Fidelity D&D Bancorp
FDBC
36 hedge funds and large institutions have $39.9M invested in Fidelity D&D Bancorp in 2021 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 18 reducing their positions, and 3 closing their positions.
0.42% less ownership
Funds ownership: 15.16% → 14.74% (-0.42%)
5% less funds holding
Funds holding: 38 → 36 (-2)
15% less capital invested
Capital invested by funds: $47M → $39.9M (-$7.11M)
56% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 18
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
+$329K |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$310K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$86.4K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$63.6K |
| 5 |
BlackRock
New York
|
+$55.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$440K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$391K |
| 3 |
California Public Employees Retirement System
Sacramento,
California
|
-$351K |
| 4 |
State Street
Boston,
Massachusetts
|
-$284K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$203K |
FDBC Hedge Fund Activity: Q2 2021 in Review
36 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Fidelity D&D Bancorp (FDBC) for Q2 2021, worth a combined $39.9M — down 15% from $47M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of FDBC and 1 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 8 added.
The largest buyer was Berkshire Asset Management, opening a new position worth an estimated $329K. The largest seller was JP Morgan Chase, cutting an estimated $440K.
- 36 institutional investors held Fidelity D&D Bancorp (FDBC) as of Q2 2021, down from 38 in Q1 2021.
- Funds reported $39.9M of Fidelity D&D Bancorp stock for Q2 2021, down 15% quarter-over-quarter.
- 1 fund opened new Fidelity D&D Bancorp positions in Q2 2021 and 3 closed out, a net change of -2 holders.
- The largest Fidelity D&D Bancorp buyer in Q2 2021 was Berkshire Asset Management, an estimated $329K added.
- The largest Fidelity D&D Bancorp seller in Q2 2021 was JP Morgan Chase, an estimated $440K sold.
Based on aggregated 13F filings for Q2 2021.