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Bogota Financial
BSBK

17 hedge funds and large institutions have $17.5M invested in Bogota Financial in 2021 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.07% less ownership

Funds ownership: 11.81% → 11.74% (-0.07%)

1% less capital invested

Capital invested by funds: $17.6M → $17.5M (-$93K)

11% less funds holding

Funds holding: 19 → 17 (-2)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
5
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MI
M3F Inc
Utah
+$227K
2
BCM
BHZ Capital Management
California
+$215K
3
BFIM
Beese Fulmer Investment Management
Ohio
+$10.2K
4
UBS Group
UBS Group
Switzerland
+$2.81K
5
BlackRock
BlackRock
New York
+$1.67K

Top Sellers

1
WJWM
Williams Jones Wealth Management
New York
-$139K
2
HF
HRT Financial
New York
-$118K
3
E
Ergoteles
New York
-$29.4K
4
Renaissance Technologies
Renaissance Technologies
New York
-$26.6K
5
Millennium Management
Millennium Management
New York
-$6.65K
Name Holding Trade Value Shares
Change 		Change in
Stake
MI
1
M3F Inc
Utah
$12.2M +$227K +22,138 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.67M -$1.49K -145 -0.1%
AllianceBernstein
3
AllianceBernstein
Tennessee
$1.48M – – –
Millennium Management
4
Millennium Management
New York
$413K -$6.65K -649 -2%
Renaissance Technologies
5
Renaissance Technologies
New York
$387K -$26.6K -2,600 -6%
Goldman Sachs
6
Goldman Sachs
New York
$294K +$10 +1 +0%
BCM
7
BHZ Capital Management
California
$214K +$215K +21,005 New
BFIM
8
Beese Fulmer Investment Management
Ohio
$209K +$10.2K +1,000 +5%
E
9
Ergoteles
New York
$171K -$29.4K -2,870 -15%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$162K – – –
SFI
11
Susquehanna Fundamental Investments
Pennsylvania
$155K – – –
BlackRock
12
BlackRock
New York
$138K +$1.67K +163 +1%
UBS Group
13
UBS Group
Switzerland
$4K +$2.81K +274 +274%
Bank of America
14
Bank of America
North Carolina
$3K -$2.32K -226 -44%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1K – – –
WJWM
16
Williams Jones Wealth Management
New York
– -$139K -13,472 Closed
HF
17
HRT Financial
New York
– -$118K -11,496 Closed
TRCT
18
Tower Research Capital (TRC)
New York
– -$1K -126 Closed
Morgan Stanley
19
Morgan Stanley
New York
– -$369 -36 -53%

BSBK Hedge Fund Activity: Q4 2021 in Review

17 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Bogota Financial (BSBK) for Q4 2021, worth a combined $17.5M — down 0.53% from $17.6M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of BSBK and 1 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 5 added.

The largest buyer was M3F Inc, adding an estimated $227K. The largest seller was Williams Jones Wealth Management, exiting entirely with an estimated $139K sold.

  • 17 institutional investors held Bogota Financial (BSBK) as of Q4 2021, down from 19 in Q3 2021.
  • Funds reported $17.5M of Bogota Financial stock for Q4 2021, down 0.53% quarter-over-quarter.
  • 1 fund opened new Bogota Financial positions in Q4 2021 and 3 closed out, a net change of -2 holders.
  • The largest Bogota Financial buyer in Q4 2021 was M3F Inc, an estimated $227K added.
  • The largest Bogota Financial seller in Q4 2021 was Williams Jones Wealth Management, an estimated $139K sold.

Based on aggregated 13F filings for Q4 2021.