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Stocks With The Most
Increased Fund Positions

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Net increased
positions 		Increased positions Reduced positions Return since
31 Dec ‘24
SRI icon
2001
Stoneridge
SRI
$209M
14 51 37 17.9%
SHYD icon
2002
VanEck Short High Yield Muni ETF
SHYD
$447M
14 50 36 0.49%
SFLO icon
2003
VictoryShares Small Cap Free Cash Flow ETF
SFLO
$640M
14 14 0 34.2%
LMNR icon
2004
Limoneira
LMNR
$237M
14 38 24 46.6%
RCKY icon
2005
Rocky Brands
RCKY
$304M
14 37 23 77.1%
FCOR icon
2006
Fidelity Corporate Bond ETF
FCOR
$352M
14 28 14 0.02%
KE
2007
Kimball Electronics
KE
$598M
14 63 49 32.7%
HIO
2008
Western Asset High Income Opportunity Fund
HIO
$335M
14 36 22 10.4%
OII icon
2009
Oceaneering
OII
$5.25B
14 106 92 102%
CFR icon
2010
Cullen/Frost Bankers
CFR
$10.3B
14 158 144 22.3%
JEMA icon
2011
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.6B
14 30 16 57.8%
AMAT icon
2012
Applied Materials
AMAT
$426B
14 826 812 230%
CSV icon
2013
Carriage Services
CSV
$618M
14 56 42 2.23%
GEMD icon
2014
Goldman Sachs Access Emerging Markets USD Bond ETF
GEMD
$37.4M
14 16 2 4.24%
FSK icon
2015
FS KKR Capital
FSK
$2.98B
14 179 165 51.1%
DOUG icon
2016
Douglas Elliman
DOUG
$155M
14 44 30 2.4%
ACP
2017
abrdn Income Credit Strategies Fund
ACP
$640M
14 46 32 14.6%
CZNC icon
2018
Citizens & Northern Corp
CZNC
$436M
14 32 18 30.9%
CRF
2019
Cornerstone Total Return Fund
CRF
$1.14B
14 24 10 17.8%
CBZ icon
2020
CBIZ
CBZ
$2.29B
14 99 85 47.9%
AVT icon
2021
Avnet
AVT
$7.33B
14 139 125 70.9%
AGIO icon
2022
Agios Pharmaceuticals
AGIO
$2.16B
14 85 71 10.7%
ABUS icon
2023
Arbutus Biopharma
ABUS
$865M
14 55 41 33.9%
TBUX icon
2024
T. Rowe Price Ultra Short-Term Bond ETF
TBUX
$1.27B
14 19 5 0.65%
SNDL icon
2025
Sundial Growers
SNDL
$325M
14 32 18 30.2%
79 80
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