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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
CCM
101
Cullen Capital Management
New York
$880K +$406K +7,249 +87%
Mariner
102
Mariner
Kansas
$843K +$7.22K +129 +0.9%
HSBC Holdings
103
HSBC Holdings
United Kingdom
$831K +$179K +3,191 +28%
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$764K -$132K -2,357 -15%
CWM
105
Cornerstone Wealth Management
Missouri
$762K +$392 +7 +0.1%
A
106
AlphaQuest
New York
$747K +$741K +13,240 +120,364%
Jacobs Levy Equity Management
107
Jacobs Levy Equity Management
New Jersey
$739K +$733K +13,105 New
VOYA Investment Management
108
VOYA Investment Management
Georgia
$656K -$40.6K -726 -6%
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$634K +$130K +2,329 +26%
Canada Life
110
Canada Life
Manitoba, Canada
$619K -$174K -3,106 -22%
ASRS
111
Arizona State Retirement System
Arizona
$612K +$2.74K +49 +0.5%
LA
112
LM Advisors
California
$611K
SCM
113
Sterling Capital Management
North Carolina
$597K +$58.1K +1,039 +11%
Citadel Advisors
114
Citadel Advisors
Florida
$590K -$195K -3,476 -25%
ProShare Advisors
115
ProShare Advisors
Maryland
$588K +$192K +3,430 +49%
State Board of Administration of Florida Retirement System
116
State Board of Administration of Florida Retirement System
Florida
$581K
HCA
117
Harbor Capital Advisors
Illinois
$576K -$63.4K -1,133 -10%
Cetera Investment Advisers
118
Cetera Investment Advisers
Illinois
$548K -$9.51K -170 -2%
COI
119
Connable Office Inc
Michigan
$537K
DekaBank Deutsche Girozentrale
120
DekaBank Deutsche Girozentrale
Germany
$529K
Assenagon Asset Management
121
Assenagon Asset Management
Luxembourg
$515K -$613K -10,952 -55%
SO
122
STRS Ohio
Ohio
$513K
IIC
123
Integrated Investment Consultants
Michigan
$486K +$839 +15 +0.2%
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$475K -$5.82K -104 -1%
CL
125
Choreo LLC
Illinois
$470K +$783 +14 +0.2%

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.