AmeriServ Financial
ASRV
35 hedge funds and large institutions have $17.4M invested in AmeriServ Financial in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 0 closing their positions.
17% more funds holding
Funds holding: 30 → 35 (+5)
16% more capital invested
Capital invested by funds: $15M → $17.4M (+$2.37M)
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
4.8% more ownership
Funds ownership: 34.81% → 39.62% (+4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GJL
Gendell Jeffrey L
|
+$174K |
| 2 |
JGUA
John G. Ullman & Associates
Corning,
New York
|
+$58.2K |
| 3 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$43.8K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$16K |
| 5 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$5.01K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$106K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$50.1K |
| 3 |
Renaissance Technologies
New York
|
-$31.3K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$8.62K |
| 5 |
State Street
Boston,
Massachusetts
|
-$1.39K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SL
26
Salomon & Ludwin
Richmond,
Virginia
| $3.17K | – | – | – |
|
|
CPG
27
Cornerstone Planning Group
Fairfield,
New Jersey
| $2.64K | +$28 | +10 | +1% |
|
|
28
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1.27K | -$106K | -38,000 | -99% |
|
|
CAL
29
Capital Advisors Ltd
Shaker Heights,
Ohio
| $1K | +$451 | +162 | +128% |
|
30
Bank of America
Charlotte,
North Carolina
| $330 | -$256 | -92 | -43% |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| $306 | – | – | – |
|
|
SS
32
SBI Securities
Tokyo,
Japan
| $29 | +$31 | +11 | New |
|
33
Wells Fargo
San Francisco,
California
| $2 | – | – | – |
|
34
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$3 | +1 | +1% |
|
35
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$139 | +50 | New |
|
ASRV Hedge Fund Activity: Q4 2024 in Review
35 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in AmeriServ Financial (ASRV) for Q4 2024, worth a combined $17.4M — up 16% from $15M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new ASRV positions and 0 closed out — a net gain of 6 holders — while 8 added to existing stakes and 7 trimmed.
The largest buyer was Gendell Jeffrey L, adding an estimated $174K. The largest seller was PNC Financial Services Group, cutting an estimated $106K.
- 35 institutional investors held AmeriServ Financial (ASRV) as of Q4 2024, up from 30 in Q3 2024.
- Funds reported $17.4M of AmeriServ Financial stock for Q4 2024, up 16% quarter-over-quarter.
- 6 funds opened new AmeriServ Financial positions in Q4 2024 and 0 closed out, a net change of +6 holders.
- The largest AmeriServ Financial buyer in Q4 2024 was Gendell Jeffrey L, an estimated $174K added.
- The largest AmeriServ Financial seller in Q4 2024 was PNC Financial Services Group, an estimated $106K sold.
Based on aggregated 13F filings for Q4 2024.