SEI Investments
SEIC
357 hedge funds and large institutions have $5.54B invested in SEI Investments in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 116 increasing their positions, 145 reducing their positions, and 24 closing their positions.
25% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 24
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0% less funds holding
Funds holding: 358 → 357 (-1)
0.92% less ownership
Funds ownership: 71.06% → 70.14% (-0.92%)
16% less capital inflows, than outflows
Capital inflows: $340M | Capital outflows: $405M
20% less repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 145
25% less call options, than puts
Call options by funds: $1.26M | Put options by funds: $1.69M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$37.5M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$31M |
| 3 |
Parnassus Investments
San Francisco,
California
|
+$22.8M |
| 4 |
Smith Group Asset Management
Dallas,
Texas
|
+$20.3M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$16.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Chartwell Investment Partners
Berywn,
Pennsylvania
|
-$93.2M |
| 2 |
Chilton Investment Company
Stamford,
Connecticut
|
-$75.4M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$24.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$19.7M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$12.3M |
SEIC Hedge Fund Activity: Q4 2016 in Review
357 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q4 2016, worth a combined $5.54B — up 6.9% from $5.18B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new SEIC positions and 24 closed out — a net gain of 6 holders — while 116 added to existing stakes and 145 trimmed.
The largest buyer was Invesco, adding an estimated $37.5M. The largest seller was Chartwell Investment Partners, cutting an estimated $93.2M.
- 357 institutional investors held SEI Investments (SEIC) as of Q4 2016, down from 358 in Q3 2016.
- Funds reported $5.54B of SEI Investments stock for Q4 2016, up 6.9% quarter-over-quarter.
- 30 funds opened new SEI Investments positions in Q4 2016 and 24 closed out, a net change of +6 holders.
- The largest SEI Investments buyer in Q4 2016 was Invesco, an estimated $37.5M added.
- The largest SEI Investments seller in Q4 2016 was Chartwell Investment Partners, an estimated $93.2M sold.
Based on aggregated 13F filings for Q4 2016.