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Savers
SVV

98 hedge funds and large institutions have $3.08B invested in Savers in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 17

3% more funds holding

Funds holding: 95 → 98 (+3)

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

10.33% less ownership

Funds ownership: 113.13% → 102.8% (-10%)

19% less capital invested

Capital invested by funds: $3.8B → $3.08B (-$720M)

Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
49
Increased
22
Reduced
17
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$48.2M
2
BlackRock
BlackRock
New York
+$29.2M
3
American Century Companies
American Century Companies
Missouri
+$24.5M
4
JP Morgan Chase
JP Morgan Chase
New York
+$15.2M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$14.7M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$17.2M
2
Millennium Management
Millennium Management
New York
-$8.1M
3
ACH
ArrowMark Colorado Holdings
Colorado
-$7.7M
4
HRCM
Hood River Capital Management
Florida
-$7.11M
5
Norges Bank
Norges Bank
Norway
-$5.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
SOW
76
State of Wyoming
Wyoming
$112K +$139K +6,003 New
Wells Fargo
77
Wells Fargo
California
$108K +$133K +5,772 New
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$107K +$132K +5,720 New
Citigroup
79
Citigroup
New York
$91.9K +$114K +4,920 New
Barclays
80
Barclays
United Kingdom
$90K -$120K -5,179 -52%
AB
81
Amalgamated Bank
New York
$60K +$74.3K +3,218 New
TRCT
82
Tower Research Capital (TRC)
New York
$56.2K +$68.3K +2,957 +5,798%
AIP
83
Ameritas Investment Partners
Nebraska
$48.5K +$60K +2,598 New
MLICM
84
Metropolitan Life Insurance Company (MetLife)
New York
$28.9K +$35.7K +1,547 New
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$23K +$28.5K +1,233 New
National Bank of Canada
86
National Bank of Canada
Quebec, Canada
$8.71K +$11.5K +500 New
HI
87
Harbour Investments
Wisconsin
$8.4K – – –
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$6.53K +$8.08K +350 New
Comerica Bank
89
Comerica Bank
Texas
$5.51K +$6.81K +295 New
Osaic Holdings
90
Osaic Holdings
Arizona
$4.2K +$5.2K +225 New
MPWT
91
MassMutual Private Wealth & Trust
Connecticut
$3.79K +$4.69K +203 New
HH
92
HWG Holdings
Texas
$2.67K – – –
GWS
93
Glassman Wealth Services
Virginia
$1.98K +$2.45K +106 New
Fidelity Investments
94
Fidelity Investments
Massachusetts
$1.79K +$2.22K +96 New
VNA
95
Valley National Advisers
Pennsylvania
$1K +$693 +30 New
QCG
96
Quadrant Capital Group
Ohio
$654 +$808 +35 New
BF
97
BOK Financial
Oklahoma
$150 +$231 +10 New
TCM
98
Tradewinds Capital Management
Washington
$38 -$231 -10 -83%
ACH
99
ArrowMark Colorado Holdings
Colorado
– -$7.7M -325,000 Closed
HRCM
100
Hood River Capital Management
Florida
– -$7.11M -299,893 Closed
2 3
4
5 6

SVV Hedge Fund Activity: Q3 2023 in Review

98 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Savers (SVV) for Q3 2023, worth a combined $3.08B — down 19% from $3.8B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SVV positions and 45 closed out — a net gain of 4 holders — while 22 added to existing stakes and 17 trimmed.

The largest buyer was Vanguard Group, adding an estimated $48.2M. The largest seller was Citadel Advisors, cutting an estimated $17.2M.

  • 98 institutional investors held Savers (SVV) as of Q3 2023, up from 95 in Q2 2023.
  • Funds reported $3.08B of Savers stock for Q3 2023, down 19% quarter-over-quarter.
  • 49 funds opened new Savers positions in Q3 2023 and 45 closed out, a net change of +4 holders.
  • The largest Savers buyer in Q3 2023 was Vanguard Group, an estimated $48.2M added.
  • The largest Savers seller in Q3 2023 was Citadel Advisors, an estimated $17.2M sold.

Based on aggregated 13F filings for Q3 2023.