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Fidelity D&D Bancorp

53 hedge funds and large institutions have $58.2M invested in Fidelity D&D Bancorp in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

120% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 10

17% more capital invested

Capital invested by funds: $49.7M → $58.2M (+$8.49M)

6% more funds holding

Funds holding: 5053 (+3)

0.78% more ownership

Funds ownership: 19.77%20.55% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
22
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
26
Zullo Investment Group
Pennsylvania
$293K
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$272K -$21.9K -444 -7%
Bank of America
28
Bank of America
North Carolina
$267K +$32.2K +651 +14%
NFG
29
Northeast Financial Group
Pennsylvania
$237K
AWAP
30
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$220K +$220K +4,459 New
Citigroup
31
Citigroup
New York
$181K +$128K +2,593 +243%
Deutsche Bank
32
Deutsche Bank
Germany
$176K +$97.1K +1,964 +123%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$172K +$10.5K +212 +7%
MIM
34
MetLife Investment Management
New Jersey
$136K
Mirae Asset Global ETFs Holdings
35
Mirae Asset Global ETFs Holdings
Hong Kong
$126K +$46K +931 +57%
CF
36
Corebridge Financial
Texas
$125K -$741 -15 -0.6%
UBS Group
37
UBS Group
Switzerland
$111K +$38.8K +786 +54%
Wells Fargo
38
Wells Fargo
California
$108K -$18.9K -382 -15%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$101K
Fidelity Investments
40
Fidelity Investments
Massachusetts
$82.9K +$74.3K +1,503 +849%
VNA
41
Valley National Advisers
Pennsylvania
$67K
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$60K +$60K +1,214 +12,140%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$46.9K +$4.94K +100 +12%
Legal & General Group
44
Legal & General Group
United Kingdom
$22K +$4.15K +84 +23%
TRCT
45
Tower Research Capital (TRC)
New York
$19.4K -$50.1K -1,014 -72%
AIP
46
Ameritas Investment Partners
Nebraska
$19K
Nisa Investment Advisors
47
Nisa Investment Advisors
Missouri
$18.7K
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$17K
AB
49
Amalgamated Bank
New York
$8K
PFSC
50
Peoples Financial Services Corp
Pennsylvania
$7.2K

FDBC Hedge Fund Activity: Q3 2024 in Review

53 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Fidelity D&D Bancorp (FDBC) for Q3 2024, worth a combined $58.2M — up 17% from $49.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FDBC positions and 2 closed out — a net gain of 3 holders — while 22 added to existing stakes and 10 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $616K. The largest seller was Invesco, exiting entirely with an estimated $315K sold.

  • 53 institutional investors held Fidelity D&D Bancorp (FDBC) as of Q3 2024, up from 50 in Q2 2024.
  • Funds reported $58.2M of Fidelity D&D Bancorp stock for Q3 2024, up 17% quarter-over-quarter.
  • 5 funds opened new Fidelity D&D Bancorp positions in Q3 2024 and 2 closed out, a net change of +3 holders.
  • The largest Fidelity D&D Bancorp buyer in Q3 2024 was Goldman Sachs, an estimated $616K added.
  • The largest Fidelity D&D Bancorp seller in Q3 2024 was Invesco, an estimated $315K sold.

Based on aggregated 13F filings for Q3 2024.