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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
AAP
301
Arax Advisory Partners
Colorado
$2.26K -$226 -6 -10%
FDCDDQ
302
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.24K +$2.11K +56 New
LC
303
Lindbrook Capital
California
$2.16K
Loomis, Sayles & Company
304
Loomis, Sayles & Company
Massachusetts
$2K +$2.14K +57 New
VCM
305
Versant Capital Management
Arizona
$1.76K
GWS
306
Glassman Wealth Services
Virginia
$1.64K
SIC
307
SJS Investment Consulting
Ohio
$1.6K -$226 -6 -13%
MFT
308
Moisand Fitzgerald Tamayo
Florida
$1.6K
WWP
309
WR Wealth Planners
Missouri
$1.52K
AF
310
Advisornet Financial
Minnesota
$1.44K -$75 -2 -5%
DI
311
Disciplined Investments
Oklahoma
$1.12K -$113 -3 -10%
FFA
312
Farther Finance Advisors
California
$1.12K +$113 +3 +12%
CAL
313
Capital Advisors Ltd
Ohio
$1K
FMP
314
Financial Management Professionals
Texas
$1K
M
315
MOTCO
Texas
$962 +$903 +24 New
AWM
316
Atticus Wealth Management
Florida
$922 +$865 +23 New
CFD
317
Creative Financial Designs
Indiana
$641 +$602 +16 New
PTC
318
Private Trust Company
Ohio
$240
TWP
319
TFO Wealth Partners
Ohio
$240
SC
320
Samlyn Capital
New York
-$54M -1,368,043 Closed
Adage Capital Partners
321
Adage Capital Partners
Massachusetts
-$29.5M -746,834 Closed
TC
322
TwinBeech Capital
New York
-$10.1M -255,302 Closed
RP
323
Repertoire Partners
New York
-$9.87M -250,000 Closed
Bank of Nova Scotia
324
Bank of Nova Scotia
Ontario, Canada
-$8.05M -203,843 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
325
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$7.38M -187,000 Closed

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.