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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
FMI
51
F/M Investments
District of Columbia
$4.12M -$8.17M -146,002 -67%
Citigroup
52
Citigroup
New York
$3.87M +$1.49M +26,607 +63%
MCM
53
Maltese Capital Management
New York
$3.85M -$716K -12,800 -16%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$3.79M +$1.23M +21,922 +48%
SEI Investments
55
SEI Investments
Pennsylvania
$3.71M +$640K +11,446 +21%
NIG
56
NFJ Investment Group
Texas
$3.59M -$43.3K -774 -1%
PL
57
Plancorp LLC
Missouri
$3.33M -$276K -4,940 -8%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$3.33M -$24.9K -445 -0.7%
MAM
59
Martingale Asset Management
Massachusetts
$3.32M -$1.12K -20 -0%
TRSOTSOK
60
Teachers Retirement System of the State of Kentucky
Kentucky
$3.11M
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$3.06M +$2.22M +39,675 +274%
AQR Capital Management
62
AQR Capital Management
Connecticut
$2.88M -$1.1M -19,674 -28%
GKIM
63
GW&K Investment Management
Massachusetts
$2.69M -$209K -3,735 -7%
Franklin Resources
64
Franklin Resources
California
$2.62M -$17.6K -315 -0.7%
GC
65
Guggenheim Capital
Illinois
$2.6M -$274K -4,900 -10%
Boston Partners
66
Boston Partners
Massachusetts
$2.44M +$1.44M +25,678 +146%
EC
67
EJF Capital
Virginia
$2.39M -$849K -15,180 -26%
Creative Planning
68
Creative Planning
Kansas
$2.36M -$116K -2,076 -5%
FCI
69
Financial Counselors Inc
Kansas
$2.3M
RC
70
RBF Capital
California
$2.3M -$253K -4,521 -10%
KOCAA
71
Knights of Columbus Asset Advisors
Connecticut
$2.25M +$5.65K +101 +0.3%
Legal & General Group
72
Legal & General Group
United Kingdom
$2.22M +$31.6K +564 +1%
Millennium Management
73
Millennium Management
New York
$2.21M -$5.52M -98,703 -72%
MCM
74
MAI Capital Management
Ohio
$2.14M +$39.6K +707 +2%
AllianceBernstein
75
AllianceBernstein
Tennessee
$2.03M -$193K -3,450 -9%

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.