Fidelity D&D Bancorp
FDBC
48 hedge funds and large institutions have $47.5M invested in Fidelity D&D Bancorp in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
7% more funds holding
Funds holding: 45 → 48 (+3)
1.67% more ownership
Funds ownership: 16.7% → 18.37% (+1.7%)
3% more capital invested
Capital invested by funds: $46M → $47.5M (+$1.45M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$1.91M |
| 2 |
State Street
Boston,
Massachusetts
|
+$484K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$351K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$229K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$222K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$605K |
| 2 |
SFI
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
|
-$375K |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$325K |
| 4 |
JCM
Jacobi Capital Management
Pittston,
Pennsylvania
|
-$313K |
| 5 |
Goldman Sachs
New York
|
-$203K |
FDBC Hedge Fund Activity: Q3 2023 in Review
48 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Fidelity D&D Bancorp (FDBC) for Q3 2023, worth a combined $47.5M — up 3.1% from $46M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FDBC positions and 3 closed out — a net gain of 4 holders — while 15 added to existing stakes and 12 trimmed.
The largest buyer was Creative Planning, opening a new position worth an estimated $1.91M. The largest seller was First Trust Advisors, exiting entirely with an estimated $605K sold.
- 48 institutional investors held Fidelity D&D Bancorp (FDBC) as of Q3 2023, up from 45 in Q2 2023.
- Funds reported $47.5M of Fidelity D&D Bancorp stock for Q3 2023, up 3.1% quarter-over-quarter.
- 7 funds opened new Fidelity D&D Bancorp positions in Q3 2023 and 3 closed out, a net change of +4 holders.
- The largest Fidelity D&D Bancorp buyer in Q3 2023 was Creative Planning, an estimated $1.91M added.
- The largest Fidelity D&D Bancorp seller in Q3 2023 was First Trust Advisors, an estimated $605K sold.
Based on aggregated 13F filings for Q3 2023.