We are live on ! Find out more
SPFI icon

South Plains Financial

76 hedge funds and large institutions have $109M invested in South Plains Financial in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 18

12% more capital invested

Capital invested by funds: $97.3M → $109M (+$12.1M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1.83% more ownership

Funds ownership: 26.67%28.5% (+1.8%)

1% more funds holding

Funds holding: 7576 (+1)

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
33
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$28.3M +$2.43M +111,833 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.5M +$367K +16,928 +3%
MI
3
M3F Inc
Utah
$8.13M +$1.49M +68,867 +24%
State Street
4
State Street
Massachusetts
$5.34M +$562K +25,902 +12%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$5.34M +$503K +23,195 +11%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$5.21M +$571K +26,321 +13%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$4.58M -$139K -6,398 -3%
PCM
8
Polaris Capital Management
Massachusetts
$4.03M +$226K +10,400 +6%
BCM
9
Bridgeway Capital Management
Texas
$3.9M +$55.1K +2,542 +1%
KTA
10
Keeley-Teton Advisors
Illinois
$3.36M -$154K -7,120 -5%
Northern Trust
11
Northern Trust
Illinois
$2.37M +$418K +19,298 +22%
American Century Companies
12
American Century Companies
Missouri
$1.76M +$137K +6,295 +9%
EST
13
EA Series Trust
Pennsylvania
$1.66M +$1.6M +73,647 New
EF
14
Empowered Funds
Pennsylvania
$1.66M +$1.6M +73,647 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.39M +$88.4K +4,078 +7%
Barclays
16
Barclays
United Kingdom
$1.37M -$4.64K -214 -0.3%
Ameriprise
17
Ameriprise
Minnesota
$1.33M +$344K +15,843 +37%
JP Morgan Chase
18
JP Morgan Chase
New York
$905K +$66.7K +3,075 +8%
Morgan Stanley
19
Morgan Stanley
New York
$872K +$105K +4,847 +14%
GC
20
Globeflex Capital
California
$810K -$45.1K -2,078 -5%
N
21
Nuveen
North Carolina
$795K
Two Sigma Advisers
22
Two Sigma Advisers
New York
$781K -$6.51K -300 -0.9%
Charles Schwab
23
Charles Schwab
California
$747K +$105K +4,843 +17%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$669K -$389K -17,954 -38%
Swiss National Bank
25
Swiss National Bank
Switzerland
$627K +$86.7K +4,000 +17%

SPFI Hedge Fund Activity: Q2 2023 in Review

76 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in South Plains Financial (SPFI) for Q2 2023, worth a combined $109M — up 12% from $97.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SPFI positions and 10 closed out — a net gain of 1 holder — while 33 added to existing stakes and 18 trimmed.

The largest buyer was BlackRock, adding an estimated $2.43M. The largest seller was Venturi Wealth Management, exiting entirely with an estimated $2.15M sold.

  • 76 institutional investors held South Plains Financial (SPFI) as of Q2 2023, up from 75 in Q1 2023.
  • Funds reported $109M of South Plains Financial stock for Q2 2023, up 12% quarter-over-quarter.
  • 11 funds opened new South Plains Financial positions in Q2 2023 and 10 closed out, a net change of +1 holder.
  • The largest South Plains Financial buyer in Q2 2023 was BlackRock, an estimated $2.43M added.
  • The largest South Plains Financial seller in Q2 2023 was Venturi Wealth Management, an estimated $2.15M sold.

Based on aggregated 13F filings for Q2 2023.