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Enterprise Financial Services Corp
EFSC

169 hedge funds and large institutions have $949M invested in Enterprise Financial Services Corp in 2018 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 57 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

17% more capital invested

Capital invested by funds: $813M → $949M (+$137M)

13% more funds holding

Funds holding: 149 → 169 (+20)

1.41% more ownership

Funds ownership: 75.01% → 76.42% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

4% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 57

Holders
169
Holders Change
+20
Holders Change %
+13.42%
% of All Funds
3.87%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
29
Increased
55
Reduced
57
Closed
9
Calls
$6.95M
Puts
–
Net Calls
+$6.95M
Net Calls Change
+$6.34M

Top Buyers

Rank Fund Capital Flow
1
VNIM
Vaughan Nelson Investment Management
Texas
+$49.4M
2
BlackRock
BlackRock
New York
+$9.89M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$5.06M
4
Natixis Advisors
Natixis Advisors
Massachusetts
+$4.25M
5
CWM
Cornerstone Wealth Management
Missouri
+$3.94M

Top Sellers

Rank Fund Capital Flow
1
ECA
Endeavour Capital Advisors
Connecticut
-$15.7M
2
BFC
Banc Funds Company
Illinois
-$11.5M
3
MCM
Maltese Capital Management
New York
-$9.06M
4
Millennium Management
Millennium Management
New York
-$7.39M
5
EVM
Eaton Vance Management
Massachusetts
-$6.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$9.23M -$1.6M -30,535 -15%
MOACM
27
Mutual of America Capital Management
New York
$8.78M -$51.7K -988 -0.6%
Ameriprise
28
Ameriprise
Minnesota
$8.46M +$990K +18,910 +14%
TAM
29
THB Asset Management
Connecticut
$8.28M -$37.2K -711 -0.5%
SBH
30
Segall Bryant & Hamill
Illinois
$8.24M -$2.95M -56,444 -27%
Nordea Investment Management
31
Nordea Investment Management
Sweden
$8.14M -$94.2K -1,800 -1%
AIS
32
AlphaOne Investment Services
Pennsylvania
$7.6M -$144K -2,751 -2%
RA
33
Royce & Associates
New York
$7.47M – – –
Bank of New York Mellon
34
Bank of New York Mellon
New York
$7.27M -$293K -5,596 -4%
Morgan Stanley
35
Morgan Stanley
New York
$7.23M -$392K -7,493 -5%
EVM
36
Eaton Vance Management
Massachusetts
$6.81M -$6.61M -126,264 -50%
Charles Schwab
37
Charles Schwab
California
$6.49M +$341K +6,516 +6%
CB
38
Commerce Bank
Missouri
$6.02M – – –
American Century Companies
39
American Century Companies
Missouri
$5.77M +$116K +2,211 +2%
ROC
40
River Oaks Capital
Minnesota
$5.53M +$68K +1,300 +1%
CAM
41
Cortina Asset Management
Wisconsin
$5.47M -$2.15M -41,058 -29%
PL
42
Plancorp LLC
Missouri
$5.43M -$236K -4,516 -4%
Wells Fargo
43
Wells Fargo
California
$5.26M +$576K +11,006 +13%
USAA
44
United Services Automobile Association
Texas
$5.21M +$1.98M +37,900 +65%
Millennium Management
45
Millennium Management
New York
$5.09M -$7.39M -141,228 -60%
LSV Asset Management
46
LSV Asset Management
Illinois
$4.79M -$2.35M -44,900 -34%
Deutsche Bank
47
Deutsche Bank
Germany
$4.78M +$1.58M +30,138 +52%
MAM
48
Martingale Asset Management
Massachusetts
$4.62M +$346K +6,616 +8%
Jacobs Levy Equity Management
49
Jacobs Levy Equity Management
New Jersey
$4.55M +$94.2K +1,800 +2%
TCIM
50
TIAA CREF Investment Management
New York
$4.54M -$198K -3,781 -4%
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EFSC Hedge Fund Activity: Q2 2018 in Review

169 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Enterprise Financial Services Corp (EFSC) for Q2 2018, worth a combined $949M — up 17% from $813M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EFSC positions and 9 closed out — a net gain of 20 holders — while 55 added to existing stakes and 57 trimmed.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $49.4M. The largest seller was Endeavour Capital Advisors, cutting an estimated $15.7M.

  • 169 institutional investors held Enterprise Financial Services Corp (EFSC) as of Q2 2018, up from 149 in Q1 2018.
  • Funds reported $949M of Enterprise Financial Services Corp stock for Q2 2018, up 17% quarter-over-quarter.
  • 29 funds opened new Enterprise Financial Services Corp positions in Q2 2018 and 9 closed out, a net change of +20 holders.
  • The largest Enterprise Financial Services Corp buyer in Q2 2018 was Vaughan Nelson Investment Management, an estimated $49.4M added.
  • The largest Enterprise Financial Services Corp seller in Q2 2018 was Endeavour Capital Advisors, an estimated $15.7M sold.

Based on aggregated 13F filings for Q2 2018.