Siebert Financial
SIEB
32 hedge funds and large institutions have $15.1M invested in Siebert Financial in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 7 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 4
89% more capital invested
Capital invested by funds: $8.02M → $15.1M (+$7.1M)
0.97% more ownership
Funds ownership: 2.83% → 3.8% (+0.97%)
6% less funds holding
Funds holding: 34 → 32 (-2)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
82% less call options, than puts
Call options by funds: $116K | Put options by funds: $642K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.43M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$778K |
| 3 |
BlackRock
New York
|
+$631K |
| 4 |
CCMW
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
+$311K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$286K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$226K |
| 2 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$107K |
| 3 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
-$10K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$10K |
| 5 |
Morgan Stanley
New York
|
-$9.72K |
SIEB Hedge Fund Activity: Q3 2018 in Review
32 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Siebert Financial (SIEB) for Q3 2018, worth a combined $15.1M — up 89% from $8.02M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of SIEB and 5 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 16 added.
The largest buyer was Vanguard Group, adding an estimated $1.43M. The largest seller was Dimensional Fund Advisors, cutting an estimated $226K.
- 32 institutional investors held Siebert Financial (SIEB) as of Q3 2018, down from 34 in Q2 2018.
- Funds reported $15.1M of Siebert Financial stock for Q3 2018, up 89% quarter-over-quarter.
- 5 funds opened new Siebert Financial positions in Q3 2018 and 7 closed out, a net change of -2 holders.
- The largest Siebert Financial buyer in Q3 2018 was Vanguard Group, an estimated $1.43M added.
- The largest Siebert Financial seller in Q3 2018 was Dimensional Fund Advisors, an estimated $226K sold.
Based on aggregated 13F filings for Q3 2018.