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South Plains Financial

53 hedge funds and large institutions have $61.3M invested in South Plains Financial in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 12

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

4% more funds holding

Funds holding: 5153 (+2)

3% more capital invested

Capital invested by funds: $59.4M → $61.3M (+$1.82M)

0.82% more ownership

Funds ownership: 20.09%20.9% (+0.82%)

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
21
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZP
26
Zimmer Partners
New York
$408K
HSBC Holdings
27
HSBC Holdings
United Kingdom
$386K +$398K +23,704 New
BCM
28
BHZ Capital Management
California
$372K +$27.4K +1,630 +8%
Morgan Stanley
29
Morgan Stanley
New York
$295K +$267K +15,896 +712%
OAM
30
Oxford Asset Management
United Kingdom
$284K -$98.9K -5,888 -25%
Goldman Sachs
31
Goldman Sachs
New York
$281K +$290K +17,256 New
SO
32
STRS Ohio
Ohio
$223K +$215K +12,800 +1,422%
N
33
Nuveen
North Carolina
$192K +$198K +11,807 New
Wells Fargo
34
Wells Fargo
California
$105K +$108K +6,419 +25,676%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$99K
Victory Capital Management
36
Victory Capital Management
Texas
$93K +$10.1K +598 +12%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$86K
UBS Group
38
UBS Group
Switzerland
$68K +$30.2K +1,800 +76%
RA
39
Royce & Associates
New York
$44K +$45.3K +2,697 New
Acadian Asset Management
40
Acadian Asset Management
Massachusetts
$43K +$45.1K +2,683 New
AIG
41
American International Group
New York
$36K +$807 +48 +2%
Bank of America
42
Bank of America
North Carolina
$31K +$19.1K +1,136 +140%
JP Morgan Chase
43
JP Morgan Chase
New York
$19K +$3.58K +213 +23%
Deutsche Bank
44
Deutsche Bank
Germany
$15K -$28.1K -1,672 -63%
Legal & General Group
45
Legal & General Group
United Kingdom
$9K
AIP
46
Ameritas Investment Partners
Nebraska
$5K
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$5K +$420 +25 +9%
PAM
48
Panagora Asset Management
Massachusetts
$4K +$3.68K +219 New
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$2.71K +$34 +2 +1%
TRCT
50
Tower Research Capital (TRC)
New York
$1K -$66.2K -3,939 -98%

SPFI Hedge Fund Activity: Q3 2019 in Review

53 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in South Plains Financial (SPFI) for Q3 2019, worth a combined $61.3M — up 3.1% from $59.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SPFI positions and 7 closed out — a net gain of 2 holders — while 21 added to existing stakes and 12 trimmed.

The largest buyer was Westwood Holdings Group, opening a new position worth an estimated $1.56M. The largest seller was Wellington Management Group, cutting an estimated $1.45M.

  • 53 institutional investors held South Plains Financial (SPFI) as of Q3 2019, up from 51 in Q2 2019.
  • Funds reported $61.3M of South Plains Financial stock for Q3 2019, up 3.1% quarter-over-quarter.
  • 9 funds opened new South Plains Financial positions in Q3 2019 and 7 closed out, a net change of +2 holders.
  • The largest South Plains Financial buyer in Q3 2019 was Westwood Holdings Group, an estimated $1.56M added.
  • The largest South Plains Financial seller in Q3 2019 was Wellington Management Group, an estimated $1.45M sold.

Based on aggregated 13F filings for Q3 2019.