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South Plains Financial

103 hedge funds and large institutions have $206M invested in South Plains Financial in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,367% more call options, than puts

Call options by funds: $44K | Put options by funds: $3K

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

39% more capital invested

Capital invested by funds: $148M → $206M (+$57.4M)

20% more funds holding

Funds holding: 86103 (+17)

3.54% more ownership

Funds ownership: 33.47%37.02% (+3.5%)

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

Holders
103
Holders Change
+17
Holders Change %
+19.77%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
34
Reduced
31
Closed
5
Calls
$44K
Puts
$3K
Net Calls
+$41K
Net Calls Change
+$36K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$44.1M +$1.61M +50,554 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$22.8M +$2.88M +90,156 +15%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$13.7M +$1.29M +40,292 +11%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$9.37M +$1.19M +37,345 +16%
State Street
5
State Street
Massachusetts
$9.32M +$392K +12,271 +5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$9.25M +$201K +6,292 +2%
American Century Companies
7
American Century Companies
Missouri
$7.23M +$1.22M +38,236 +22%
BCM
8
Bridgeway Capital Management
Texas
$6.52M -$159K -4,977 -3%
JP Morgan Chase
9
JP Morgan Chase
New York
$5.96M +$3.74M +117,207 +200%
KTA
10
Keeley-Teton Advisors
Illinois
$5.58M -$190K -5,955 -3%
PCM
11
Polaris Capital Management
Massachusetts
$5.33M -$303K -9,500 -6%
DRZID
12
DePrince Race & Zollo Inc (DRZ)
Florida
$3.5M +$3.3M +103,284 New
Northern Trust
13
Northern Trust
Illinois
$3.49M -$134K -4,188 -4%
EF
14
Empowered Funds
Pennsylvania
$3.13M -$159K -4,977 -5%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$3.07M +$2.89M +90,511 New
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$2.88M +$2.71M +84,960 New
RHCA
17
Rosenthal Henry Capital Advisors
Indiana
$2.86M +$55.9K +1,750 +2%
VWM
18
Venturi Wealth Management
Texas
$2.66M -$186K -5,818 -7%
Citigroup
19
Citigroup
New York
$2.12M +$338K +10,582 +20%
Millennium Management
20
Millennium Management
New York
$2.11M +$817K +25,598 +70%
Morgan Stanley
21
Morgan Stanley
New York
$1.99M +$831K +26,044 +80%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.83M -$299K -9,371 -15%
Barclays
23
Barclays
United Kingdom
$1.81M +$389K +12,200 +30%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$1.62M +$663K +20,756 +77%
N
25
Nuveen
North Carolina
$1.47M +$686K +21,500 +99%

SPFI Hedge Fund Activity: Q3 2024 in Review

103 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in South Plains Financial (SPFI) for Q3 2024, worth a combined $206M — up 39% from $148M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SPFI positions and 5 closed out — a net gain of 17 holders — while 34 added to existing stakes and 31 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $3.74M. The largest seller was M3F Inc, cutting an estimated $7.73M.

  • 103 institutional investors held South Plains Financial (SPFI) as of Q3 2024, up from 86 in Q2 2024.
  • Funds reported $206M of South Plains Financial stock for Q3 2024, up 39% quarter-over-quarter.
  • 22 funds opened new South Plains Financial positions in Q3 2024 and 5 closed out, a net change of +17 holders.
  • The largest South Plains Financial buyer in Q3 2024 was JP Morgan Chase, an estimated $3.74M added.
  • The largest South Plains Financial seller in Q3 2024 was M3F Inc, an estimated $7.73M sold.

Based on aggregated 13F filings for Q3 2024.