We are live on ! Find out more
FDBC icon

Fidelity D&D Bancorp
FDBC

39 hedge funds and large institutions have $49.8M invested in Fidelity D&D Bancorp in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 7

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

23% more capital invested

Capital invested by funds: $40.3M → $49.8M (+$9.45M)

3% more funds holding

Funds holding: 38 → 39 (+1)

0.78% more ownership

Funds ownership: 14.19% → 14.97% (+0.78%)

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
16
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JCM
Jacobi Capital Management
Pennsylvania
+$629K
2
Morgan Stanley
Morgan Stanley
New York
+$509K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$239K
4
JP Morgan Chase
JP Morgan Chase
New York
+$215K
5
Barclays
Barclays
United Kingdom
+$197K

Top Sellers

Rank Fund Capital Flow
1
SG Americas Securities
SG Americas Securities
New York
-$122K
2
Northern Trust
Northern Trust
Illinois
-$35.8K
3
N
Nuveen
North Carolina
-$33K
4
State Street
State Street
Massachusetts
-$15.9K
5
TRCT
Tower Research Capital (TRC)
New York
-$13K
Name Holding Trade Value Shares
Change 		Change in
Stake
VC
26
Vicus Capital
Pennsylvania
$207K – – –
Bank of America
27
Bank of America
North Carolina
$193K +$36.1K +680 +26%
Deutsche Bank
28
Deutsche Bank
Germany
$144K +$6.9K +130 +6%
AIG
29
American International Group
New York
$126K -$3.45K -65 -3%
California State Teachers Retirement System (CalSTRS)
30
California State Teachers Retirement System (CalSTRS)
California
$126K – – –
VNA
31
Valley National Advisers
Pennsylvania
$116K – – –
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$86.8K +$22.5K +424 +40%
UBS Group
33
UBS Group
Switzerland
$85K +$76.9K +1,448 New
Citigroup
34
Citigroup
New York
$55K +$25.3K +477 +104%
Nisa Investment Advisors
35
Nisa Investment Advisors
Missouri
$21K – – –
Legal & General Group
36
Legal & General Group
United Kingdom
$18K – – –
AIP
37
Ameritas Investment Partners
Nebraska
$15K – – –
TRCT
38
Tower Research Capital (TRC)
New York
$11K -$13K -244 -58%
PFSC
39
Peoples Financial Services Corp
Pennsylvania
$9K – – –
SG Americas Securities
40
SG Americas Securities
New York
– -$122K -2,429 Closed
1
2

FDBC Hedge Fund Activity: Q4 2021 in Review

39 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Fidelity D&D Bancorp (FDBC) for Q4 2021, worth a combined $49.8M — up 23% from $40.3M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new FDBC positions and 1 closed out — a net gain of 1 holder — while 16 added to existing stakes and 7 trimmed.

The largest buyer was Jacobi Capital Management, adding an estimated $629K. The largest seller was SG Americas Securities, exiting entirely with an estimated $122K sold.

  • 39 institutional investors held Fidelity D&D Bancorp (FDBC) as of Q4 2021, up from 38 in Q3 2021.
  • Funds reported $49.8M of Fidelity D&D Bancorp stock for Q4 2021, up 23% quarter-over-quarter.
  • 2 funds opened new Fidelity D&D Bancorp positions in Q4 2021 and 1 closed out, a net change of +1 holder.
  • The largest Fidelity D&D Bancorp buyer in Q4 2021 was Jacobi Capital Management, an estimated $629K added.
  • The largest Fidelity D&D Bancorp seller in Q4 2021 was SG Americas Securities, an estimated $122K sold.

Based on aggregated 13F filings for Q4 2021.