We are live on ! Find out more

108 hedge funds and large institutions have $2.13B invested in Savers in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

6% more funds holding

Funds holding: 102108 (+6)

3% more call options, than puts

Call options by funds: $33K | Put options by funds: $32K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.97% less ownership

Funds ownership: 109.5%107.53% (-2%)

10% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 39

37% less capital invested

Capital invested by funds: $3.41B → $2.13B (-$1.28B)

Holders
108
Holders Change
+6
Holders Change %
+5.88%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
35
Reduced
39
Closed
18
Calls
$33K
Puts
$32K
Net Calls
+$1K
Net Calls Change
-$498K
Name Holding Trade Value Shares
Change
Change in
Stake
QL
101
Quarry LP
New York
$820 +$1K +67 New
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$759 -$881 -59 -49%
CIBC Private Wealth Group
103
CIBC Private Wealth Group
Georgia
$703 +$821 +55 New
PCFFS
104
Pacific Center for Financial Services
California
$184 +$224 +15 New
Osaic Holdings
105
Osaic Holdings
Arizona
$147 -$1.31K -88 -88%
FFA
106
Farther Finance Advisors
California
$121 -$254 -17 -63%
TCM
107
Tradewinds Capital Management
Washington
$62
American Century Companies
108
American Century Companies
Missouri
-$51.5M -2,670,013 Closed
State of Wisconsin Investment Board
109
State of Wisconsin Investment Board
Wisconsin
-$3.17M -164,341 Closed
KWM
110
Keebeck Wealth Management
Illinois
-$1.1M -57,148 Closed
MS
111
Maven Securities
Jersey
-$641K -33,250 Closed
GCP
112
GSA Capital Partners
United Kingdom
-$456K -23,677 Closed
B
113
Bailard
California
-$322K -16,700 Closed
OAM
114
Oppenheimer Asset Management
New York
-$267K -13,872 Closed
AIG
115
American International Group
New York
-$246K -12,776 Closed
ZCI
116
Zevenbergen Capital Investments
Washington
-$214K -11,100 Closed
LPL Financial
117
LPL Financial
California
-$195K -10,097 Closed
MYIA
118
Mount Yale Investment Advisors
Colorado
-$193K -10,026 Closed
SIM
119
Sandia Investment Management
Massachusetts
-$96.4K -5,000 Closed
PMAM
120
Picton Mahoney Asset Management
Ontario, Canada
-$54K -2,810 Closed
PA
121
Parallel Advisors
California
-$40.5K -2,100 Closed
MLICM
122
Metropolitan Life Insurance Company (MetLife)
New York
-$29.8K -1,547 Closed
RIL
123
Rothschild Investment LLC
Illinois
-$96 -5 Closed
AWM
124
Avior Wealth Management
Nebraska
-$77 -4 Closed

SVV Hedge Fund Activity: Q2 2024 in Review

108 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Savers (SVV) for Q2 2024, worth a combined $2.13B — down 37% from $3.41B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SVV positions and 18 closed out — a net gain of 6 holders — while 35 added to existing stakes and 39 trimmed.

The largest buyer was Makaira Partners, opening a new position worth an estimated $33.4M. The largest seller was American Century Companies, exiting entirely with an estimated $51.5M sold.

  • 108 institutional investors held Savers (SVV) as of Q2 2024, up from 102 in Q1 2024.
  • Funds reported $2.13B of Savers stock for Q2 2024, down 37% quarter-over-quarter.
  • 24 funds opened new Savers positions in Q2 2024 and 18 closed out, a net change of +6 holders.
  • The largest Savers buyer in Q2 2024 was Makaira Partners, an estimated $33.4M added.
  • The largest Savers seller in Q2 2024 was American Century Companies, an estimated $51.5M sold.

Based on aggregated 13F filings for Q2 2024.