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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$2.43M |
| 2 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$1.6M |
| 3 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$1.49M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$571K |
| 5 |
State Street
Boston,
Massachusetts
|
+$562K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VWM
Venturi Wealth Management
Austin,
Texas
|
-$2.15M |
| 2 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$1.07M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$606K |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$389K |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$373K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWS
76
Glassman Wealth Services
Vienna,
Virginia
| $203 | +$195 | +9 | New |
|
|
VWM
77
Venturi Wealth Management
Austin,
Texas
| – | -$2.15M | -100,527 | Closed |
|
|
78
Citadel Advisors
Miami,
Florida
| – | -$606K | -28,282 | Closed |
|
|
79
AQR Capital Management
Greenwich,
Connecticut
| – | -$373K | -17,421 | Closed |
|
80
D.E. Shaw & Co
New York
| – | -$332K | -15,506 | Closed |
|
|
BCM
81
BHZ Capital Management
San Jose,
California
| – | -$243K | -11,327 | Closed |
|
|
HIM
82
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$89.9K | -4,200 | Closed |
|
83
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
| – | -$79.2K | -3,700 | Closed |
|
84
Lazard Asset Management
New York
| – | -$54K | -2,563 | Closed |
|
|
ACM
85
Aquatic Capital Management
Chicago,
Illinois
| – | -$24K | -1,100 | Closed |
|
|
DWA
86
Dorsey Wright & Associates
Pasadena,
California
| – | -$14.1K | -660 | Closed |
|
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.