We are live on ! Find out more
EFSC icon

Enterprise Financial Services Corp

157 hedge funds and large institutions have $696M invested in Enterprise Financial Services Corp in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 52

23% more call options, than puts

Call options by funds: $237K | Put options by funds: $192K

5.01% more ownership

Funds ownership: 67.61%72.62% (+5%)

4% more capital invested

Capital invested by funds: $672M → $696M (+$23.7M)

0% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 19

1% less funds holding

Funds holding: 158157 (-1)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
157
Holders Change
-1
Holders Change %
-0.63%
% of All Funds
3.91%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
19
Increased
67
Reduced
52
Closed
19
Calls
$237K
Puts
$192K
Net Calls
+$45K
Net Calls Change
+$361K
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
101
Shell Asset Management
Netherlands
$702K
Principal Financial Group
102
Principal Financial Group
Iowa
$691K +$362K +8,703 +106%
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$674K +$78.1K +1,878 +13%
PFBT
104
Parkside Financial Bank & Trust
Missouri
$652K -$73.1K -1,756 -10%
MLICM
105
Metropolitan Life Insurance Company (MetLife)
New York
$630K +$94.2K +2,265 +17%
FQ
106
First Quadrant
California
$581K +$389K +9,352 +191%
GC
107
Globeflex Capital
California
$570K -$33.3K -800 -5%
AIG
108
American International Group
New York
$570K +$90K +2,163 +18%
Jacobs Levy Equity Management
109
Jacobs Levy Equity Management
New Jersey
$558K +$354K +8,500 +164%
VOYA Investment Management
110
VOYA Investment Management
Georgia
$498K +$42.4K +1,018 +9%
HEIP
111
Hudson Edge Investment Partners
New Jersey
$474K +$484K +11,622 New
IA
112
IndexIQ Advisors
New York
$455K +$464K +11,152 New
AA
113
ALPS Advisors
Colorado
$447K +$1.17K +28 +0.3%
ADL
114
Asset Dedication LLC
California
$446K +$455K +10,940 New
State Board of Administration of Florida Retirement System
115
State Board of Administration of Florida Retirement System
Florida
$439K -$110K -2,648 -20%
SMC
116
Smith, Moore & Co
Missouri
$439K -$5.33K -128 -1%
AWCI
117
Alpine Woods Capital Investors
New York
$434K
Connor, Clark & Lunn Investment Management (CC&L)
118
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$409K -$1.34M -32,250 -76%
TAM
119
Tocqueville Asset Management
New York
$399K -$137K -3,286 -25%
MWNA
120
Marshall Wace North America
New York
$395K +$401K +9,635 New
KPCM
121
Kings Point Capital Management
New York
$392K
AL
122
Airain Ltd
Guernsey
$381K +$389K +9,346 New
Citadel Advisors
123
Citadel Advisors
Florida
$363K +$370K +8,892 New
Stifel Financial
124
Stifel Financial
Missouri
$350K +$22.8K +549 +7%
LCM
125
Laurion Capital Management
New York
$319K +$326K +7,823 New

EFSC Hedge Fund Activity: Q2 2017 in Review

157 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Enterprise Financial Services Corp (EFSC) for Q2 2017, worth a combined $696M — up 3.5% from $672M a quarter earlier.

Fund positioning in EFSC was balanced in Q2 2017: 19 funds opened new positions, 19 closed out, 67 added to existing stakes and 52 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $13.5M. The largest seller was Banc Funds Company, cutting an estimated $9.26M.

  • 157 institutional investors held Enterprise Financial Services Corp (EFSC) as of Q2 2017, down from 158 in Q1 2017.
  • Funds reported $696M of Enterprise Financial Services Corp stock for Q2 2017, up 3.5% quarter-over-quarter.
  • 19 funds opened new Enterprise Financial Services Corp positions in Q2 2017 and 19 closed out, a net change of 0 holders.
  • The largest Enterprise Financial Services Corp buyer in Q2 2017 was Thrivent Financial for Lutherans, an estimated $13.5M added.
  • The largest Enterprise Financial Services Corp seller in Q2 2017 was Banc Funds Company, an estimated $9.26M sold.

Based on aggregated 13F filings for Q2 2017.