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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 %
SWM
476
Spire Wealth Management
Virginia
$15.6K +$82 +1 +0.5%
Jones Financial Companies
477
Jones Financial Companies
Missouri
$15.5K +$1.07K +13 +7%
NSIM
478
North Star Investment Management
Illinois
$14.2K – – –
SC
479
Stephens Consulting
Michigan
$13.3K – – –
FFA
480
Frazier Financial Advisors
Ohio
$13K – – –
WWA
481
Wingate Wealth Advisors
Massachusetts
$12.5K +$12.5K +152 New
CCM
482
Copeland Capital Management
Pennsylvania
$11.1K +$11.1K +135 New
BCWM
483
Bartlett & Co Wealth Management
Ohio
$10.9K – – –
WTC
484
WhitTier Trust Company
Nevada
$10.7K – – –
CFD
485
Creative Financial Designs
Indiana
$10.5K – – –
CA
486
Clearstead Advisors
Ohio
$9.65K -$500K -6,059 -98%
HWM
487
Hemington Wealth Management
Virginia
$9K +$2.76K +35 +44%
CJ
488
Caitlin John
Michigan
$8.98K – – –
PWMG
489
Prestige Wealth Management Group
New Jersey
$8.71K – – –
JWA
490
JFS Wealth Advisors
Pennsylvania
$8.41K +$412 +5 +5%
ZB
491
Zions Bancorporation
Utah
$7.92K – – –
BIG
492
Brooklyn Investment Group
New York
$7.42K – – –
CFO
493
CVA Family Office
Colorado
$7.18K – – –
CFB
494
Cullen/Frost Bankers
Texas
$6.76K – – –
KWAG
495
Kiely Wealth Advisory Group
North Carolina
$6.33K – – –
QL
496
Quarry LP
New York
$6.02K +$6.02K +73 New
GM
497
GeoWealth Management
Illinois
$5.44K +$5.44K +66 New
BIA
498
Bell Investment Advisors
California
$5.2K – – –
TCOV
499
Trust Company of Vermont
Vermont
$5.2K – – –
PWMG
500
Private Wealth Management Group
New Jersey
$4.95K -$247 -3 -5%
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