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SEI Investments

492 hedge funds and large institutions have $6.02B invested in SEI Investments in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 179 increasing their positions, 167 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 34

4% more funds holding

Funds holding: 475492 (+17)

7% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 167

0.96% less ownership

Funds ownership: 71.74%70.79% (-0.96%)

11% less capital invested

Capital invested by funds: $6.77B → $6.02B (-$754M)

29% less call options, than puts

Call options by funds: $9.87M | Put options by funds: $13.8M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
492
Holders Change
+17
Holders Change %
+3.58%
% of All Funds
7.11%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
56
Increased
179
Reduced
167
Closed
34
Calls
$9.87M
Puts
$13.8M
Net Calls
-$3.96M
Net Calls Change
-$11.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
451
Tortoise Investment Management
New York
$8.35K
CIBC Private Wealth Group
452
CIBC Private Wealth Group
Georgia
$7.54K -$10.6K -157 -58%
CJ
453
Caitlin John
Michigan
$7.04K +$67 +1 +0.9%
CFD
454
Creative Financial Designs
Indiana
$6.92K +$3.16K +47 +78%
PWMG
455
Prestige Wealth Management Group
New Jersey
$6.79K
CFO
456
CVA Family Office
Colorado
$6.73K +$6.99K +104 New
JWA
457
JFS Wealth Advisors
Pennsylvania
$6.08K
HGERS
458
Householder Group Estate & Retirement Specialist
Arizona
$6K +$6.45K +96 New
RIL
459
Rothschild Investment LLC
Illinois
$5.82K +$6.05K +90 New
HNB
460
Huntington National Bank
Ohio
$5.76K -$2.55K -38 -30%
BIC
461
Beach Investment Counsel
Pennsylvania
$5K +$4.71K +70 New
KWAG
462
Kiely Wealth Advisory Group
North Carolina
$4.87K
LC
463
Lindbrook Capital
California
$4.79K +$2.08K +31 +72%
BIA
464
Bell Investment Advisors
California
$4.66K -$1.01K -15 -17%
FNWA
465
Financial Network Wealth Advisors
Utah
$4.59K +$4.77K +71 New
PWMG
466
Private Wealth Management Group
New Jersey
$4.08K
LS
467
Livforsakringsbolaget Skandia
Sweden
$3.49K
MA
468
Montag & Associates
Georgia
$2.98K
FMII
469
Farmers & Merchants Investments Inc
Nebraska
$2.85K
WPA
470
West Paces Advisors
Georgia
$2.72K
GWM
471
Geneos Wealth Management
Colorado
$2.39K
IAIM
472
International Assets Investment Management
Florida
$2.39K +$2.49K +37 New
DJSG
473
D.J. St. Germain
Massachusetts
$2.26K
SS
474
Sunbelt Securities
Texas
$2.26K
AFWM
475
Abich Financial Wealth Management
Virginia
$2.2K -$538 -8 -19%

SEIC Hedge Fund Activity: Q2 2024 in Review

492 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q2 2024, worth a combined $6.02B — down 11% from $6.77B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SEIC positions and 34 closed out — a net gain of 22 holders — while 179 added to existing stakes and 167 trimmed.

The largest buyer was State Street, adding an estimated $19.4M. The largest seller was Canada Life, cutting an estimated $54.6M.

  • 492 institutional investors held SEI Investments (SEIC) as of Q2 2024, up from 475 in Q1 2024.
  • Funds reported $6.02B of SEI Investments stock for Q2 2024, down 11% quarter-over-quarter.
  • 56 funds opened new SEI Investments positions in Q2 2024 and 34 closed out, a net change of +22 holders.
  • The largest SEI Investments buyer in Q2 2024 was State Street, an estimated $19.4M added.
  • The largest SEI Investments seller in Q2 2024 was Canada Life, an estimated $54.6M sold.

Based on aggregated 13F filings for Q2 2024.