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SGI

Somnigroup International

331 hedge funds and large institutions have $6.86B invested in Somnigroup International in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 100 increasing their positions, 133 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 44

13% more capital invested

Capital invested by funds: $6.06B → $6.86B (+$802M)

0% more funds holding

Funds holding: 331331 (0)

3.93% less ownership

Funds ownership: 104.65%100.72% (-3.9%)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

10% less call options, than puts

Call options by funds: $48.7M | Put options by funds: $54.3M

25% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 133

Holders
331
Holders Change
Holders Change %
0%
% of All Funds
5.27%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.33%
New
50
Increased
100
Reduced
133
Closed
44
Calls
$48.7M
Puts
$54.3M
Net Calls
-$5.59M
Net Calls Change
-$65.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
301
Advisory Services Network
Georgia
$10.3K -$2.31K -58 -18%
ST
302
Sageworth Trust
Pennsylvania
$9.12K
CA
303
Clearstead Advisors
Ohio
$6.47K +$40 +1 +0.6%
SFG
304
Steward Financial Group
Texas
$5K +$3.1K +78 +124%
JWA
305
JFS Wealth Advisors
Pennsylvania
$4.19K +$358 +9 +9%
TFGT
306
TS Financial Group (TSFG)
Illinois
$4K
BAAM
307
Baker Avenue Asset Management
California
$3.99K
EI
308
Ellevest Inc
New York
$3.79K +$477 +12 +14%
SC
309
Schubert & Co
Texas
$3.59K -$80 -2 -2%
EARNEST Partners
310
EARNEST Partners
Georgia
$3.32K
FMII
311
Farmers & Merchants Investments Inc
Nebraska
$3.12K
EWA
312
EverSource Wealth Advisors
Alabama
$3.04K +$358 +9 +13%
AAP
313
Arax Advisory Partners
Colorado
$2.46K
AF
314
Allworth Financial
California
$2.45K
BIA
315
Bell Investment Advisors
California
$2.37K
LC
316
Lindbrook Capital
California
$2.13K
SIC
317
SJS Investment Consulting
Ohio
$1.82K +$278 +7 +18%
VCM
318
Versant Capital Management
Arizona
$1.74K
GWS
319
Glassman Wealth Services
Virginia
$1.62K +$477 +12 +41%
MFT
320
Moisand Fitzgerald Tamayo
Florida
$1.58K
AF
321
Advisornet Financial
Minnesota
$1.5K +$119 +3 +9%
WWP
322
WR Wealth Planners
Missouri
$1.5K +$1.51K +38 New
DI
323
Disciplined Investments
Oklahoma
$1.22K +$40 +1 +3%
IAIM
324
International Assets Investment Management
Florida
$1.07K +$1.07K +27 New
CAL
325
Capital Advisors Ltd
Ohio
$1K

SGI Hedge Fund Activity: Q1 2023 in Review

331 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Somnigroup International (SGI) for Q1 2023, worth a combined $6.86B — up 13% from $6.06B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SGI positions and 44 closed out — a net gain of 6 holders — while 100 added to existing stakes and 133 trimmed.

The largest buyer was Select Equity Group, adding an estimated $192M. The largest seller was Goldman Sachs, cutting an estimated $118M.

  • 331 institutional investors held Somnigroup International (SGI) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $6.86B of Somnigroup International stock for Q1 2023, up 13% quarter-over-quarter.
  • 50 funds opened new Somnigroup International positions in Q1 2023 and 44 closed out, a net change of +6 holders.
  • The largest Somnigroup International buyer in Q1 2023 was Select Equity Group, an estimated $192M added.
  • The largest Somnigroup International seller in Q1 2023 was Goldman Sachs, an estimated $118M sold.

Based on aggregated 13F filings for Q1 2023.