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Enterprise Financial Services Corp
EFSC

97 hedge funds and large institutions have $246M invested in Enterprise Financial Services Corp in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

25% more capital invested

Capital invested by funds: $197M → $246M (+$49.4M)

8% more funds holding

Funds holding: 90 → 97 (+7)

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
97
Holders Change
+7
Holders Change %
+7.78%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
13
Increased
34
Reduced
31
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
PL Capital Advisors
Florida
+$15.2M
2
ICOM
Investment Counselors of Maryland
Maryland
+$7.5M
3
BFC
Banc Funds Company
Illinois
+$4.24M
4
AIS
AlphaOne Investment Services
Pennsylvania
+$2.22M
5
MOACM
Mutual of America Capital Management
New York
+$1.13M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$19.3M
2
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
-$4.54M
3
RA
Royce & Associates
New York
-$2.61M
4
PFBT
Parkside Financial Bank & Trust
Missouri
-$1.46M
5
AG
Algert Global
California
-$635K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
– -$14K -843 Closed
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
– -$4K -261 Closed
1 2 3 4
5

EFSC Hedge Fund Activity: Q4 2013 in Review

97 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Enterprise Financial Services Corp (EFSC) for Q4 2013, worth a combined $246M — up 25% from $197M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EFSC positions and 5 closed out — a net gain of 8 holders — while 34 added to existing stakes and 31 trimmed.

The largest buyer was PL Capital Advisors, adding an estimated $15.2M. The largest seller was Wellington Management Group, cutting an estimated $19.3M.

  • 97 institutional investors held Enterprise Financial Services Corp (EFSC) as of Q4 2013, up from 90 in Q3 2013.
  • Funds reported $246M of Enterprise Financial Services Corp stock for Q4 2013, up 25% quarter-over-quarter.
  • 13 funds opened new Enterprise Financial Services Corp positions in Q4 2013 and 5 closed out, a net change of +8 holders.
  • The largest Enterprise Financial Services Corp buyer in Q4 2013 was PL Capital Advisors, an estimated $15.2M added.
  • The largest Enterprise Financial Services Corp seller in Q4 2013 was Wellington Management Group, an estimated $19.3M sold.

Based on aggregated 13F filings for Q4 2013.