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Fidelity D&D Bancorp

59 hedge funds and large institutions have $61.6M invested in Fidelity D&D Bancorp in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

225% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 8

11% more funds holding

Funds holding: 5359 (+6)

6% more capital invested

Capital invested by funds: $58.2M → $61.6M (+$3.36M)

1.48% more ownership

Funds ownership: 20.55%22.03% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
26
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$341K
Deutsche Bank
27
Deutsche Bank
Germany
$323K +$160K +3,061 +86%
Bank of America
28
Bank of America
North Carolina
$308K +$46.8K +893 +16%
ZIG
29
Zullo Investment Group
Pennsylvania
$290K
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$249K -$21K -400 -7%
NFG
31
Northeast Financial Group
Pennsylvania
$235K
AWAP
32
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$218K +$157 +3 +0.1%
Citigroup
33
Citigroup
New York
$191K +$13.8K +264 +7%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$171K +$2.52K +48 +1%
UBS Group
35
UBS Group
Switzerland
$165K +$59.2K +1,130 +50%
Wells Fargo
36
Wells Fargo
California
$136K +$31.8K +607 +28%
MIM
37
MetLife Investment Management
New Jersey
$135K
Mirae Asset Global ETFs Holdings
38
Mirae Asset Global ETFs Holdings
Hong Kong
$132K +$7.45K +142 +6%
CF
39
Corebridge Financial
Texas
$115K -$9.33K -178 -7%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$99.5K
Fidelity Investments
41
Fidelity Investments
Massachusetts
$84.9K +$3.09K +59 +4%
PFSRSONJ
42
Police & Firemen's Retirement System of New Jersey
New Jersey
$70.3K +$75.6K +1,441 New
VNA
43
Valley National Advisers
Pennsylvania
$67K
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$61K +$839 +16 +1%
TRCT
45
Tower Research Capital (TRC)
New York
$31.2K +$12.8K +245 +62%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$28.6K -$19K -363 -38%
Legal & General Group
47
Legal & General Group
United Kingdom
$21.7K
AIP
48
Ameritas Investment Partners
Nebraska
$18.8K
Nisa Investment Advisors
49
Nisa Investment Advisors
Missouri
$18.5K
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$16.8K

FDBC Hedge Fund Activity: Q4 2024 in Review

59 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Fidelity D&D Bancorp (FDBC) for Q4 2024, worth a combined $61.6M — up 5.8% from $58.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FDBC positions and 1 closed out — a net gain of 6 holders — while 26 added to existing stakes and 8 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.07M. The largest seller was Jacobi Capital Management, cutting an estimated $424K.

  • 59 institutional investors held Fidelity D&D Bancorp (FDBC) as of Q4 2024, up from 53 in Q3 2024.
  • Funds reported $61.6M of Fidelity D&D Bancorp stock for Q4 2024, up 5.8% quarter-over-quarter.
  • 7 funds opened new Fidelity D&D Bancorp positions in Q4 2024 and 1 closed out, a net change of +6 holders.
  • The largest Fidelity D&D Bancorp buyer in Q4 2024 was Vanguard Group, an estimated $1.07M added.
  • The largest Fidelity D&D Bancorp seller in Q4 2024 was Jacobi Capital Management, an estimated $424K sold.

Based on aggregated 13F filings for Q4 2024.