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Bogota Financial
BSBK

21 hedge funds and large institutions have $13.7M invested in Bogota Financial in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

11% more funds holding

Funds holding: 19 → 21 (+2)

0.21% less ownership

Funds ownership: 10.26% → 10.04% (-0.21%)

15% less capital invested

Capital invested by funds: $16.1M → $13.7M (-$2.47M)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.82M
2
CA
Cetera Advisors
Colorado
+$168K
3
Renaissance Technologies
Renaissance Technologies
New York
+$52.9K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$10.6K
5
BCM
BHZ Capital Management
California
+$5.59K

Top Sellers

1
MI
M3F Inc
Utah
-$2.91M
2
SM
Scoggin Management
New York
-$942K
3
Millennium Management
Millennium Management
New York
-$37.5K
4
Morgan Stanley
Morgan Stanley
New York
-$35.9K
5
SFI
Susquehanna Fundamental Investments
Pennsylvania
-$17.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
MI
1
M3F Inc
Utah
$4.76M -$2.91M -259,905 -35%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.61M +$2.82M +252,520 +121%
AllianceBernstein
3
AllianceBernstein
Tennessee
$1.45M – – –
BCM
4
BHZ Capital Management
California
$472K +$5.59K +500 +1%
Renaissance Technologies
5
Renaissance Technologies
New York
$459K +$52.9K +4,731 +11%
Millennium Management
6
Millennium Management
New York
$348K -$37.5K -3,352 -9%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$312K – – –
Bank of America
8
Bank of America
North Carolina
$276K -$56 -5 -0%
BFIM
9
Beese Fulmer Investment Management
Ohio
$206K – – –
CA
10
Cetera Advisors
Colorado
$150K +$168K +15,000 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$136K +$10.6K +950 +8%
BlackRock
12
BlackRock
New York
$134K +$4.93K +441 +3%
AA
13
AlphaQ Advisors
Florida
$119K – – –
SFI
14
Susquehanna Fundamental Investments
Pennsylvania
$111K -$17.7K -1,582 -13%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$90K – – –
Morgan Stanley
16
Morgan Stanley
New York
$9.52K -$35.9K -3,213 -77%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$5.88K – – –
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$2K +$2.34K +209 New
UBS Group
19
UBS Group
Switzerland
$1.34K +$1.5K +134 New
TRCT
20
Tower Research Capital (TRC)
New York
$1K -$2.28K -204 -66%
Wells Fargo
21
Wells Fargo
California
$350 – – –
SM
22
Scoggin Management
New York
– -$942K -84,282 Closed

BSBK Hedge Fund Activity: Q1 2023 in Review

21 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Bogota Financial (BSBK) for Q1 2023, worth a combined $13.7M — down 15% from $16.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new BSBK positions and 1 closed out — a net gain of 2 holders — while 5 added to existing stakes and 6 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.82M. The largest seller was M3F Inc, cutting an estimated $2.91M.

  • 21 institutional investors held Bogota Financial (BSBK) as of Q1 2023, up from 19 in Q4 2022.
  • Funds reported $13.7M of Bogota Financial stock for Q1 2023, down 15% quarter-over-quarter.
  • 3 funds opened new Bogota Financial positions in Q1 2023 and 1 closed out, a net change of +2 holders.
  • The largest Bogota Financial buyer in Q1 2023 was Vanguard Group, an estimated $2.82M added.
  • The largest Bogota Financial seller in Q1 2023 was M3F Inc, an estimated $2.91M sold.

Based on aggregated 13F filings for Q1 2023.