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South Plains Financial

111 hedge funds and large institutions have $220M invested in South Plains Financial in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

11% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 35

8% more funds holding

Funds holding: 103111 (+8)

7% more capital invested

Capital invested by funds: $206M → $220M (+$13.9M)

1.56% more ownership

Funds ownership: 37.02%38.58% (+1.6%)

79% less call options, than puts

Call options by funds: $3K | Put options by funds: $14K

Holders
111
Holders Change
+8
Holders Change %
+7.77%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
39
Reduced
35
Closed
8
Calls
$3K
Puts
$14K
Net Calls
-$11K
Net Calls Change
-$52K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$46.2M +$1.11M +30,532 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$23M -$359K -9,885 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$14.8M +$778K +21,444 +5%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$9.99M +$405K +11,153 +4%
State Street
5
State Street
Massachusetts
$9.85M +$315K +8,685 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$9.41M -$70.7K -1,950 -0.7%
American Century Companies
7
American Century Companies
Missouri
$8.63M +$1.28M +35,207 +17%
JP Morgan Chase
8
JP Morgan Chase
New York
$8.6M +$2.6M +71,656 +41%
BCM
9
Bridgeway Capital Management
Texas
$6.55M -$129K -3,550 -2%
KTA
10
Keeley-Teton Advisors
Illinois
$5.49M -$235K -6,474 -4%
PCM
11
Polaris Capital Management
Massachusetts
$4.88M -$613K -16,900 -11%
Northern Trust
12
Northern Trust
Illinois
$3.85M +$283K +7,791 +8%
DRZID
13
DePrince Race & Zollo Inc (DRZ)
Florida
$3.48M -$110K -3,044 -3%
Millennium Management
14
Millennium Management
New York
$3.28M +$1.16M +31,983 +51%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$3.14M +$192K +5,300 +6%
EF
16
Empowered Funds
Pennsylvania
$3.09M -$129K -3,550 -4%
RHCA
17
Rosenthal Henry Capital Advisors
Indiana
$2.93M
Russell Investments Group
18
Russell Investments Group
United Kingdom
$2.7M -$469K -12,932 -14%
VWM
19
Venturi Wealth Management
Texas
$2.61M -$125K -3,453 -4%
N
20
Nuveen
North Carolina
$2.27M +$798K +22,010 +51%
Morgan Stanley
21
Morgan Stanley
New York
$2.02M -$22.6K -624 -1%
Citigroup
22
Citigroup
New York
$2.01M -$165K -4,543 -7%
Barclays
23
Barclays
United Kingdom
$1.96M +$115K +3,161 +6%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.83M -$55.5K -1,530 -3%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$1.81M +$160K +4,398 +9%

SPFI Hedge Fund Activity: Q4 2024 in Review

111 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in South Plains Financial (SPFI) for Q4 2024, worth a combined $220M — up 6.8% from $206M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SPFI positions and 8 closed out — a net gain of 8 holders — while 39 added to existing stakes and 35 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.6M. The largest seller was M3F Inc, exiting entirely with an estimated $1.34M sold.

  • 111 institutional investors held South Plains Financial (SPFI) as of Q4 2024, up from 103 in Q3 2024.
  • Funds reported $220M of South Plains Financial stock for Q4 2024, up 6.8% quarter-over-quarter.
  • 16 funds opened new South Plains Financial positions in Q4 2024 and 8 closed out, a net change of +8 holders.
  • The largest South Plains Financial buyer in Q4 2024 was JP Morgan Chase, an estimated $2.6M added.
  • The largest South Plains Financial seller in Q4 2024 was M3F Inc, an estimated $1.34M sold.

Based on aggregated 13F filings for Q4 2024.