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Fidelity D&D Bancorp

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

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

225% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 8

11% more funds holding

Funds holding: 5359 (+6)

6% more capital invested

Capital invested by funds: $58.2M → $61.6M (+$3.36M)

1.48% more ownership

Funds ownership: 20.55%22.03% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
0.78%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$14.7M +$587K +11,203 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.5M +$1.07M +20,454 +9%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$5.35M -$19K -362 -0.3%
FDDB
4
Fidelity D&D Bancorp
Pennsylvania
$4.7M
State Street
5
State Street
Massachusetts
$3.64M +$175K +3,337 +5%
Creative Planning
6
Creative Planning
Kansas
$1.99M
Northern Trust
7
Northern Trust
Illinois
$1.86M -$50K -954 -2%
LSWP
8
Liberty Square Wealth Partners
Pennsylvania
$1.62M +$1.91M +36,414 New
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.43M +$33.5K +639 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.38M -$159K -3,042 -10%
Stifel Financial
11
Stifel Financial
Missouri
$1.11M
JP Morgan Chase
12
JP Morgan Chase
New York
$994K +$602K +11,488 +129%
Goldman Sachs
13
Goldman Sachs
New York
$792K +$197K +3,765 +30%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$705K +$13.6K +260 +2%
Morgan Stanley
15
Morgan Stanley
New York
$646K -$84.1K -1,604 -11%
Charles Schwab
16
Charles Schwab
California
$635K
Citadel Advisors
17
Citadel Advisors
Florida
$568K +$97.2K +1,853 +19%
Renaissance Technologies
18
Renaissance Technologies
New York
$503K +$15.7K +300 +3%
N
19
Nuveen
North Carolina
$443K
Barclays
20
Barclays
United Kingdom
$439K +$48.8K +930 +12%
LAM
21
Lewis Asset Management
California
$430K +$105 +2 +0%
Truist Financial
22
Truist Financial
North Carolina
$403K
JCM
23
Jacobi Capital Management
Pennsylvania
$388K -$424K -8,094 -50%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$376K +$55.4K +1,056 +16%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$355K +$2.46K +47 +0.6%

FDBC Hedge Fund Activity: Q4 2024 in Review

59 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Fidelity D&D Bancorp (FDBC) for Q4 2024, worth a combined $61.6M — up 5.8% from $58.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FDBC positions and 1 closed out — a net gain of 6 holders — while 26 added to existing stakes and 8 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.07M. The largest seller was Jacobi Capital Management, cutting an estimated $424K.

  • 59 institutional investors held Fidelity D&D Bancorp (FDBC) as of Q4 2024, up from 53 in Q3 2024.
  • Funds reported $61.6M of Fidelity D&D Bancorp stock for Q4 2024, up 5.8% quarter-over-quarter.
  • 7 funds opened new Fidelity D&D Bancorp positions in Q4 2024 and 1 closed out, a net change of +6 holders.
  • The largest Fidelity D&D Bancorp buyer in Q4 2024 was Vanguard Group, an estimated $1.07M added.
  • The largest Fidelity D&D Bancorp seller in Q4 2024 was Jacobi Capital Management, an estimated $424K sold.

Based on aggregated 13F filings for Q4 2024.