Fidelity D&D Bancorp
FDBC
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.
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: 50 → 53 (+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: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$616K |
| 2 |
BlackRock
New York
|
+$464K |
| 3 |
Morgan Stanley
New York
|
+$410K |
| 4 |
JP Morgan Chase
New York
|
+$335K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$284K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$315K |
| 2 |
JCM
Jacobi Capital Management
Pittston,
Pennsylvania
|
-$290K |
| 3 |
Jane Street
New York
|
-$249K |
| 4 |
Bank of New York Mellon
New York
|
-$187K |
| 5 |
FDDB
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
|
-$133K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCM
51
Sterling Capital Management
Charlotte,
North Carolina
| $740 | +$741 | +15 | New |
|
|
CPA
52
Capital Performance Advisors
Walnut Creek,
California
| $493 | +$494 | +10 | New |
|
|
GI
53
GAMMA Investing
Foster City,
California
| $148 | +$148 | +3 | New |
|
|
54
Invesco
Atlanta,
Georgia
| – | -$315K | -7,181 | Closed |
|
|
55
Jane Street
New York
| – | -$249K | -5,688 | Closed |
|
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.