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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
LI
201
LRI Investments
Florida
$5.32K
AAP
202
Arax Advisory Partners
Colorado
$4.68K
HFS
203
Hantz Financial Services
Michigan
$4K
BWL
204
Bogart Wealth LLC
Virginia
$3.61K +$3.58K +64 New
GI
205
GAMMA Investing
California
$3.55K +$1.18K +21 +50%
PA
206
Parallel Advisors
California
$3.44K +$3.41K +61 New
CWC
207
Carolinas Wealth Consulting
North Carolina
$2.88K -$336 -6 -11%
QL
208
Quarry LP
New York
$2.2K -$44.5K -796 -95%
Bessemer Group
209
Bessemer Group
New Jersey
$2K
C
210
Covestor
United Kingdom
$2K +$168 +3 +11%
Nisa Investment Advisors
211
Nisa Investment Advisors
Missouri
$1.75K
EWA
212
EverSource Wealth Advisors
Alabama
$1.69K +$951 +17 +131%
RIL
213
Rothschild Investment LLC
Illinois
$1.41K
BIA
214
Bell Investment Advisors
California
$1.3K -$671 -12 -34%
CFGS
215
Concourse Financial Group Securities
Alabama
$1.19K
CWP
216
Concord Wealth Partners
Virginia
$1.18K
Amundi
217
Amundi
France
$668 +$671 +12 New
JWA
218
JFS Wealth Advisors
Pennsylvania
$452
MPWT
219
MassMutual Private Wealth & Trust
Connecticut
$395
IA
220
IFP Advisors
Florida
$338 +$336 +6 New
SIC
221
SJS Investment Consulting
Ohio
$113 -$56 -1 -33%
GFPC
222
Global Financial Private Client
Florida
$56 +$56 +1 New
OCM
223
Orion Capital Management
California
$56 +$56 +1 New
TI
224
Trexquant Investment
Connecticut
-$2.17M -42,259 Closed
JCIA
225
Jackson Creek Investment Advisors
Colorado
-$1.47M -28,662 Closed

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.