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South Plains Financial
SPFI

76 hedge funds and large institutions have $109M invested in South Plains Financial in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 18

12% more capital invested

Capital invested by funds: $97.3M → $109M (+$12.1M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1.83% more ownership

Funds ownership: 26.67% → 28.5% (+1.8%)

1% more funds holding

Funds holding: 75 → 76 (+1)

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
33
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$2.43M
2
EF
Empowered Funds
Pennsylvania
+$1.6M
3
MI
M3F Inc
Utah
+$1.49M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$571K
5
State Street
State Street
Massachusetts
+$562K

Top Sellers

Rank Fund Capital Flow
1
VWM
Venturi Wealth Management
Texas
-$2.15M
2
PAM
Panagora Asset Management
Massachusetts
-$1.07M
3
Citadel Advisors
Citadel Advisors
Florida
-$606K
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$389K
5
AQR Capital Management
AQR Capital Management
Connecticut
-$373K
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$580K -$145K -6,684 -21%
PAM
27
Panagora Asset Management
Massachusetts
$561K -$1.07M -49,412 -66%
ECA
28
Endeavour Capital Advisors
Connecticut
$546K – – –
WHG
29
Westwood Holdings Group
Texas
$483K – – –
Goldman Sachs
30
Goldman Sachs
New York
$478K +$257K +11,845 +126%
B
31
Bailard
California
$467K +$167K +7,700 +59%
SO
32
STRS Ohio
Ohio
$463K +$34.7K +1,600 +8%
Invesco
33
Invesco
Georgia
$451K -$52.5K -2,422 -11%
MAM
34
Martingale Asset Management
Massachusetts
$447K – – –
Truist Financial
35
Truist Financial
North Carolina
$411K +$47.4K +2,184 +14%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$387K +$26.8K +1,238 +8%
PP
37
Prospector Partners
Connecticut
$380K +$366K +16,890 New
Bank of America
38
Bank of America
North Carolina
$366K +$95.9K +4,422 +37%
ETC
39
Exchange Traded Concepts
Oklahoma
$353K -$17.3K -796 -5%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$350K +$45.8K +2,113 +16%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$343K +$41.9K +1,932 +15%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$298K +$264K +12,189 New
CS
43
Credit Suisse
Switzerland
$280K +$56.7K +2,614 +27%
AWM
44
Arista Wealth Management
Nevada
$274K +$264K +12,172 New
Citigroup
45
Citigroup
New York
$239K +$171K +7,907 +293%
Teacher Retirement System of Texas
46
Teacher Retirement System of Texas
Texas
$235K +$226K +10,427 New
CA
47
Continuum Advisory
Idaho
$227K – – –
QC
48
Quadrature Capital
United Kingdom
$217K -$361K -16,639 -63%
Renaissance Technologies
49
Renaissance Technologies
New York
$214K +$206K +9,500 New
Millennium Management
50
Millennium Management
New York
$201K +$193K +8,908 New
1
2
3 4

SPFI Hedge Fund Activity: Q2 2023 in Review

76 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in South Plains Financial (SPFI) for Q2 2023, worth a combined $109M — up 12% from $97.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SPFI positions and 10 closed out — a net gain of 1 holder — while 33 added to existing stakes and 18 trimmed.

The largest buyer was BlackRock, adding an estimated $2.43M. The largest seller was Venturi Wealth Management, exiting entirely with an estimated $2.15M sold.

  • 76 institutional investors held South Plains Financial (SPFI) as of Q2 2023, up from 75 in Q1 2023.
  • Funds reported $109M of South Plains Financial stock for Q2 2023, up 12% quarter-over-quarter.
  • 11 funds opened new South Plains Financial positions in Q2 2023 and 10 closed out, a net change of +1 holder.
  • The largest South Plains Financial buyer in Q2 2023 was BlackRock, an estimated $2.43M added.
  • The largest South Plains Financial seller in Q2 2023 was Venturi Wealth Management, an estimated $2.15M sold.

Based on aggregated 13F filings for Q2 2023.