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Fidelity D&D Bancorp
FDBC

Overview Fund Activity

59 hedge funds and large institutions have $61.6M invested in Fidelity D&D Bancorp in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+6
Holders Change %
+11.32%
% 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
7
Increased
26
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$12.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$994K
3
BlackRock
BlackRock
New York
$14.7M
4
Goldman Sachs
Goldman Sachs
New York
$792K
5
State Street
State Street
Massachusetts
$3.64M

Top Sellers

1
JCM
Jacobi Capital Management
Pennsylvania
$388K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$1.38M
3
Morgan Stanley
Morgan Stanley
New York
$646K
4
Northern Trust
Northern Trust
Illinois
$1.86M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$249K
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$14.7M +$547K +11,203 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.5M +$998K +20,454 +9%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$5.35M -$17.7K -362 -0.3%
FDDB
4
Fidelity D&D Bancorp
Pennsylvania
$4.7M – – –
State Street
5
State Street
Massachusetts
$3.64M +$163K +3,337 +5%
Creative Planning
6
Creative Planning
Kansas
$1.99M – – –
Northern Trust
7
Northern Trust
Illinois
$1.86M -$46.6K -954 -2%
LSWP
8
Liberty Square Wealth Partners
Pennsylvania
$1.62M +$1.62M +36,414 New
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.43M +$31.2K +639 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.38M -$148K -3,042 -10%
Stifel Financial
11
Stifel Financial
Missouri
$1.11M – – –
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$994K +$561K +11,488 +129%
Goldman Sachs
13
Goldman Sachs
New York
$792K +$184K +3,765 +30%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$705K +$12.7K +260 +2%
Morgan Stanley
15
Morgan Stanley
New York
$646K -$78.3K -1,604 -11%
Charles Schwab
16
Charles Schwab
California
$635K – – –
Citadel Advisors
17
Citadel Advisors
Florida
$568K +$90.4K +1,853 +19%
Renaissance Technologies
18
Renaissance Technologies
New York
$503K +$14.6K +300 +3%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$443K – – –
Barclays
20
Barclays
United Kingdom
$439K +$45.4K +930 +12%
LAM
21
Lewis Asset Management
California
$430K +$98 +2 +0%
Truist Financial
22
Truist Financial
North Carolina
$403K – – –
JCM
23
Jacobi Capital Management
Pennsylvania
$388K -$395K -8,094 -50%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$376K +$51.5K +1,056 +16%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$355K +$2.29K +47 +0.6%
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