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South Plains Financial

65 hedge funds and large institutions have $114M invested in South Plains Financial in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

50% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 16

17% more capital invested

Capital invested by funds: $98M → $114M (+$16.3M)

8% more funds holding

Funds holding: 6065 (+5)

0.7% more ownership

Funds ownership: 22.42%23.12% (+0.7%)

Holders
65
Holders Change
+5
Holders Change %
+8.33%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
24
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$26M +$4.37M +168,151 +22%
Vanguard Group
2
Vanguard Group
Pennsylvania
$13.9M +$70.2K +2,699 +0.5%
ECA
3
Endeavour Capital Advisors
Connecticut
$7.05M
MI
4
M3F Inc
Utah
$7.02M -$293K -11,277 -4%
BFC
5
Banc Funds Company
Illinois
$5.84M
State Street
6
State Street
Massachusetts
$5.16M -$19K -729 -0.4%
KTA
7
Keeley-Teton Advisors
Illinois
$5.16M -$58.2K -2,238 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$5.12M +$557K +21,430 +13%
PCM
9
Polaris Capital Management
Massachusetts
$4.93M -$362K -13,900 -7%
State of Wisconsin Investment Board
10
State of Wisconsin Investment Board
Wisconsin
$2.82M
VWM
11
Venturi Wealth Management
Texas
$2.8M -$2.15M -82,582 -45%
Northern Trust
12
Northern Trust
Illinois
$2.68M -$63.7K -2,449 -2%
BCM
13
Bridgeway Capital Management
Texas
$2.36M
Barclays
14
Barclays
United Kingdom
$1.84M +$268K +10,314 +19%
Renaissance Technologies
15
Renaissance Technologies
New York
$1.73M +$541K +20,800 +50%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.59M +$247K +9,476 +20%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$1.46M +$388K +14,928 +40%
PAM
18
Panagora Asset Management
Massachusetts
$1.45M -$494 -19 -0%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$1.34M +$577K +22,164 +85%
N
20
Nuveen
North Carolina
$993K -$84.7K -3,255 -8%
ECG
21
Edge Capital Group
Georgia
$966K
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$893K -$18.4K -706 -2%
Charles Schwab
23
Charles Schwab
California
$814K
MAM
24
Martingale Asset Management
Massachusetts
$778K +$122K +4,700 +20%
Goldman Sachs
25
Goldman Sachs
New York
$693K +$427K +16,418 +193%

SPFI Hedge Fund Activity: Q4 2021 in Review

65 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in South Plains Financial (SPFI) for Q4 2021, worth a combined $114M — up 17% from $98M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SPFI positions and 3 closed out — a net gain of 5 holders — while 24 added to existing stakes and 16 trimmed.

The largest buyer was BlackRock, adding an estimated $4.37M. The largest seller was Kennedy Capital Management, exiting entirely with an estimated $3.64M sold.

  • 65 institutional investors held South Plains Financial (SPFI) as of Q4 2021, up from 60 in Q3 2021.
  • Funds reported $114M of South Plains Financial stock for Q4 2021, up 17% quarter-over-quarter.
  • 8 funds opened new South Plains Financial positions in Q4 2021 and 3 closed out, a net change of +5 holders.
  • The largest South Plains Financial buyer in Q4 2021 was BlackRock, an estimated $4.37M added.
  • The largest South Plains Financial seller in Q4 2021 was Kennedy Capital Management, an estimated $3.64M sold.

Based on aggregated 13F filings for Q4 2021.