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Siebert Financial
SIEB

Overview Fund Activity

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.

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

1
BSW
1
Buckingham Strategic Wealth
Missouri
$77.6K
2
Millennium Management
2
Millennium Management
New York
$21.5K
3
Citadel Advisors
3
Citadel Advisors
Florida
$12.1K
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$720K
5
Wells Fargo
5
Wells Fargo
California
$235

Top Sellers

1
State Street
1
State Street
Massachusetts
$32.1K
2
UBS Group
2
UBS Group
Switzerland
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$4.91K
4
TRCT
4
Tower Research Capital (TRC)
New York
$11.5K
5
BlackRock
5
BlackRock
New York
$92.1K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$720K 341,072 +2,124 +0.6%
Geode Capital Management
2
Geode Capital Management
Massachusetts
$232K 109,912 – –
BlackRock
3
BlackRock
New York
$92.1K 43,669 -795 -2%
Northern Trust
4
Northern Trust
Illinois
$78.7K 37,291 – –
BSW
5
Buckingham Strategic Wealth
Missouri
$77.6K 36,800 +36,800 New
Osaic Holdings
6
Osaic Holdings
Arizona
$53.8K 25,500 – –
State Street
7
State Street
Massachusetts
$32.1K 15,200 -13,400 -47%
Millennium Management
8
Millennium Management
New York
$21.5K 10,176 +10,176 New
Citadel Advisors
9
Citadel Advisors
Florida
$12.1K 5,746 +5,746 New
TRCT
10
Tower Research Capital (TRC)
New York
$11.5K 5,448 -1,188 -18%
Morgan Stanley
11
Morgan Stanley
New York
$4.91K 2,327 -2,327 -50%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$690 327 – –
Bank of America
13
Bank of America
North Carolina
$528 250 -14 -5%
NFSG
14
Newbridge Financial Services Group
Florida
$422 200 – –
Wells Fargo
15
Wells Fargo
California
$235 111 +1 +0.9%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$13 6 – –
UBS Group
17
UBS Group
Switzerland
– – -7,928 Closed
Simplex Trading
18
Simplex Trading
Illinois
$0 183 -520 -74%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$0 106 -185 -64%
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –
Group One Trading
21
Group One Trading
Illinois
– – – –