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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
77
Holders Change
-2
Holders Change %
-2.53%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
23
Reduced
27
Closed
9
Calls
$3K
Puts
$8K
Net Calls
-$5K
Net Calls Change
-$7K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$1.99M
2
State Street
State Street
Massachusetts
+$599K
3
QCM
Quantinno Capital Management
New York
+$516K
4
Millennium Management
Millennium Management
New York
+$513K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$513K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.24M
2
Ameriprise
Ameriprise
Minnesota
-$1.19M
3
BlackRock
BlackRock
New York
-$862K
4
Mariner
Mariner
Kansas
-$340K
5
Jane Street
Jane Street
New York
-$307K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$32.3M -$862K -32,149 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$14.5M +$327K +12,196 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$8.93M +$513K +19,124 +6%
MI
4
M3F Inc
Utah
$7.85M -$45.9K -1,712 -0.6%
State Street
5
State Street
Massachusetts
$7.06M +$599K +22,343 +9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$6.83M +$102K +3,817 +2%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$5.59M +$203K +7,562 +4%
BCM
8
Bridgeway Capital Management
Texas
$5.21M +$192K +7,175 +4%
PCM
9
Polaris Capital Management
Massachusetts
$4.46M – – –
American Century Companies
10
American Century Companies
Missouri
$4.08M +$436K +16,252 +12%
KTA
11
Keeley-Teton Advisors
Illinois
$3.57M -$91.9K -3,430 -3%
JP Morgan Chase
12
JP Morgan Chase
New York
$3.11M +$1.99M +74,315 +177%
Northern Trust
13
Northern Trust
Illinois
$2.88M -$76.1K -2,840 -3%
VWM
14
Venturi Wealth Management
Texas
$2.59M -$96.1K -3,586 -4%
EF
15
Empowered Funds
Pennsylvania
$2.55M +$192K +7,175 +8%
RHCA
16
Rosenthal Henry Capital Advisors
Indiana
$2.21M -$45.6K -1,700 -2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.57M -$98.3K -3,666 -6%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$1.45M +$46.3K +1,727 +3%
Barclays
19
Barclays
United Kingdom
$1.25M -$219K -8,154 -15%
First Trust Advisors
20
First Trust Advisors
Illinois
$1.11M +$11.7K +438 +1%
Citigroup
21
Citigroup
New York
$1.02M +$317K +11,830 +45%
Invesco
22
Invesco
Georgia
$996K +$253K +9,427 +34%
PAM
23
Panagora Asset Management
Massachusetts
$946K -$26.3K -983 -3%
Morgan Stanley
24
Morgan Stanley
New York
$917K -$1.24M -46,436 -58%
MAM
25
Martingale Asset Management
Massachusetts
$892K – – –
1
2 3 4

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.