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South Plains Financial

75 hedge funds and large institutions have $97.3M invested in South Plains Financial in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 22

0.11% less ownership

Funds ownership: 26.78%26.67% (-0.11%)

13% less funds holding

Funds holding: 8675 (-11)

19% less capital invested

Capital invested by funds: $121M → $97.3M (-$23.3M)

61% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 18

Holders
75
Holders Change
-11
Holders Change %
-12.79%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
31
Reduced
22
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$24.5M -$829K -31,794 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$11.5M -$166K -6,383 -1%
MI
3
M3F Inc
Utah
$6.26M +$1.36M +52,303 +22%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$4.58M +$168K +6,437 +3%
State Street
5
State Street
Massachusetts
$4.52M +$88.8K +3,408 +2%
Acadian Asset Management
6
Acadian Asset Management
Massachusetts
$4.5M +$593K +22,757 +12%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$4.4M +$926K +35,527 +21%
BCM
8
Bridgeway Capital Management
Texas
$3.66M -$102K -3,895 -2%
PCM
9
Polaris Capital Management
Massachusetts
$3.61M +$143K +5,500 +3%
KTA
10
Keeley-Teton Advisors
Illinois
$3.35M -$130K -4,990 -3%
VWM
11
Venturi Wealth Management
Texas
$2.15M
Northern Trust
12
Northern Trust
Illinois
$1.84M -$56.2K -2,156 -2%
PAM
13
Panagora Asset Management
Massachusetts
$1.59M +$292K +11,183 +18%
American Century Companies
14
American Century Companies
Missouri
$1.52M +$525K +20,148 +39%
Barclays
15
Barclays
United Kingdom
$1.31M +$59.4K +2,280 +4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.23M -$11.4K -436 -0.8%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$1.02M +$56.3K +2,160 +5%
Ameriprise
18
Ameriprise
Minnesota
$925K +$93.8K +3,597 +9%
GC
19
Globeflex Capital
California
$815K
JP Morgan Chase
20
JP Morgan Chase
New York
$794K -$33.1K -1,269 -3%
N
21
Nuveen
North Carolina
$756K -$65.6K -2,517 -7%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$749K -$36.5K -1,400 -4%
Morgan Stanley
23
Morgan Stanley
New York
$726K +$62.9K +2,412 +8%
Two Sigma Investments
24
Two Sigma Investments
New York
$695K +$16.1K +617 +2%
Charles Schwab
25
Charles Schwab
California
$606K +$23.9K +916 +3%

SPFI Hedge Fund Activity: Q1 2023 in Review

75 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in South Plains Financial (SPFI) for Q1 2023, worth a combined $97.3M — down 19% from $121M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of SPFI and 7 opened new positions — a net loss of 11 holders — while 22 trimmed existing stakes and 31 added.

The largest buyer was M3F Inc, adding an estimated $1.36M. The largest seller was EAM Investors, exiting entirely with an estimated $1.17M sold.

  • 75 institutional investors held South Plains Financial (SPFI) as of Q1 2023, down from 86 in Q4 2022.
  • Funds reported $97.3M of South Plains Financial stock for Q1 2023, down 19% quarter-over-quarter.
  • 7 funds opened new South Plains Financial positions in Q1 2023 and 18 closed out, a net change of -11 holders.
  • The largest South Plains Financial buyer in Q1 2023 was M3F Inc, an estimated $1.36M added.
  • The largest South Plains Financial seller in Q1 2023 was EAM Investors, an estimated $1.17M sold.

Based on aggregated 13F filings for Q1 2023.