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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
S
176
SignatureFD
Georgia
$19.2K +$9.56K +246 +110%
OWA
177
Opal Wealth Advisors
New York
$18.9K +$18K +462 New
Ohio Public Employees Retirement System (OPERS)
178
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.2K +$1.67K +43 +11%
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$16K +$14K +361 +1,504%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$11.6K -$14K -360 -56%
TWC
181
TD Waterhouse Canada
Ontario, Canada
$10.7K
PMAM
182
Picton Mahoney Asset Management
Ontario, Canada
$10K +$9.17K +236 New
QCG
183
Quadrant Capital Group
Ohio
$7.08K +$6.72K +173 New
OC
184
Oakworth Capital
Alabama
$6.34K
PFC
185
Phocas Financial Corp
California
$4.94K -$88.9K -2,287 -2%
LC
186
Lindbrook Capital
California
$4.13K +$3.92K +101 New
LI
187
LRI Investments
Florida
$3.86K +$3.65K +94 New
SAM
188
Smartleaf Asset Management
Massachusetts
$3.55K +$3.54K +91 New
AAP
189
Arax Advisory Partners
Colorado
$3.4K +$3.23K +83 New
HFS
190
Hantz Financial Services
Michigan
$3K
CFGS
191
Concourse Financial Group Securities
Alabama
$2.5K -$738 -19 -24%
CWC
192
Carolinas Wealth Consulting
North Carolina
$2.33K -$350 -9 -14%
BIA
193
Bell Investment Advisors
California
$1.55K
GI
194
GAMMA Investing
California
$1.39K +$1.32K +34 New
CAM
195
ClariVest Asset Management
California
$1.27K -$777 -20 -39%
Nisa Investment Advisors
196
Nisa Investment Advisors
Missouri
$1.27K +$233 +6 +24%
QL
197
Quarry LP
New York
$1.27K +$1.21K +31 New
SC
198
Stephens Consulting
Michigan
$1.15K +$1.09K +28 New
C
199
Covestor
United Kingdom
$1K +$233 +6 +23%
EWA
200
EverSource Wealth Advisors
Alabama
$687 +$505 +13 New

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.