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Fidelity D&D Bancorp
FDBC

Overview Fund Activity

54 hedge funds and large institutions have $66.8M invested in Fidelity D&D Bancorp in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+6
Holders Change %
+12.5%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
21
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$16.2M
2
Morgan Stanley
Morgan Stanley
New York
$1.25M
3
Citadel Advisors
Citadel Advisors
Florida
$506K
4
Barclays
Barclays
United Kingdom
$398K
5
Geode Capital Management
Geode Capital Management
Massachusetts
$5.74M

Top Sellers

1
JCM
Jacobi Capital Management
Pennsylvania
$1.5M
2
FDDB
Fidelity D&D Bancorp
Pennsylvania
$6.06M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$80.1K
4
ZIG
Zullo Investment Group
Pennsylvania
$359K
5
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$44.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$16.2M +$2.09M +35,936 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$13M +$259K +4,461 +2%
FDDB
3
Fidelity D&D Bancorp
Pennsylvania
$6.06M -$230K -3,965 -4%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$5.74M +$313K +5,393 +6%
State Street
5
State Street
Massachusetts
$3.95M +$281K +4,836 +8%
Creative Planning
6
Creative Planning
Kansas
$2.37M +$16K +276 +0.7%
Northern Trust
7
Northern Trust
Illinois
$2.32M +$155K +2,664 +7%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.85M +$84K +1,447 +5%
JCM
9
Jacobi Capital Management
Pennsylvania
$1.5M -$974K -16,778 -39%
Stifel Financial
10
Stifel Financial
Missouri
$1.33M – – –
Morgan Stanley
11
Morgan Stanley
New York
$1.25M +$1.05M +18,059 +509%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.14M -$9.46K -163 -0.8%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$831K – – –
Charles Schwab
14
Charles Schwab
California
$722K +$406 +7 +0.1%
Bank of America
15
Bank of America
North Carolina
$605K +$166K +2,859 +38%
LAM
16
Lewis Asset Management
California
$591K +$591K +10,180 New
Citadel Advisors
17
Citadel Advisors
Florida
$506K +$506K +8,726 New
Renaissance Technologies
18
Renaissance Technologies
New York
$505K – – –
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$492K +$133K +2,294 +37%
Truist Financial
20
Truist Financial
North Carolina
$479K – – –
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$409K – – –
Invesco
22
Invesco
Georgia
$408K +$126K +2,173 +45%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$407K +$126K +2,168 +45%
Barclays
24
Barclays
United Kingdom
$398K +$320K +5,525 +407%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$386K – – –
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