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Associated Banc-Corp

275 hedge funds and large institutions have $2.72B invested in Associated Banc-Corp in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 90 increasing their positions, 94 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,140% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $147K

30% more capital invested

Capital invested by funds: $2.09B → $2.72B (+$630M)

24% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 29

3.3% more ownership

Funds ownership: 81.03%84.33% (+3.3%)

1% more funds holding

Funds holding: 272275 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 94

Holders
275
Holders Change
+3
Holders Change %
+1.1%
% of All Funds
4.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
90
Reduced
94
Closed
29
Calls
$3.29M
Puts
$147K
Net Calls
+$3.15M
Net Calls Change
+$3.12M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$411M +$5.43M +301,684 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$335M +$3.33M +184,813 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$272M -$15.1M -838,869 -6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$232M +$4.13M +229,552 +2%
State Street
5
State Street
Massachusetts
$202M +$25.7M +1,429,388 +18%
Morgan Stanley
6
Morgan Stanley
New York
$84.6M +$45.7M +2,539,065 +180%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$70.3M +$2.22M +123,373 +4%
ABC
8
Associated Banc-Corp
Wisconsin
$62.8M -$2.48M -138,045 -4%
Pzena Investment Management
9
Pzena Investment Management
New York
$60.5M -$2.18M -120,968 -4%
LSV Asset Management
10
LSV Asset Management
Illinois
$60.5M +$8.82M +490,321 +21%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$57.9M -$670K -37,225 -1%
Goldman Sachs
12
Goldman Sachs
New York
$49.9M -$2.61M -145,040 -6%
Charles Schwab
13
Charles Schwab
California
$48.2M +$722K +40,111 +2%
Verition Fund Management
14
Verition Fund Management
Connecticut
$46.7M +$13.1M +728,555 +50%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$43.4M +$1.69M +93,767 +5%
AllianceBernstein
16
AllianceBernstein
Tennessee
$40.8M -$5.67M -314,900 -14%
Northern Trust
17
Northern Trust
Illinois
$40.1M +$506K +28,136 +2%
Norges Bank
18
Norges Bank
Norway
$36.7M +$13.4M +744,680 +77%
American Century Companies
19
American Century Companies
Missouri
$36.2M +$4.65M +258,469 +18%
AQR Capital Management
20
AQR Capital Management
Connecticut
$32.9M +$1.9M +105,695 +7%
First Trust Advisors
21
First Trust Advisors
Illinois
$15M +$169K +9,399 +1%
Principal Financial Group
22
Principal Financial Group
Iowa
$14.8M +$434K +24,128 +4%
Invesco
23
Invesco
Georgia
$14.2M +$3.1M +172,333 +35%
BGIM
24
Brandywine Global Investment Management
Pennsylvania
$13.9M +$577K +32,053 +5%
JP Morgan Chase
25
JP Morgan Chase
New York
$13.5M +$4.18M +232,179 +58%

ASB Hedge Fund Activity: Q4 2023 in Review

275 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Associated Banc-Corp (ASB) for Q4 2023, worth a combined $2.72B — up 30% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ASB positions and 29 closed out — a net gain of 7 holders — while 90 added to existing stakes and 94 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $45.7M. The largest seller was Fidelity Investments, cutting an estimated $15.1M.

  • 275 institutional investors held Associated Banc-Corp (ASB) as of Q4 2023, up from 272 in Q3 2023.
  • Funds reported $2.72B of Associated Banc-Corp stock for Q4 2023, up 30% quarter-over-quarter.
  • 36 funds opened new Associated Banc-Corp positions in Q4 2023 and 29 closed out, a net change of +7 holders.
  • The largest Associated Banc-Corp buyer in Q4 2023 was Morgan Stanley, an estimated $45.7M added.
  • The largest Associated Banc-Corp seller in Q4 2023 was Fidelity Investments, an estimated $15.1M sold.

Based on aggregated 13F filings for Q4 2023.