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Fidelity D&D Bancorp
FDBC

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
15
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$1.84M
2
State Street
State Street
Massachusetts
$2.87M
3
Vanguard Group
Vanguard Group
Pennsylvania
$9.94M
4
Invesco
Invesco
Georgia
$220K
5
Geode Capital Management
Geode Capital Management
Massachusetts
$4.24M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$0
2
SFI
Susquehanna Fundamental Investments
Pennsylvania
$0
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$320K
4
JCM
Jacobi Capital Management
Pennsylvania
$1.94M
5
Goldman Sachs
Goldman Sachs
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$11.1M +$4.54K +100 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.94M +$338K +7,434 +4%
FDDB
3
Fidelity D&D Bancorp
Pennsylvania
$4.92M +$4.92M +108,431 New
Geode Capital Management
4
Geode Capital Management
Massachusetts
$4.24M +$214K +4,706 +5%
State Street
5
State Street
Massachusetts
$2.87M +$465K +10,253 +19%
JCM
6
Jacobi Capital Management
Pennsylvania
$1.94M -$300K -6,616 -13%
Creative Planning
7
Creative Planning
Kansas
$1.84M +$1.84M +40,520 New
Northern Trust
8
Northern Trust
Illinois
$1.7M -$24.1K -530 -1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.38M +$9.31K +205 +0.7%
Stifel Financial
10
Stifel Financial
Missouri
$1.04M – – –
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$900K +$4.5K +99 +0.5%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$650K – – –
Charles Schwab
13
Charles Schwab
California
$565K – – –
Renaissance Technologies
14
Renaissance Technologies
New York
$395K +$18.2K +400 +5%
Truist Financial
15
Truist Financial
North Carolina
$375K – – –
Bank of America
16
Bank of America
North Carolina
$344K +$104K +2,290 +43%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$320K -$313K -6,881 -49%
ZIG
18
Zullo Investment Group
Pennsylvania
$304K – – –
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$302K – – –
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$280K – – –
Invesco
21
Invesco
Georgia
$220K +$220K +4,853 New
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$220K +$11.4K +250 +5%
NFG
23
Northeast Financial Group
Pennsylvania
$218K – – –
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$167K +$6.46K +142 +4%
Morgan Stanley
25
Morgan Stanley
New York
$161K -$49.7K -1,094 -24%
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