We are live on ! Find out more
SIEB icon

Siebert Financial
SIEB

18 hedge funds and large institutions have $1.34M invested in Siebert Financial in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

32% more capital invested

Capital invested by funds: $1.02M → $1.34M (+$321K)

13% more funds holding

Funds holding: 16 → 18 (+2)

0.07% more ownership

Funds ownership: 1.53% → 1.6% (+0.07%)

71% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 7

Holders
18
Holders Change
+2
Holders Change %
+12.5%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
7
Closed
1
Calls
$98K
Puts
–
Net Calls
+$98K
Net Calls Change
+$51K

Top Buyers

Rank Fund Capital Flow
1
BSW
Buckingham Strategic Wealth
Missouri
+$65.9K
2
Millennium Management
Millennium Management
New York
+$18.2K
3
Citadel Advisors
Citadel Advisors
Florida
+$10.3K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$3.8K
5
Wells Fargo
Wells Fargo
California
+$2

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$24K
2
UBS Group
UBS Group
Switzerland
-$13.3K
3
Morgan Stanley
Morgan Stanley
New York
-$4.17K
4
TRCT
Tower Research Capital (TRC)
New York
-$2.13K
5
BlackRock
BlackRock
New York
-$1.42K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$720K +$3.8K +2,124 +0.6%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$232K – – –
BlackRock
3
BlackRock
New York
$92.1K -$1.42K -795 -2%
Northern Trust
4
Northern Trust
Illinois
$78.7K – – –
BSW
5
Buckingham Strategic Wealth
Missouri
$77.6K +$65.9K +36,800 New
Osaic Holdings
6
Osaic Holdings
Arizona
$53.8K – – –
State Street
7
State Street
Massachusetts
$32.1K -$24K -13,400 -47%
Millennium Management
8
Millennium Management
New York
$21.5K +$18.2K +10,176 New
Citadel Advisors
9
Citadel Advisors
Florida
$12.1K +$10.3K +5,746 New
TRCT
10
Tower Research Capital (TRC)
New York
$11.5K -$2.13K -1,188 -18%
Morgan Stanley
11
Morgan Stanley
New York
$4.91K -$4.17K -2,327 -50%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$690 – – –
Bank of America
13
Bank of America
North Carolina
$528 -$25 -14 -5%
NFSG
14
Newbridge Financial Services Group
Florida
$422 – – –
Wells Fargo
15
Wells Fargo
California
$235 +$2 +1 +0.9%
JP Morgan Chase
16
JP Morgan Chase
New York
$13 – – –
UBS Group
17
UBS Group
Switzerland
– -$13.3K -7,928 Closed
Simplex Trading
18
Simplex Trading
Illinois
– -$931 -520 -74%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
– -$331 -185 -64%

SIEB Hedge Fund Activity: Q1 2024 in Review

18 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Siebert Financial (SIEB) for Q1 2024, worth a combined $1.34M — up 32% from $1.02M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SIEB positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 7 trimmed.

The largest buyer was Buckingham Strategic Wealth, opening a new position worth an estimated $65.9K. The largest seller was State Street, cutting an estimated $24K.

  • 18 institutional investors held Siebert Financial (SIEB) as of Q1 2024, up from 16 in Q4 2023.
  • Funds reported $1.34M of Siebert Financial stock for Q1 2024, up 32% quarter-over-quarter.
  • 3 funds opened new Siebert Financial positions in Q1 2024 and 1 closed out, a net change of +2 holders.
  • The largest Siebert Financial buyer in Q1 2024 was Buckingham Strategic Wealth, an estimated $65.9K added.
  • The largest Siebert Financial seller in Q1 2024 was State Street, an estimated $24K sold.

Based on aggregated 13F filings for Q1 2024.