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Fidelity D&D Bancorp
FDBC

Overview Fund Activity

51 hedge funds and large institutions have $53.6M invested in Fidelity D&D Bancorp in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-3
Holders Change %
-5.56%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
14
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$365K
2
Vanguard Group
Vanguard Group
Pennsylvania
$11M
3
Geode Capital Management
Geode Capital Management
Massachusetts
$4.96M
4
Invesco
Invesco
Georgia
$473K
5
LAM
Lewis Asset Management
California
$566K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$382K
2
BlackRock
BlackRock
New York
$13M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Bank of America
Bank of America
North Carolina
$202K
5
VC
Vicus Capital
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$13M -$557K -11,508 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$11M +$202K +4,163 +2%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$4.96M +$170K +3,513 +4%
FDDB
4
Fidelity D&D Bancorp
Pennsylvania
$4.94M -$121K -2,500 -2%
State Street
5
State Street
Massachusetts
$3.32M +$29K +598 +0.9%
Creative Planning
6
Creative Planning
Kansas
$1.98M – – –
Northern Trust
7
Northern Trust
Illinois
$1.92M -$19.8K -409 -1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.49M -$56.6K -1,168 -4%
JCM
9
Jacobi Capital Management
Pennsylvania
$1.12M -$127K -2,626 -10%
Stifel Financial
10
Stifel Financial
Missouri
$1.11M – – –
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$944K -$7.55K -156 -0.8%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$758K +$64.2K +1,326 +9%
Charles Schwab
13
Charles Schwab
California
$603K – – –
LAM
14
Lewis Asset Management
California
$566K +$73.4K +1,516 +15%
Invesco
15
Invesco
Georgia
$473K +$133K +2,745 +39%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$440K +$29.5K +609 +7%
Renaissance Technologies
17
Renaissance Technologies
New York
$426K +$4.84K +100 +1%
Truist Financial
18
Truist Financial
North Carolina
$400K – – –
Morgan Stanley
19
Morgan Stanley
New York
$382K -$665K -13,721 -64%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$365K +$215K +4,448 +144%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$349K +$9.4K +194 +3%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$338K -$3.05K -63 -0.9%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$322K – – –
ZIG
24
Zullo Investment Group
Pennsylvania
$300K – – –
NFG
25
Northeast Financial Group
Pennsylvania
$233K – – –
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