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Enterprise Financial Services Corp

155 hedge funds and large institutions have $775M invested in Enterprise Financial Services Corp in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 61 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 54

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less capital invested

Capital invested by funds: $803M → $775M (-$28.4M)

1.12% less ownership

Funds ownership: 71.84%70.72% (-1.1%)

6% less funds holding

Funds holding: 165155 (-10)

63% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 16

Holders
155
Holders Change
-10
Holders Change %
-6.06%
% of All Funds
3.4%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
6
Increased
61
Reduced
54
Closed
16
Calls
$408K
Puts
Net Calls
+$408K
Net Calls Change
+$408K
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
126
BDO Wealth Advisors
Florida
$229K
AWM
127
AE Wealth Management
Kansas
$227K
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$223K -$2.42M -60,057 -92%
CCIA
129
Campbell & Co Investment Adviser
Maryland
$217K +$214K +5,313 New
Federated Hermes
130
Federated Hermes
Pennsylvania
$216K -$98.7K -2,448 -32%
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$192K
US Bancorp
132
US Bancorp
Minnesota
$163K
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$151K +$47K +1,166 +46%
Royal Bank of Canada
134
Royal Bank of Canada
Ontario, Canada
$146K +$9.31K +231 +7%
UBS Group
135
UBS Group
Switzerland
$135K +$51.6K +1,281 +64%
FQ
136
First Quadrant
California
$109K -$89.6K -2,223 -45%
MWNA
137
Marshall Wace North America
New York
$101K -$2.4M -59,562 -96%
AP
138
Atwood & Palmer
Missouri
$100K
LTFS
139
Ladenburg Thalmann Financial Services
Florida
$100K +$16.2K +402 +20%
AIP
140
Ameritas Investment Partners
Nebraska
$81K
QT
141
Quantamental Technologies
New York
$81K +$80.2K +1,990 New
WAP
142
Wealthcare Advisory Partners
Pennsylvania
$77K +$322 +8 +0.4%
AG
143
Advisor Group
Arizona
$58K -$3.18K -79 -5%
Zurich Cantonal Bank
144
Zurich Cantonal Bank
Switzerland
$57K
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$50K +$29.7K +736 +151%
BAMG
146
Brand Asset Management Group
Missouri
$45K
EW
147
Evoke Wealth
California
$22K +$21.8K +540 New
Fidelity Investments
148
Fidelity Investments
Massachusetts
$16K
Nisa Investment Advisors
149
Nisa Investment Advisors
Missouri
$15K +$2.42K +60 +19%
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$10K -$161 -4 -2%