SEI Investments
SEIC
441 hedge funds and large institutions have $5.65B invested in SEI Investments in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 131 increasing their positions, 172 reducing their positions, and 38 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
45% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 38
12% more capital invested
Capital invested by funds: $5.07B → $5.65B (+$587M)
3% more funds holding
Funds holding: 427 → 441 (+14)
0.74% less ownership
Funds ownership: 68.42% → 67.68% (-0.74%)
6% less call options, than puts
Call options by funds: $2.68M | Put options by funds: $2.86M
24% less repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 172
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
+$33.8M |
| 2 |
Millennium Management
New York
|
+$21.6M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$19.6M |
| 4 |
RP
Reinhart Partners
Mequon,
Wisconsin
|
+$17.8M |
| 5 |
Morgan Stanley
New York
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$47.4M |
| 2 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$29.6M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$21.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$20.4M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
-$14.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFB
476
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$1K | -25 | Closed |
|
477
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$1K | -16 | Closed |
|
|
RWA
478
Ropes Wealth Advisors
Boston,
Massachusetts
| – | +$382 | +7 | New |
|
|
BSSFA
479
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| – | +$874 | +16 | New |
|
SEIC Hedge Fund Activity: Q4 2020 in Review
441 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q4 2020, worth a combined $5.65B — up 12% from $5.07B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new SEIC positions and 38 closed out — a net gain of 17 holders — while 131 added to existing stakes and 172 trimmed.
The largest buyer was Beutel, Goodman & Co, adding an estimated $33.8M. The largest seller was Loomis, Sayles & Company, cutting an estimated $47.4M.
- 441 institutional investors held SEI Investments (SEIC) as of Q4 2020, up from 427 in Q3 2020.
- Funds reported $5.65B of SEI Investments stock for Q4 2020, up 12% quarter-over-quarter.
- 55 funds opened new SEI Investments positions in Q4 2020 and 38 closed out, a net change of +17 holders.
- The largest SEI Investments buyer in Q4 2020 was Beutel, Goodman & Co, an estimated $33.8M added.
- The largest SEI Investments seller in Q4 2020 was Loomis, Sayles & Company, an estimated $47.4M sold.
Based on aggregated 13F filings for Q4 2020.