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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$2.97M |
| 2 |
BCM
Basswood Capital Management
New York
|
+$1.68M |
| 3 |
BlackRock
New York
|
+$1.45M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$845K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$532K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.85M |
| 2 |
Millennium Management
New York
|
-$691K |
| 3 |
MSL
Mackay Shields LLC
New York
|
-$302K |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$217K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$177K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Lazard Asset Management
New York
| $26K | +$3.5K | +168 | +17% |
|
|
TRCT
52
Tower Research Capital (TRC)
New York
| $22K | -$58.3K | -2,794 | -74% |
|
|
DA
53
Denali Advisors
San Diego,
California
| $22K | +$20K | +960 | New |
|
54
Legal & General Group
London,
United Kingdom
| $21K | – | – | – |
|
|
55
Fidelity Investments
Boston,
Massachusetts
| $20K | -$2.85M | -136,517 | -99% |
|
|
AIP
56
Ameritas Investment Partners
Lincoln,
Nebraska
| $20K | – | – | – |
|
57
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
| $20K | – | – | – |
|
58
Citigroup
New York
| $16K | -$26.8K | -1,286 | -65% |
|
59
Federated Hermes
Pittsburgh,
Pennsylvania
| $8K | +$4.46K | +214 | +153% |
|
60
Bank of Montreal
Toronto,
Ontario, Canada
| $7K | -$27.9K | -1,340 | -81% |
|
|
AIG
61
American International Group
New York
| $140 | +$355 | +17 | +0.3% |
|
|
62
Osaic Holdings
Scottsdale,
Arizona
| – | -$177K | -8,491 | -100% |
|
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.