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SEI Investments
SEIC

Overview Fund Activity

534 hedge funds and large institutions have $7.5B invested in SEI Investments in 2024 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 158 increasing their positions, 185 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+39
Holders Change %
+7.88%
% of All Funds
7.11%
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
158
Reduced
185
Closed
48
Calls
$5.85M
Puts
$784K
Net Calls
+$5.06M
Net Calls Change
+$11.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$102M
2
Los Angeles Capital Management
Los Angeles Capital Management
California
$26.7M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$43.9M
4
UBS Group
UBS Group
Switzerland
$31.3M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$32.1M

Top Sellers

1
BGC
Beutel, Goodman & Co
Ontario, Canada
$220M
2
Citadel Advisors
Citadel Advisors
Florida
$61.5M
3
First Trust Advisors
First Trust Advisors
Illinois
$39.8M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$729M
5
Invesco
Invesco
Georgia
$186M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
426
Quadrant Capital Group
Ohio
$121K – – –
GRP
427
Global Retirement Partners
California
$120K +$13.9K +169 +13%
S
428
Sachetta
Massachusetts
$117K – – –
PS
429
Principal Securities
Iowa
$109K +$12.8K +155 +13%
Swedbank
430
Swedbank
Sweden
$107K – – –
Fifth Third Bancorp
431
Fifth Third Bancorp
Ohio
$99.5K -$4.62K -56 -4%
BTI
432
Blue Trust Inc
Georgia
$95.1K -$167K -2,024 -64%
Northwestern Mutual Wealth Management
433
Northwestern Mutual Wealth Management
Wisconsin
$87.8K -$5.53K -67 -6%
SPIA
434
Steward Partners Investment Advisory
New York
$79.1K -$53.4K -647 -40%
SC
435
SouthState Corp
Florida
$78.6K +$1.9K +23 +2%
CIBC Private Wealth Group
436
CIBC Private Wealth Group
Georgia
$76.9K +$19.4K +238 +34%
LWCFA
437
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$75.1K – – –
PTC
438
Private Trust Company
Ohio
$73.9K -$495 -6 -0.7%
EA
439
Evolution Advisers
Virginia
$72K – – –
EWA
440
EverSource Wealth Advisors
Alabama
$70.9K +$14.2K +172 +25%
OAM
441
Ostrum Asset Management
France
$67.6K -$2.89K -35 -4%
TFA
442
Toth Financial Advisory
Virginia
$54.9K -$24.7K -300 -31%
RWM
443
Rialto Wealth Management
New York
$54.7K +$54.7K +663 New
FFA
444
Farther Finance Advisors
California
$53.9K +$825 +10 +2%
HIA
445
Harbor Investment Advisory
Maryland
$53.6K – – –
IA
446
IFP Advisors
Florida
$52.7K -$15.6K -161 -23%
MFG
447
Mendota Financial Group
Wisconsin
$52.1K -$69K -836 -57%
WT
448
Whittier Trust
California
$51.1K – – –
CFGS
449
Concourse Financial Group Securities
Alabama
$50.7K +$50.7K +602 New
HBW
450
Hazlett, Burt & Watson
West Virginia
$49K – – –
16 17
18
19 20