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Princeton Bancorp

54 hedge funds and large institutions have $75.2M invested in Princeton Bancorp in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

10% more funds holding

Funds holding: 4954 (+5)

3.63% more ownership

Funds ownership: 40.31%43.94% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $79.5M → $75.2M (-$4.29M)

Holders
54
Holders Change
+5
Holders Change %
+10.2%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
19
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$286K -$26.1K -927 -8%
First Manhattan
27
First Manhattan
New York
$273K
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$269K +$3.27K +116 +1%
JMPWA
29
JP Morgan Private Wealth Advisors
California
$266K -$461K -16,346 -63%
SFI
30
Susquehanna Fundamental Investments
Pennsylvania
$262K -$164K -5,800 -38%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$248K +$23.4K +830 +10%
BCI
32
Brinker Capital Investments
Pennsylvania
$215K -$1.97K -70 -0.9%
OPS
33
Orion Portfolio Solutions
Nebraska
$215K -$1.97K -70 -0.9%
Morgan Stanley
34
Morgan Stanley
New York
$157K -$344K -12,199 -68%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$142K +$147K +5,205 New
PGAM
36
Princeton Global Asset Management
New Jersey
$139K
UBS Group
37
UBS Group
Switzerland
$121K +$74.8K +2,653 +149%
Bank of America
38
Bank of America
North Carolina
$107K -$4.94K -175 -4%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$95.6K +$98.7K +3,500 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$79.2K -$8.46K -300 -9%
MIM
41
MetLife Investment Management
New Jersey
$75.5K +$78K +2,764 New
AIG
42
American International Group
New York
$66.9K +$69K +2,447 New
TRCT
43
Tower Research Capital (TRC)
New York
$61.8K +$53.6K +1,902 +528%
Wells Fargo
44
Wells Fargo
California
$52.9K +$53.7K +1,903 +5,767%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$46.2K +$47.7K +1,691 New
Citigroup
46
Citigroup
New York
$41.3K -$181K -6,403 -81%
CCM
47
Copeland Capital Management
Pennsylvania
$28.4K -$7.14K -253 -20%
AB
48
Amalgamated Bank
New York
$13K +$13.9K +494 New
Legal & General Group
49
Legal & General Group
United Kingdom
$12.8K +$13.3K +470 New
AIP
50
Ameritas Investment Partners
Nebraska
$11.5K +$11.8K +420 New

BPRN Hedge Fund Activity: Q2 2023 in Review

54 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Princeton Bancorp (BPRN) for Q2 2023, worth a combined $75.2M — down 5.4% from $79.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BPRN positions and 8 closed out — a net gain of 5 holders — while 19 added to existing stakes and 15 trimmed.

The largest buyer was BlackRock, adding an estimated $5.56M. The largest seller was Millennium Management, exiting entirely with an estimated $1.57M sold.

  • 54 institutional investors held Princeton Bancorp (BPRN) as of Q2 2023, up from 49 in Q1 2023.
  • Funds reported $75.2M of Princeton Bancorp stock for Q2 2023, down 5.4% quarter-over-quarter.
  • 13 funds opened new Princeton Bancorp positions in Q2 2023 and 8 closed out, a net change of +5 holders.
  • The largest Princeton Bancorp buyer in Q2 2023 was BlackRock, an estimated $5.56M added.
  • The largest Princeton Bancorp seller in Q2 2023 was Millennium Management, an estimated $1.57M sold.

Based on aggregated 13F filings for Q2 2023.