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SGI

Somnigroup International

319 hedge funds and large institutions have $7.1B invested in Somnigroup International in 2023 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 117 increasing their positions, 119 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.28% more ownership

Funds ownership: 100.72%103% (+2.3%)

3% more capital invested

Capital invested by funds: $6.86B → $7.1B (+$239M)

2% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 119

4% less funds holding

Funds holding: 331319 (-12)

14% less funds holding in top 10

Funds holding in top 10: 2118 (-3)

22% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 50

50% less call options, than puts

Call options by funds: $24.6M | Put options by funds: $49.6M

Holders
319
Holders Change
-12
Holders Change %
-3.63%
% of All Funds
5.01%
Holding in Top 10
18
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-14.29%
% of All Funds
0.28%
New
39
Increased
117
Reduced
119
Closed
50
Calls
$24.6M
Puts
$49.6M
Net Calls
-$25M
Net Calls Change
-$19.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
226
Shellback Capital
Massachusetts
$401K +$376K +10,000 New
CB
227
Commerce Bank
Missouri
$385K +$167K +4,450 +86%
BHCM
228
Boulder Hill Capital Management
New York
$385K +$361K +9,600 New
KFGK
229
Keystone Financial Group (Kentucky)
Kentucky
$341K +$320K +8,517 New
VPIM
230
Vanguard Personalized Indexing Management
California
$338K -$20.7K -550 -6%
SCM
231
Shelton Capital Management
Colorado
$337K -$10.4K -277 -3%
CWA
232
CM Wealth Advisors
Ohio
$325K -$2.57M -68,357 -91%
Creative Planning
233
Creative Planning
Kansas
$315K -$9.52K -253 -3%
II
234
Inspire Investing
Idaho
$314K +$33.1K +881 +13%
NRD
235
Nebula Research & Development
New York
$303K +$284K +7,551 New
IIM
236
INTECH Investment Management
Florida
$302K +$283K +7,532 New
Fidelity International
237
Fidelity International
Bermuda
$301K +$1.2K +32 +0.4%
OC
238
Oppenheimer & Co
New York
$299K +$281K +7,469 New
ONB
239
Old National Bancorp
Indiana
$294K -$236K -6,270 -46%
CANY
240
Caxton Associates (New York)
New York
$289K +$271K +7,213 New
Susquehanna International Group
241
Susquehanna International Group
Pennsylvania
$288K -$1.05M -27,974 -80%
BCI
242
Brinker Capital Investments
Pennsylvania
$276K -$268K -7,113 -51%
OPS
243
Orion Portfolio Solutions
Nebraska
$276K -$268K -7,113 -51%
PCM
244
Penserra Capital Management
California
$273K -$39.1K -1,040 -13%
Mitsubishi UFJ Trust & Banking
245
Mitsubishi UFJ Trust & Banking
Japan
$268K +$1.35K +36 +0.5%
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$264K +$16.6K +441 +7%
CAN
247
Cetera Advisor Networks
California
$260K -$66.5K -1,769 -21%
SQA
248
Simon Quick Advisors
New Jersey
$260K +$244K +6,489 New
TA
249
Tiedemann Advisors
New York
$259K -$121K -3,230 -33%
CCM
250
Coldstream Capital Management
Washington
$255K +$14.6K +388 +6%

SGI Hedge Fund Activity: Q2 2023 in Review

319 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Somnigroup International (SGI) for Q2 2023, worth a combined $7.1B — up 3.5% from $6.86B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of SGI and 39 opened new positions — a net loss of 11 holders — while 119 trimmed existing stakes and 117 added.

The largest buyer was Select Equity Group, adding an estimated $206M. The largest seller was Fidelity Investments, cutting an estimated $142M.

  • 319 institutional investors held Somnigroup International (SGI) as of Q2 2023, down from 331 in Q1 2023.
  • Funds reported $7.1B of Somnigroup International stock for Q2 2023, up 3.5% quarter-over-quarter.
  • 39 funds opened new Somnigroup International positions in Q2 2023 and 50 closed out, a net change of -11 holders.
  • The largest Somnigroup International buyer in Q2 2023 was Select Equity Group, an estimated $206M added.
  • The largest Somnigroup International seller in Q2 2023 was Fidelity Investments, an estimated $142M sold.

Based on aggregated 13F filings for Q2 2023.