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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
Corient Private Wealth
351
Corient Private Wealth
Florida
-$263K -6,658 Closed
CBA
352
Coastal Bridge Advisors
Connecticut
-$259K -6,550 Closed
AG
353
Algert Global
California
-$242K -6,123 Closed
CAM
354
Claret Asset Management
Quebec, Canada
-$222K -5,625 Closed
GWM
355
Greenwich Wealth Management
Connecticut
-$203K -5,131 Closed
PMAM
356
Picton Mahoney Asset Management
Ontario, Canada
-$138K -3,500 Closed
DFCM
357
Dark Forest Capital Management
Puerto Rico
-$126K -3,202 Closed
KI
358
Kapitalo Investimentos
Brazil
-$112K -2,848 Closed
BAM
359
Belpointe Asset Management
Nevada
-$46.5K -1,177 Closed
OCM
360
Orion Capital Management
California
-$15.8K -400 Closed
ASN
361
Advisory Services Network
Georgia
-$10.3K -262 Closed
ST
362
Sageworth Trust
Pennsylvania
-$9.12K -231 Closed
SFG
363
Steward Financial Group
Texas
-$5K -141 Closed
EI
364
Ellevest Inc
New York
-$3.79K -96 Closed
SC
365
Schubert & Co
Texas
-$3.59K -91 Closed
EWA
366
EverSource Wealth Advisors
Alabama
-$3.04K -77 Closed
IAIM
367
International Assets Investment Management
Florida
-$1.07K -27 Closed
AAS
368
Ameritas Advisory Services
Nebraska
-$586 -16 Closed
TWA
369
TCI Wealth Advisors
Arizona
-$435 -11 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.