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South Plains Financial
SPFI

62 hedge funds and large institutions have $96.3M invested in South Plains Financial in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 18

28% more capital invested

Capital invested by funds: $75.4M → $96.3M (+$20.9M)

15% more funds holding

Funds holding: 54 → 62 (+8)

1.45% more ownership

Funds ownership: 22.06% → 23.51% (+1.4%)

Holders
62
Holders Change
+8
Holders Change %
+14.81%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
26
Reduced
18
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VWM
Venturi Wealth Management
Texas
+$2.97M
2
BCM
Basswood Capital Management
New York
+$1.68M
3
BlackRock
BlackRock
New York
+$1.45M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$845K
5
Bank of America
Bank of America
North Carolina
+$532K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.85M
2
Millennium Management
Millennium Management
New York
-$691K
3
MSL
Mackay Shields LLC
New York
-$302K
4
KCM
Kennedy Capital Management
Missouri
-$217K
5
Osaic Holdings
Osaic Holdings
Arizona
-$177K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$711K +$79.1K +3,791 +14%
Charles Schwab
27
Charles Schwab
California
$614K +$30.4K +1,460 +6%
Morgan Stanley
28
Morgan Stanley
New York
$534K -$162K -7,760 -25%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$534K +$287K +13,739 +140%
SO
30
STRS Ohio
Ohio
$502K – – –
MAM
31
Martingale Asset Management
Massachusetts
$496K +$142K +6,812 +45%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$490K -$77.6K -3,723 -15%
WHG
33
Westwood Holdings Group
Texas
$488K +$448K +21,470 New
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$365K +$9.2K +441 +3%
BCM
35
BHZ Capital Management
California
$356K -$144K -6,919 -31%
ZCM
36
Zebra Capital Management
Connecticut
$340K +$312K +14,946 New
WCM
37
Wedge Capital Management
North Carolina
$331K +$304K +14,581 New
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$307K +$282K +13,523 New
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$286K +$263K +12,601 New
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$279K -$11.1K -530 -4%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$250K – – –
MSL
42
Mackay Shields LLC
New York
$248K -$302K -14,500 -57%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$234K +$6.26K +300 +3%
LSV Asset Management
44
LSV Asset Management
Illinois
$159K – – –
Deutsche Bank
45
Deutsche Bank
Germany
$156K -$13.3K -639 -8%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$120K +$48.3K +2,316 +78%
UBS Group
47
UBS Group
Switzerland
$65K +$10.3K +495 +21%
HIM
48
Hillsdale Investment Management
Ontario, Canada
$43K +$39.6K +1,900 New
Ohio Public Employees Retirement System (OPERS)
49
Ohio Public Employees Retirement System (OPERS)
Ohio
$36K – – –
CCM
50
Copeland Capital Management
Pennsylvania
$35K +$1.81K +87 +6%
1
2
3

SPFI Hedge Fund Activity: Q1 2021 in Review

62 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in South Plains Financial (SPFI) for Q1 2021, worth a combined $96.3M — up 28% from $75.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SPFI positions and 0 closed out — a net gain of 8 holders — while 26 added to existing stakes and 18 trimmed.

The largest buyer was Venturi Wealth Management, adding an estimated $2.97M. The largest seller was Fidelity Investments, cutting an estimated $2.85M.

  • 62 institutional investors held South Plains Financial (SPFI) as of Q1 2021, up from 54 in Q4 2020.
  • Funds reported $96.3M of South Plains Financial stock for Q1 2021, up 28% quarter-over-quarter.
  • 8 funds opened new South Plains Financial positions in Q1 2021 and 0 closed out, a net change of +8 holders.
  • The largest South Plains Financial buyer in Q1 2021 was Venturi Wealth Management, an estimated $2.97M added.
  • The largest South Plains Financial seller in Q1 2021 was Fidelity Investments, an estimated $2.85M sold.

Based on aggregated 13F filings for Q1 2021.