Siebert Financial
SIEB
14 hedge funds and large institutions have $3.74M invested in Siebert Financial in 2017 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.
133% more funds holding
Funds holding: 6 → 14 (+8)
32% more capital invested
Capital invested by funds: $2.82M → $3.74M (+$914K)
0.23% more ownership
Funds ownership: 1.02% → 1.25% (+0.23%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
+$158K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$72.3K |
| 3 |
Barclays
London,
United Kingdom
|
+$65.2K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$8.51K |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$6.82K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$11.7K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$378 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Dimensional Fund Advisors
Austin,
Texas
| $1.91M | -$11.7K | -1,800 | -1% |
|
2
California Public Employees Retirement System
Sacramento,
California
| $598K | – | – | – |
|
|
3
Northern Trust
Chicago,
Illinois
| $413K | +$6.82K | +1,047 | +4% |
|
|
EMFAT
4
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| $327K | +$158K | +24,243 | New |
|
|
5
Vanguard Group
Malvern,
Pennsylvania
| $150K | +$72.3K | +11,099 | New |
|
|
6
Barclays
London,
United Kingdom
| $135K | +$65.2K | +10,000 | New |
|
7
BlackRock
New York
| $110K | +$2.14K | +328 | +4% |
|
|
CA
8
Crewe Advisors
Salt Lake City,
Utah
| $53K | +$25.4K | +3,900 | New |
|
|
9
UBS Group
Zurich,
Switzerland
| $18K | +$8.51K | +1,306 | New |
|
|
10
Bank of America
Charlotte,
North Carolina
| $14K | -$378 | -58 | -5% |
|
|
VNA
11
Valley National Advisers
Bethlehem,
Pennsylvania
| $7K | +$3.26K | +500 | New |
|
|
FANJ
12
Financial Architects (New Jersey)
Marlton,
New Jersey
| $3K | +$1.63K | +250 | New |
|
13
Morgan Stanley
New York
| $1K | +$267 | +41 | New |
|
SIEB Hedge Fund Activity: Q4 2017 in Review
14 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Siebert Financial (SIEB) for Q4 2017, worth a combined $3.74M — up 32% from $2.82M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SIEB positions and 0 closed out — a net gain of 8 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Emerald Mutual Fund Advisers Trust, opening a new position worth an estimated $158K. The largest seller was Dimensional Fund Advisors, cutting an estimated $11.7K.
- 14 institutional investors held Siebert Financial (SIEB) as of Q4 2017, up from 6 in Q3 2017.
- Funds reported $3.74M of Siebert Financial stock for Q4 2017, up 32% quarter-over-quarter.
- 8 funds opened new Siebert Financial positions in Q4 2017 and 0 closed out, a net change of +8 holders.
- The largest Siebert Financial buyer in Q4 2017 was Emerald Mutual Fund Advisers Trust, an estimated $158K added.
- The largest Siebert Financial seller in Q4 2017 was Dimensional Fund Advisors, an estimated $11.7K sold.
Based on aggregated 13F filings for Q4 2017.