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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RHCA
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
|
+$2.3M |
| 2 |
Morgan Stanley
New York
|
+$1.54M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$1.03M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.02M |
| 5 |
BlackRock
New York
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$1.5M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$888K |
| 3 |
B
Bailard
Foster City,
California
|
-$548K |
| 4 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
-$380K |
| 5 |
PCM
Polaris Capital Management
Boston,
Massachusetts
|
-$332K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHA
76
First Horizon Advisors
Memphis,
Tennessee
| $801 | – | – | – |
|
77
Nisa Investment Advisors
St. Louis,
Missouri
| $637 | – | – | – |
|
|
GWS
78
Glassman Wealth Services
Vienna,
Virginia
| $261 | – | – | – |
|
79
Osaic Holdings
Scottsdale,
Arizona
| $222 | +$109 | +4 | +100% |
|
|
B
80
Bailard
Foster City,
California
| – | -$548K | -20,727 | Closed |
|
|
ETC
81
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| – | -$380K | -14,357 | Closed |
|
|
DA
82
Denali Advisors
San Diego,
California
| – | -$143K | -5,400 | Closed |
|
83
Allspring Global Investments
Charlotte,
North Carolina
| – | -$13.4K | -506 | Closed |
|
|
GCM
84
Gladius Capital Management
Chicago,
Illinois
| – | -$4.65K | -176 | Closed |
|
85
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$2.17K | -82 | Closed |
|
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.