private Wealth Group
Georgia
$76.9K +$18.7K +238 +34%
LWCFA
441
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$75.1K
PTC
442
Private Trust Company
Ohio
$73.9K -$471 -6 -0.7%
EA
443
Evolution Advisers
Virginia
$72K
EWA
444
EverSource Wealth Advisors
Alabama
$70.9K +$13.5K +172 +25%
OAM
445
Ostrum Asset Management
France
$67.6K -$2.75K -35 -4%
TFA
446
Toth Financial Advisory
Virginia
$54.9K -$23.5K -300 -31%
RWM
447
Rialto Wealth Management
New York
$54.7K +$52K +663 New
FFA
448
Farther Finance Advisors
California
$53.9K +$784 +10 +2%
HIA
449
Harbor Investment Advisory
Maryland
$53.6K
IA
450
IFP Advisors
Florida
$52.7K -$12.6K -161 -23%

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.