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Enterprise Financial Services Corp

224 hedge funds and large institutions have $1.63B invested in Enterprise Financial Services Corp in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 90 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,353% more call options, than puts

Call options by funds: $654K | Put options by funds: $45K

41% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 64

12% more capital invested

Capital invested by funds: $1.45B → $1.63B (+$179M)

1.8% more ownership

Funds ownership: 76.19%77.99% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

1% less funds holding

Funds holding: 227224 (-3)

Holders
224
Holders Change
-3
Holders Change %
-1.32%
% of All Funds
2.95%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
90
Reduced
64
Closed
24
Calls
$654K
Puts
$45K
Net Calls
+$609K
Net Calls Change
-$352K
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
26
Weiss Asset Management
Massachusetts
$9.61M +$9.53M +170,318 New
ACA
27
Aptus Capital Advisors
Alabama
$9.41M +$2.71M +48,367 +41%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$8.79M -$713K -12,748 -8%
MOACM
29
Mutual of America Capital Management
New York
$7.99M +$188K +3,356 +2%
PFC
30
Phocas Financial Corp
California
$7.81M +$1.39M +24,785 +22%
Raymond James Financial
31
Raymond James Financial
Florida
$7.56M +$7.5M +133,975 New
KCM
32
Kennedy Capital Management
Missouri
$7.18M -$2.64M -47,181 -27%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$7.06M +$260K +4,641 +4%
EF
34
Empowered Funds
Pennsylvania
$6.95M +$333K +5,954 +5%
DA
35
Denali Advisors
California
$6.88M +$3.46M +61,806 +103%
PCM
36
Peregrine Capital Management
Minnesota
$5.98M +$535K +9,565 +10%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$5.76M -$879K -15,700 -13%
Wells Fargo
38
Wells Fargo
California
$5.71M +$193K +3,448 +4%
UBS AM
39
UBS AM
Illinois
$5.45M +$508K +9,076 +10%
UBS Group
40
UBS Group
Switzerland
$5.26M +$3.79M +67,747 +265%
ECA
41
Endeavour Capital Advisors
Connecticut
$5.19M -$2.29M -40,933 -31%
Barclays
42
Barclays
United Kingdom
$5.18M +$446K +7,976 +10%
MGIA
43
Moneta Group Investment Advisors
Missouri
$5.12M +$627K +11,202 +14%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$4.81M +$2.27M +40,549 +91%
Ameriprise
45
Ameriprise
Minnesota
$4.69M +$477K +8,525 +11%
Invesco
46
Invesco
Georgia
$4.64M +$246K +4,399 +6%
BGIM
47
Brandywine Global Investment Management
Pennsylvania
$4.33M -$196K -3,505 -4%
First Trust Advisors
48
First Trust Advisors
Illinois
$4.27M -$1.29M -23,126 -23%
Fisher Asset Management
49
Fisher Asset Management
Washington
$4.18M +$1.12M +20,033 +37%
Swiss National Bank
50
Swiss National Bank
Switzerland
$4.13M

EFSC Hedge Fund Activity: Q4 2024 in Review

224 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Enterprise Financial Services Corp (EFSC) for Q4 2024, worth a combined $1.63B — up 12% from $1.45B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of EFSC and 23 opened new positions — a net loss of 1 holder — while 64 trimmed existing stakes and 90 added.

The largest buyer was Weiss Asset Management, opening a new position worth an estimated $9.53M. The largest seller was Wellington Management Group, cutting an estimated $9.58M.

  • 224 institutional investors held Enterprise Financial Services Corp (EFSC) as of Q4 2024, down from 227 in Q3 2024.
  • Funds reported $1.63B of Enterprise Financial Services Corp stock for Q4 2024, up 12% quarter-over-quarter.
  • 23 funds opened new Enterprise Financial Services Corp positions in Q4 2024 and 24 closed out, a net change of -1 holder.
  • The largest Enterprise Financial Services Corp buyer in Q4 2024 was Weiss Asset Management, an estimated $9.53M added.
  • The largest Enterprise Financial Services Corp seller in Q4 2024 was Wellington Management Group, an estimated $9.58M sold.

Based on aggregated 13F filings for Q4 2024.