SEB ranks #2819 out of 37503 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
SEB is a disclosed holding of Cliff Asness (AQR Capital Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.0% of that fund's own 13F portfolio.
SEB is a top-conviction position for Twin Lions Management LLC — at 11.2% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in SEB belongs to Dimensional Fund Advisors LP, but the position matters far more to Twin Lions Management LLC, who has 11.2% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Cliff Asness has added to its SEB position for two straight quarters, increasing it by $64.6M to reach $85.9M today.
Private Management Group Inc has trimmed its SEB position for two straight quarters, cutting it by $14.8M while still holding $28.4M.
SEB is down 0.1% today, and institutions have been net sellers of $211.0M this quarter — today's price move and the underlying institutional flow are pointing the same direction.