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South Plains Financial
SPFI

79 hedge funds and large institutions have $149M invested in South Plains Financial in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

14% more capital invested

Capital invested by funds: $130M → $149M (+$18.8M)

2.1% more ownership

Funds ownership: 29.13% → 31.23% (+2.1%)

0% more funds holding

Funds holding: 79 → 79 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
79
Holders Change
–
Holders Change %
0%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
28
Reduced
21
Closed
6
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RHCA
Rosenthal Henry Capital Advisors
Indiana
+$2.3M
2
Morgan Stanley
Morgan Stanley
New York
+$1.54M
3
American Century Companies
American Century Companies
Missouri
+$1.03M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.02M
5
BlackRock
BlackRock
New York
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
MI
M3F Inc
Utah
-$1.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$888K
3
B
Bailard
California
-$548K
4
ETC
Exchange Traded Concepts
Oklahoma
-$380K
5
PCM
Polaris Capital Management
Massachusetts
-$332K
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
51
Two Sigma Investments
New York
$243K -$194K -7,135 -46%
UBS AM
52
UBS AM
Illinois
$243K – – –
Teacher Retirement System of Texas
53
Teacher Retirement System of Texas
Texas
$241K -$55.8K -2,050 -20%
AllianceBernstein
54
AllianceBernstein
Tennessee
$222K +$208K +7,660 New
Millennium Management
55
Millennium Management
New York
$204K +$192K +7,041 New
LSV Asset Management
56
LSV Asset Management
Illinois
$203K – – –
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$202K +$190K +6,991 New
SG Americas Securities
58
SG Americas Securities
New York
$192K +$33.5K +1,230 +23%
MIM
59
MetLife Investment Management
New Jersey
$177K – – –
AIG
60
American International Group
New York
$169K -$4.98K -183 -3%
Deutsche Bank
61
Deutsche Bank
Germany
$154K – – –
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$127K – – –
Ohio Public Employees Retirement System (OPERS)
63
Ohio Public Employees Retirement System (OPERS)
Ohio
$123K – – –
Zurich Cantonal Bank
64
Zurich Cantonal Bank
Switzerland
$119K – – –
Wells Fargo
65
Wells Fargo
California
$105K +$17.2K +631 +21%
Lazard Asset Management
66
Lazard Asset Management
New York
$61K – – –
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
$44.7K +$41.9K +1,542 New
AIP
68
Ameritas Investment Partners
Nebraska
$34.9K – – –
AB
69
Amalgamated Bank
New York
$31K -$2.96K -109 -9%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$30.5K +$1.93K +71 +7%
CCM
71
Copeland Capital Management
Pennsylvania
$28.8K -$6.2K -228 -19%
MLICM
72
Metropolitan Life Insurance Company (MetLife)
New York
$19.3K – – –
TRCT
73
Tower Research Capital (TRC)
New York
$18.3K -$17.1K -628 -50%
Canada Life
74
Canada Life
Manitoba, Canada
$16K – – –
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
1 2
3
4

SPFI Hedge Fund Activity: Q4 2023 in Review

79 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in South Plains Financial (SPFI) for Q4 2023, worth a combined $149M — up 14% from $130M a quarter earlier.

Fund positioning in SPFI was balanced in Q4 2023: 6 funds opened new positions, 6 closed out, 28 added to existing stakes and 21 trimmed.

The largest buyer was Rosenthal Henry Capital Advisors, opening a new position worth an estimated $2.3M. The largest seller was M3F Inc, cutting an estimated $1.5M.

  • 79 institutional investors held South Plains Financial (SPFI) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $149M of South Plains Financial stock for Q4 2023, up 14% quarter-over-quarter.
  • 6 funds opened new South Plains Financial positions in Q4 2023 and 6 closed out, a net change of 0 holders.
  • The largest South Plains Financial buyer in Q4 2023 was Rosenthal Henry Capital Advisors, an estimated $2.3M added.
  • The largest South Plains Financial seller in Q4 2023 was M3F Inc, an estimated $1.5M sold.

Based on aggregated 13F filings for Q4 2023.