We are live on ! Find out more
SGI

Somnigroup International

329 hedge funds and large institutions have $7.74B invested in Somnigroup International in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 109 increasing their positions, 115 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 41

33% more funds holding in top 10

Funds holding in top 10: 1824 (+6)

9% more capital invested

Capital invested by funds: $7.1B → $7.74B (+$636M)

3% more funds holding

Funds holding: 319329 (+10)

4% more call options, than puts

Call options by funds: $74.2M | Put options by funds: $71.3M

0.72% more ownership

Funds ownership: 103%103.72% (+0.72%)

5% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 115

Holders
329
Holders Change
+10
Holders Change %
+3.13%
% of All Funds
5.22%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.38%
New
55
Increased
109
Reduced
115
Closed
41
Calls
$74.2M
Puts
$71.3M
Net Calls
+$2.86M
Net Calls Change
+$27.9M
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
301
Key Financial Inc
Pennsylvania
$5.85K
TFGT
302
TS Financial Group (TSFG)
Illinois
$5K
HNB
303
Huntington National Bank
Ohio
$4.94K -$10.6K -240 -68%
BAAM
304
Baker Avenue Asset Management
California
$4.38K
JWA
305
JFS Wealth Advisors
Pennsylvania
$4.03K
SFG
306
Steward Financial Group
Texas
$4K +$5.05K +114 New
Mitsubishi UFJ Asset Management
307
Mitsubishi UFJ Asset Management
Japan
$3.99K +$4.08K +92 New
EARNEST Partners
308
EARNEST Partners
Georgia
$3.64K
FMII
309
Farmers & Merchants Investments Inc
Nebraska
$3.16K -$266 -6 -8%
GI
310
Gradient Investments
Minnesota
$2.77K
LC
311
Lindbrook Capital
California
$2.69K +$355 +8 +15%
AAP
312
Arax Advisory Partners
Colorado
$2.44K
Loomis, Sayles & Company
313
Loomis, Sayles & Company
Massachusetts
$2K
VCM
314
Versant Capital Management
Arizona
$1.91K
SIC
315
SJS Investment Consulting
Ohio
$1.82K +$89 +2 +5%
GWS
316
Glassman Wealth Services
Virginia
$1.78K
MFT
317
Moisand Fitzgerald Tamayo
Florida
$1.73K
WWP
318
WR Wealth Planners
Missouri
$1.65K
BIA
319
Bell Investment Advisors
California
$1.6K -$1.02K -23 -38%
AF
320
Advisornet Financial
Minnesota
$1.34K -$222 -5 -14%
M
321
MOTCO
Texas
$1.04K
TWP
322
TFO Wealth Partners
Ohio
$1K +$842 +19 +317%
CAL
323
Capital Advisors Ltd
Ohio
$1K
FMP
324
Financial Management Professionals
Texas
$1K
1832 Asset Management
325
1832 Asset Management
Ontario, Canada
$996 +$1.02K +23 New

SGI Hedge Fund Activity: Q3 2023 in Review

329 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Somnigroup International (SGI) for Q3 2023, worth a combined $7.74B — up 8.9% from $7.1B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SGI positions and 41 closed out — a net gain of 14 holders — while 109 added to existing stakes and 115 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $212M. The largest seller was Fidelity Investments, cutting an estimated $290M.

  • 329 institutional investors held Somnigroup International (SGI) as of Q3 2023, up from 319 in Q2 2023.
  • Funds reported $7.74B of Somnigroup International stock for Q3 2023, up 8.9% quarter-over-quarter.
  • 55 funds opened new Somnigroup International positions in Q3 2023 and 41 closed out, a net change of +14 holders.
  • The largest Somnigroup International buyer in Q3 2023 was Lone Pine Capital, an estimated $212M added.
  • The largest Somnigroup International seller in Q3 2023 was Fidelity Investments, an estimated $290M sold.

Based on aggregated 13F filings for Q3 2023.