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Fidelity D&D Bancorp
FDBC

Overview Fund Activity

50 hedge funds and large institutions have $49.7M invested in Fidelity D&D Bancorp in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
18
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$12.3M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.36M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$261K
4
Jane Street
Jane Street
New York
$249K
5
Geode Capital Management
Geode Capital Management
Massachusetts
$4.72M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$92.1K
2
AWAP
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$0
3
UBS Group
UBS Group
Switzerland
$64.3K
4
FDDB
Fidelity D&D Bancorp
Pennsylvania
$4.34M
5
Invesco
Invesco
Georgia
$315K
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$12.3M +$559K +12,761 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.1M +$135K +3,073 +1%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$4.72M +$239K +5,452 +5%
FDDB
4
Fidelity D&D Bancorp
Pennsylvania
$4.34M -$126K -2,884 -3%
State Street
5
State Street
Massachusetts
$3.02M +$15.1K +344 +0.5%
Creative Planning
6
Creative Planning
Kansas
$1.79M – – –
Northern Trust
7
Northern Trust
Illinois
$1.67M -$67.8K -1,547 -4%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.42M +$80.2K +1,830 +6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.36M +$505K +11,540 +59%
Stifel Financial
10
Stifel Financial
Missouri
$1M – – –
JCM
11
Jacobi Capital Management
Pennsylvania
$959K -$58.1K -1,327 -6%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$607K -$78.1K -1,783 -11%
Charles Schwab
13
Charles Schwab
California
$570K +$25.2K +575 +5%
LAM
14
Lewis Asset Management
California
$430K -$82.7K -1,887 -16%
Renaissance Technologies
15
Renaissance Technologies
New York
$425K +$39.4K +900 +10%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$398K – – –
Truist Financial
17
Truist Financial
North Carolina
$362K – – –
RhumbLine Advisers
18
RhumbLine Advisers
Massachusetts
$327K +$11.3K +259 +4%
Invesco
19
Invesco
Georgia
$315K -$113K -2,590 -27%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$306K – – –
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$292K – – –
Morgan Stanley
22
Morgan Stanley
New York
$287K -$58.3K -1,332 -17%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$261K +$261K +5,948 New
ZIG
24
Zullo Investment Group
Pennsylvania
$260K -$11K -250 -4%
Jane Street
25
Jane Street
New York
$249K +$249K +5,688 New
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