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South Plains Financial

86 hedge funds and large institutions have $121M invested in South Plains Financial in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

15% more funds holding

Funds holding: 7586 (+11)

1.69% more ownership

Funds ownership: 25.09%26.78% (+1.7%)

4% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 24

0% more capital invested

Capital invested by funds: $120M → $121M (+$539K)

Holders
86
Holders Change
+11
Holders Change %
+14.67%
% of All Funds
1.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
25
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$870K -$1.17M -39,336 -55%
Morgan Stanley
27
Morgan Stanley
New York
$867K -$325K -10,921 -26%
Victory Capital Management
28
Victory Capital Management
Texas
$847K -$979K -32,904 -52%
Charles Schwab
29
Charles Schwab
California
$755K -$16K -538 -2%
Invesco
30
Invesco
Georgia
$752K -$971K -32,649 -54%
Swiss National Bank
31
Swiss National Bank
Switzerland
$750K +$810K +27,233 New
ECA
32
Endeavour Capital Advisors
Connecticut
$667K -$3.44M -115,565 -83%
WHG
33
Westwood Holdings Group
Texas
$591K
SO
34
STRS Ohio
Ohio
$523K -$74.4K -2,500 -12%
B
35
Bailard
California
$474K +$289K +9,727 +130%
Truist Financial
36
Truist Financial
North Carolina
$441K +$477K +16,036 New
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$430K -$6.6K -222 -1%
AQR Capital Management
38
AQR Capital Management
Connecticut
$413K +$446K +14,989 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$388K +$47.7K +1,605 +13%
First Trust Advisors
40
First Trust Advisors
Illinois
$382K +$413K +13,871 New
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$378K +$291K +9,776 +248%
Bank of America
42
Bank of America
North Carolina
$316K +$162K +5,429 +90%
ZIM
43
Zacks Investment Management
Illinois
$302K +$327K +10,979 New
Los Angeles Capital Management
44
Los Angeles Capital Management
California
$282K
MAM
45
Martingale Asset Management
Massachusetts
$246K -$340K -11,439 -56%
CS
46
Credit Suisse
Switzerland
$237K +$255K +8,568 +15,300%
Mariner
47
Mariner
Kansas
$232K +$26.5K +891 +12%
UBS AM
48
UBS AM
Illinois
$231K +$250K +8,400 New
HSBC Holdings
49
HSBC Holdings
United Kingdom
$222K
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$211K -$208 -7 -0.1%

SPFI Hedge Fund Activity: Q4 2022 in Review

86 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in South Plains Financial (SPFI) for Q4 2022, worth a combined $121M — up 0.45% from $120M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SPFI positions and 7 closed out — a net gain of 11 holders — while 25 added to existing stakes and 24 trimmed.

The largest buyer was BlackRock, adding an estimated $2.57M. The largest seller was Endeavour Capital Advisors, cutting an estimated $3.44M.

  • 86 institutional investors held South Plains Financial (SPFI) as of Q4 2022, up from 75 in Q3 2022.
  • Funds reported $121M of South Plains Financial stock for Q4 2022, up 0.45% quarter-over-quarter.
  • 18 funds opened new South Plains Financial positions in Q4 2022 and 7 closed out, a net change of +11 holders.
  • The largest South Plains Financial buyer in Q4 2022 was BlackRock, an estimated $2.57M added.
  • The largest South Plains Financial seller in Q4 2022 was Endeavour Capital Advisors, an estimated $3.44M sold.

Based on aggregated 13F filings for Q4 2022.