Enterprise Financial Services Corp
EFSC
214 hedge funds and large institutions have $1.11B invested in Enterprise Financial Services Corp in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 71 increasing their positions, 75 reducing their positions, and 18 closing their positions.
218% more call options, than puts
Call options by funds: $515K | Put options by funds: $162K
61% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 18
5% more funds holding
Funds holding: 204 → 214 (+10)
0.66% more ownership
Funds ownership: 72.87% → 73.53% (+0.66%)
5% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 75
9% less capital invested
Capital invested by funds: $1.22B → $1.11B (-$104M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$22.1M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$5.68M |
| 3 |
ZCM
Ziegler Capital Management
Chicago,
Illinois
|
+$5.11M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$5.05M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.76M |
| 2 |
MIIM
Mesirow Institutional Investment Management
Chicago,
Illinois
|
-$8.66M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$4.47M |
| 4 |
PFC
Phocas Financial Corp
Alameda,
California
|
-$4.33M |
| 5 |
Millennium Management
New York
|
-$4.19M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$213K | -4,767 | Closed |
|
227
Pictet Asset Management
Carouge,
Switzerland
| – | -$207K | -4,645 | Closed |
|
|
AG
228
Algert Global
San Francisco,
California
| – | -$204K | -4,571 | Closed |
|
|
EC
229
Elequin Capital
New York
| – | -$109K | -2,438 | Closed |
|
|
BGAI
230
Bruce G. Allen Investments
Denver,
Colorado
| – | -$3.26K | -73 | Closed |
|
|
PA
231
Parallel Advisors
San Francisco,
California
| – | -$893 | -20 | Closed |
|
|
DPW
232
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| – | -$45 | -1 | Closed |
|
EFSC Hedge Fund Activity: Q1 2024 in Review
214 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Enterprise Financial Services Corp (EFSC) for Q1 2024, worth a combined $1.11B — down 8.5% from $1.22B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new EFSC positions and 18 closed out — a net gain of 11 holders — while 71 added to existing stakes and 75 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $22.1M. The largest seller was Morgan Stanley, cutting an estimated $9.76M.
- 214 institutional investors held Enterprise Financial Services Corp (EFSC) as of Q1 2024, up from 204 in Q4 2023.
- Funds reported $1.11B of Enterprise Financial Services Corp stock for Q1 2024, down 8.5% quarter-over-quarter.
- 29 funds opened new Enterprise Financial Services Corp positions in Q1 2024 and 18 closed out, a net change of +11 holders.
- The largest Enterprise Financial Services Corp buyer in Q1 2024 was Wellington Management Group, an estimated $22.1M added.
- The largest Enterprise Financial Services Corp seller in Q1 2024 was Morgan Stanley, an estimated $9.76M sold.
Based on aggregated 13F filings for Q1 2024.