Who Owns SWP?
MANAGER DIRECTED PORTFOLIOS — Institutional Ownership & 13F Holdings
$28.63
+0.37 (+1.32%)
Market Cap
—
Shares Outstanding
—
Institutional Holders
4
Total Inst. Value
$705K
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | CITADEL ADVISORS LLC | $235K | 9,599 |
| 2 | UBS Group AG | $216K | 8,830 |
| 3 | GOLDMAN SACHS GROUP INC | $212K | 8,685 |
| 4 | Sound Income Strategies, LLC | $42K | 1,735 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| UBS Group AG | +7K | $216K |
Top Sellers
| Fund | Shares Removed | Value |
|---|
Frequently Asked Questions
How many institutional investors hold SWP?
As of Q1 2025, 4 institutional investors report holding SWP (MANAGER DIRECTED PORTFOLIOS) in their 13F filings.
Which hedge fund owns the most SWP?
The largest institutional holder of SWP is CITADEL ADVISORS LLC with $235K in shares.
Are institutions buying or selling SWP?
This quarter, 2 institutions opened new positions in SWP and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.