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Equity Bancshares

102 hedge funds and large institutions have $345M invested in Equity Bancshares in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

52% more capital invested

Capital invested by funds: $227M → $345M (+$118M)

15% more funds holding

Funds holding: 89102 (+13)

4.94% more ownership

Funds ownership: 61.06%66% (+4.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 32

37% less call options, than puts

Call options by funds: $17K | Put options by funds: $27K

Holders
102
Holders Change
+13
Holders Change %
+14.61%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
31
Reduced
32
Closed
5
Calls
$17K
Puts
$27K
Net Calls
-$10K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$47.8M -$41.4K -1,511 -0.1%
BlackRock
2
BlackRock
New York
$42.8M +$1.09M +39,973 +3%
PFP
3
Patriot Financial Partners
Pennsylvania
$29.2M +$1.42M +51,900 +6%
FCM
4
FJ Capital Management
Virginia
$26.5M -$6.78M -247,518 -24%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$25.6M +$829K +30,253 +4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$25.2M -$580K -21,181 -3%
MCA
7
Mendon Capital Advisors
Florida
$14.7M +$11.9M +433,406 New
CRC
8
Curi RMB Capital
Illinois
$13.6M -$1.37M -50,000 -11%
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.6M -$818K -29,881 -7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$10.3M +$515K +18,812 +7%
State Street
11
State Street
Massachusetts
$10.2M -$507K -18,508 -6%
Morgan Stanley
12
Morgan Stanley
New York
$5.91M +$2.96M +108,148 +163%
American Century Companies
13
American Century Companies
Missouri
$5.55M +$661K +24,121 +17%
BCM
14
Bridgeway Capital Management
Texas
$5.45M +$170K +6,215 +4%
Northern Trust
15
Northern Trust
Illinois
$4.79M +$57.2K +2,089 +2%
BFC
16
Banc Funds Company
Illinois
$4.43M -$209K -7,634 -6%
FL
17
Fourthstone LLC
Missouri
$4.1M +$3.31M +120,882 New
LSV Asset Management
18
LSV Asset Management
Illinois
$3.06M +$2.47M +90,301 New
UB
19
UMB Bank
Missouri
$2.68M
Renaissance Technologies
20
Renaissance Technologies
New York
$2.68M -$49.3K -1,800 -2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$2.63M +$123K +4,476 +6%
WAAG
22
Wealth Alliance Advisory Group
Kansas
$2.46M -$27.4K -1,000 -1%
EF
23
Empowered Funds
Pennsylvania
$2.36M +$170K +6,215 +10%
Creative Planning
24
Creative Planning
Kansas
$2.24M +$24.8K +904 +1%
JP Morgan Chase
25
JP Morgan Chase
New York
$2.15M +$1.4M +51,001 +410%

EQBK Hedge Fund Activity: Q4 2023 in Review

102 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Equity Bancshares (EQBK) for Q4 2023, worth a combined $345M — up 52% from $227M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EQBK positions and 5 closed out — a net gain of 13 holders — while 31 added to existing stakes and 32 trimmed.

The largest buyer was Fourthstone LLC, opening a new position worth an estimated $3.31M. The largest seller was FJ Capital Management, cutting an estimated $6.78M.

  • 102 institutional investors held Equity Bancshares (EQBK) as of Q4 2023, up from 89 in Q3 2023.
  • Funds reported $345M of Equity Bancshares stock for Q4 2023, up 52% quarter-over-quarter.
  • 18 funds opened new Equity Bancshares positions in Q4 2023 and 5 closed out, a net change of +13 holders.
  • The largest Equity Bancshares buyer in Q4 2023 was Fourthstone LLC, an estimated $3.31M added.
  • The largest Equity Bancshares seller in Q4 2023 was FJ Capital Management, an estimated $6.78M sold.

Based on aggregated 13F filings for Q4 2023.