Fidelity D&D Bancorp
FDBC
38 hedge funds and large institutions have $26.5M invested in Fidelity D&D Bancorp in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 5 closing their positions.
157% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 7
0.32% more ownership
Funds ownership: 11.44% → 11.76% (+0.32%)
4% less capital invested
Capital invested by funds: $27.6M → $26.5M (-$1.11M)
3% less funds holding
Funds holding: 39 → 38 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$428K |
| 2 |
AFM
Andesa Financial Management
Allentown,
Pennsylvania
|
+$418K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$225K |
| 4 |
SG Americas Securities
New York
|
+$122K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$96.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$254K |
| 2 |
Morgan Stanley
New York
|
-$229K |
| 3 |
CB
Community Bank
Dewitt,
New York
|
-$90.1K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$28.7K |
| 5 |
JCM
Jacobi Capital Management
Pittston,
Pennsylvania
|
-$26K |
FDBC Hedge Fund Activity: Q1 2019 in Review
38 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Fidelity D&D Bancorp (FDBC) for Q1 2019, worth a combined $26.5M — down 4% from $27.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of FDBC and 4 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 18 added.
The largest buyer was Vanguard Group, adding an estimated $428K. The largest seller was First Trust Advisors, exiting entirely with an estimated $254K sold.
- 38 institutional investors held Fidelity D&D Bancorp (FDBC) as of Q1 2019, down from 39 in Q4 2018.
- Funds reported $26.5M of Fidelity D&D Bancorp stock for Q1 2019, down 4% quarter-over-quarter.
- 4 funds opened new Fidelity D&D Bancorp positions in Q1 2019 and 5 closed out, a net change of -1 holder.
- The largest Fidelity D&D Bancorp buyer in Q1 2019 was Vanguard Group, an estimated $428K added.
- The largest Fidelity D&D Bancorp seller in Q1 2019 was First Trust Advisors, an estimated $254K sold.
Based on aggregated 13F filings for Q1 2019.