South Plains Financial
SPFI
79 hedge funds and large institutions have $130M invested in South Plains Financial in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
19% more capital invested
Capital invested by funds: $109M → $130M (+$20.8M)
4% more funds holding
Funds holding: 76 → 79 (+3)
0.63% more ownership
Funds ownership: 28.5% → 29.13% (+0.63%)
11% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VWM
Venturi Wealth Management
Austin,
Texas
|
+$2.6M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.17M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.16M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$996K |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$526K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$1.46M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$487K |
| 3 |
Barclays
London,
United Kingdom
|
-$461K |
| 4 |
Morgan Stanley
New York
|
-$384K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$298K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHA
76
First Horizon Advisors
Memphis,
Tennessee
| $728 | – | – | – |
|
77
Nisa Investment Advisors
St. Louis,
Missouri
| $582 | – | – | – |
|
|
GWS
78
Glassman Wealth Services
Vienna,
Virginia
| $238 | – | – | – |
|
79
Osaic Holdings
Scottsdale,
Arizona
| $106 | -$207 | -8 | -67% |
|
|
80
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$298K | -12,189 | Closed |
|
|
CA
81
Continuum Advisory
Eagle,
Idaho
| – | -$227K | -10,103 | Closed |
|
|
QC
82
Quadrature Capital
London,
United Kingdom
| – | -$217K | -9,605 | Closed |
|
83
Renaissance Technologies
New York
| – | -$214K | -9,500 | Closed |
|
84
Millennium Management
New York
| – | -$201K | -8,908 | Closed |
|
|
C
85
Covestor
London,
United Kingdom
| – | -$1.89K | -73 | Closed |
|
SPFI Hedge Fund Activity: Q3 2023 in Review
79 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in South Plains Financial (SPFI) for Q3 2023, worth a combined $130M — up 19% from $109M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SPFI positions and 6 closed out — a net gain of 4 holders — while 24 added to existing stakes and 27 trimmed.
The largest buyer was Venturi Wealth Management, opening a new position worth an estimated $2.6M. The largest seller was BlackRock, cutting an estimated $1.46M.
- 79 institutional investors held South Plains Financial (SPFI) as of Q3 2023, up from 76 in Q2 2023.
- Funds reported $130M of South Plains Financial stock for Q3 2023, up 19% quarter-over-quarter.
- 10 funds opened new South Plains Financial positions in Q3 2023 and 6 closed out, a net change of +4 holders.
- The largest South Plains Financial buyer in Q3 2023 was Venturi Wealth Management, an estimated $2.6M added.
- The largest South Plains Financial seller in Q3 2023 was BlackRock, an estimated $1.46M sold.
Based on aggregated 13F filings for Q3 2023.