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Enterprise Financial Services Corp

205 hedge funds and large institutions have $1.13B invested in Enterprise Financial Services Corp in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 77 increasing their positions, 67 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 67

2% more capital invested

Capital invested by funds: $1.11B → $1.13B (+$21M)

0.68% more ownership

Funds ownership: 73.53%74.21% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 214205 (-9)

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

96% less call options, than puts

Call options by funds: $4K | Put options by funds: $102K

Holders
205
Holders Change
-9
Holders Change %
-4.21%
% of All Funds
2.96%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
77
Reduced
67
Closed
31
Calls
$4K
Puts
$102K
Net Calls
-$98K
Net Calls Change
-$451K
Name Holding Trade Value Shares
Change
Change in
Stake
TC
151
Trilogy Capital
California
$234K
CA
152
Claris Advisors
Missouri
$230K +$311 +8 +0.1%
WCG
153
Weaver Consulting Group
California
$230K
CPIG
154
Chicago Partners Investment Group
Illinois
$228K +$166K +4,284 New
AI
155
Atria Investments
North Carolina
$228K +$216K +5,567 New
ET
156
Entropy Technologies
New York
$224K +$19.4K +499 +10%
VWA
157
Visionary Wealth Advisors
Illinois
$218K +$233 +6 +0.1%
Allspring Global Investments
158
Allspring Global Investments
North Carolina
$177K -$1.75K -45 -1%
CA
159
Clearstead Advisors
Ohio
$170K +$162K +4,163 New
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$157K -$6.22K -160 -4%
AIP
161
Ameritas Investment Partners
Nebraska
$148K
US Bancorp
162
US Bancorp
Minnesota
$108K +$4.04K +104 +4%
AP
163
Atwood & Palmer
Missouri
$101K
Fidelity Investments
164
Fidelity Investments
Massachusetts
$78K +$22.5K +578 +43%
Lazard Asset Management
165
Lazard Asset Management
New York
$72K +$69.6K +1,792 New
Comerica Bank
166
Comerica Bank
Texas
$65.1K -$14.7K -379 -19%
DSC
167
Duncker Streett & Co
Missouri
$53.2K
AAM
168
Advisors Asset Management
Colorado
$52.4K +$49.7K +1,280 New
AB
169
Amalgamated Bank
New York
$52K +$2.6K +67 +6%
Federated Hermes
170
Federated Hermes
Pennsylvania
$39.4K -$35.2K -906 -49%
UB
171
UMB Bank
Missouri
$35K
IC
172
Innealta Capital
Texas
$31.5K +$29.9K +769 New
NC
173
nVerses Capital
Florida
$28.6K +$27.2K +700 New
EA
174
Emerald Advisers
Pennsylvania
$21.7K -$48.7K -1,253 -70%
RA
175
Rise Advisors
New York
$19.5K +$233 +6 +1%

EFSC Hedge Fund Activity: Q2 2024 in Review

205 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Enterprise Financial Services Corp (EFSC) for Q2 2024, worth a combined $1.13B — up 1.9% from $1.11B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of EFSC and 26 opened new positions — a net loss of 5 holders — while 67 trimmed existing stakes and 77 added.

The largest buyer was Macquarie Group, adding an estimated $8.92M. The largest seller was Janus Henderson Group, cutting an estimated $4.05M.

  • 205 institutional investors held Enterprise Financial Services Corp (EFSC) as of Q2 2024, down from 214 in Q1 2024.
  • Funds reported $1.13B of Enterprise Financial Services Corp stock for Q2 2024, up 1.9% quarter-over-quarter.
  • 26 funds opened new Enterprise Financial Services Corp positions in Q2 2024 and 31 closed out, a net change of -5 holders.
  • The largest Enterprise Financial Services Corp buyer in Q2 2024 was Macquarie Group, an estimated $8.92M added.
  • The largest Enterprise Financial Services Corp seller in Q2 2024 was Janus Henderson Group, an estimated $4.05M sold.

Based on aggregated 13F filings for Q2 2024.