Siebert Financial
SIEB
30 hedge funds and large institutions have $14.6M invested in Siebert Financial in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 3 closing their positions.
250% more call options, than puts
Call options by funds: $7K | Put options by funds: $2K
200% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 5
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
20% more capital invested
Capital invested by funds: $12.1M → $14.6M (+$2.46M)
3% more funds holding
Funds holding: 29 → 30 (+1)
1.47% more ownership
Funds ownership: 5.15% → 6.62% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.97M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
+$769K |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$162K |
| 4 |
Renaissance Technologies
New York
|
+$91.5K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$67.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$175K |
| 2 |
Morgan Stanley
New York
|
-$57.9K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$49.9K |
| 4 |
Barclays
London,
United Kingdom
|
-$38.8K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$11.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Legal & General Group
London,
United Kingdom
| $11K | – | – | – |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $8K | +$4.9K | +611 | +101% |
|
|
AIP
28
Ameritas Investment Partners
Lincoln,
Nebraska
| $4K | – | – | – |
|
|
IWP
29
IAG Wealth Partners
Waukesha,
Wisconsin
| $1K | – | – | – |
|
|
30
Citadel Advisors
Miami,
Florida
| – | -$175K | -20,177 | Closed |
|
31
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$9K | -997 | Closed |
|
|
TRCT
32
Tower Research Capital (TRC)
New York
| – | -$6K | -727 | Closed |
|
33
Simplex Trading
Chicago,
Illinois
| – | +$802 | +100 | New |
|
SIEB Hedge Fund Activity: Q1 2020 in Review
30 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Siebert Financial (SIEB) for Q1 2020, worth a combined $14.6M — up 20% from $12.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SIEB positions and 3 closed out — a net gain of 1 holder — while 15 added to existing stakes and 5 trimmed.
The largest buyer was Vanguard Group, adding an estimated $3.97M. The largest seller was Citadel Advisors, exiting entirely with an estimated $175K sold.
- 30 institutional investors held Siebert Financial (SIEB) as of Q1 2020, up from 29 in Q4 2019.
- Funds reported $14.6M of Siebert Financial stock for Q1 2020, up 20% quarter-over-quarter.
- 4 funds opened new Siebert Financial positions in Q1 2020 and 3 closed out, a net change of +1 holder.
- The largest Siebert Financial buyer in Q1 2020 was Vanguard Group, an estimated $3.97M added.
- The largest Siebert Financial seller in Q1 2020 was Citadel Advisors, an estimated $175K sold.
Based on aggregated 13F filings for Q1 2020.