South Plains Financial
SPFI
77 hedge funds and large institutions have $140M invested in South Plains Financial in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 9 closing their positions.
0.44% more ownership
Funds ownership: 31.23% → 31.66% (+0.44%)
3% less funds holding
Funds holding: 79 → 77 (-2)
6% less capital invested
Capital invested by funds: $149M → $140M (-$9.39M)
15% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 27
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
63% less call options, than puts
Call options by funds: $3K | Put options by funds: $8K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.99M |
| 2 |
State Street
Boston,
Massachusetts
|
+$599K |
| 3 |
QCM
Quantinno Capital Management
New York
|
+$516K |
| 4 |
Millennium Management
New York
|
+$513K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$513K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.24M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.19M |
| 3 |
BlackRock
New York
|
-$862K |
| 4 |
Mariner
Overland Park,
Kansas
|
-$340K |
| 5 |
Jane Street
New York
|
-$307K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MPWT
76
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $268 | +$268 | +10 | New |
|
|
AWM
77
Avior Wealth Management
Omaha,
Nebraska
| $53 | +$54 | +2 | New |
|
|
78
Mariner
Overland Park,
Kansas
| – | -$340K | -11,757 | Closed |
|
|
79
Jane Street
New York
| – | -$307K | -10,587 | Closed |
|
|
GI
80
Gradient Investments
Arden Hills,
Minnesota
| – | -$251K | -8,672 | Closed |
|
81
Teacher Retirement System of Texas
Austin,
Texas
| – | -$241K | -8,331 | Closed |
|
82
AllianceBernstein
Nashville,
Tennessee
| – | -$222K | -7,660 | Closed |
|
83
Lazard Asset Management
New York
| – | -$61K | -2,137 | Closed |
|
|
CCM
84
Copeland Capital Management
Conshohocken,
Pennsylvania
| – | -$28.8K | -995 | Closed |
|
|
GWS
85
Glassman Wealth Services
Vienna,
Virginia
| – | -$261 | -9 | Closed |
|
86
Osaic Holdings
Scottsdale,
Arizona
| – | -$222 | -8 | Closed |
|
SPFI Hedge Fund Activity: Q1 2024 in Review
77 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in South Plains Financial (SPFI) for Q1 2024, worth a combined $140M — down 6.3% from $149M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of SPFI and 7 opened new positions — a net loss of 2 holders — while 27 trimmed existing stakes and 23 added.
The largest buyer was JP Morgan Chase, adding an estimated $1.99M. The largest seller was Morgan Stanley, cutting an estimated $1.24M.
- 77 institutional investors held South Plains Financial (SPFI) as of Q1 2024, down from 79 in Q4 2023.
- Funds reported $140M of South Plains Financial stock for Q1 2024, down 6.3% quarter-over-quarter.
- 7 funds opened new South Plains Financial positions in Q1 2024 and 9 closed out, a net change of -2 holders.
- The largest South Plains Financial buyer in Q1 2024 was JP Morgan Chase, an estimated $1.99M added.
- The largest South Plains Financial seller in Q1 2024 was Morgan Stanley, an estimated $1.24M sold.
Based on aggregated 13F filings for Q1 2024.