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Siebert Financial

18 hedge funds and large institutions have $1.42M invested in Siebert Financial in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

6% more capital invested

Capital invested by funds: $1.34M → $1.42M (+$81.6K)

0.44% more ownership

Funds ownership: 1.6%2.05% (+0.44%)

0% more funds holding

Funds holding: 1818 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

Holders
18
Holders Change
Holders Change %
0%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
3
Closed
2
Calls
$12K
Puts
Net Calls
+$12K
Net Calls Change
-$86K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$597K +$3.86K +1,849 +0.5%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$291K +$350K +167,473 New
Geode Capital Management
3
Geode Capital Management
Massachusetts
$211K +$23.9K +11,420 +10%
BlackRock
4
BlackRock
New York
$88.6K +$15.1K +7,244 +17%
BSW
5
Buckingham Strategic Wealth
Missouri
$64K
Northern Trust
6
Northern Trust
Illinois
$61.7K -$3.86K -1,849 -5%
State Street
7
State Street
Massachusetts
$26.4K
Millennium Management
8
Millennium Management
New York
$23.9K +$7.42K +3,555 +35%
Renaissance Technologies
9
Renaissance Technologies
New York
$23.2K +$27.9K +13,340 New
TRCT
10
Tower Research Capital (TRC)
New York
$12.3K +$3.38K +1,620 +30%
Citadel Advisors
11
Citadel Advisors
Florida
$7.96K -$2.44K -1,170 -20%
Simplex Trading
12
Simplex Trading
Illinois
$5K +$6.3K +3,015 +1,648%
Morgan Stanley
13
Morgan Stanley
New York
$4.05K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1K +$395 +189 +178%
Osaic Holdings
15
Osaic Holdings
Arizona
$870 -$52.2K -25,000 -98%
Bank of America
16
Bank of America
North Carolina
$639 +$244 +117 +47%
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$569
JP Morgan Chase
18
JP Morgan Chase
New York
$10
Wells Fargo
19
Wells Fargo
California
$1 -$232 -111 Closed
NFSG
20
Newbridge Financial Services Group
Florida
-$422 -200 Closed

SIEB Hedge Fund Activity: Q2 2024 in Review

18 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Siebert Financial (SIEB) for Q2 2024, worth a combined $1.42M — up 6.1% from $1.34M a quarter earlier.

Fund positioning in SIEB was balanced in Q2 2024: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 3 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $350K. The largest seller was Osaic Holdings, cutting an estimated $52.2K.

  • 18 institutional investors held Siebert Financial (SIEB) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $1.42M of Siebert Financial stock for Q2 2024, up 6.1% quarter-over-quarter.
  • 2 funds opened new Siebert Financial positions in Q2 2024 and 2 closed out, a net change of 0 holders.
  • The largest Siebert Financial buyer in Q2 2024 was Cetera Investment Advisers, an estimated $350K added.
  • The largest Siebert Financial seller in Q2 2024 was Osaic Holdings, an estimated $52.2K sold.

Based on aggregated 13F filings for Q2 2024.