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FS Bancorp
FSBW

69 hedge funds and large institutions have $102M invested in FS Bancorp in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

30% more funds holding

Funds holding: 53 → 69 (+16)

26% more capital invested

Capital invested by funds: $81M → $102M (+$21.4M)

14.83% more ownership

Funds ownership: 87.08% → 101.91% (+15%)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

Holders
69
Holders Change
+16
Holders Change %
+30.19%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
22
Increased
18
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$3.52M
2
AL
AJO LP
Pennsylvania
+$2.55M
3
CAM
ClariVest Asset Management
California
+$1.45M
4
Millennium Management
Millennium Management
New York
+$1.33M
5
Renaissance Technologies
Renaissance Technologies
New York
+$1.32M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$3.88M
2
CRC
Curi RMB Capital
Illinois
-$3.21M
3
MCM
Maltese Capital Management
New York
-$1.37M
4
ZIM
ZPR Investment Management
Florida
-$501K
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$473K
Name Holding Trade Value Shares
Change 		Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$960K -$15.2K -552 -2%
LSV Asset Management
27
LSV Asset Management
Illinois
$944K – – –
CIC
28
Cornercap Investment Counsel
Georgia
$748K +$754K +27,420 New
AllianceBernstein
29
AllianceBernstein
Tennessee
$741K – – –
NI
30
Numeric Investors
Massachusetts
$688K +$479K +17,412 +223%
ROC
31
River Oaks Capital
Minnesota
$677K – – –
Stifel Financial
32
Stifel Financial
Missouri
$655K – – –
EI
33
EAM Investors
California
$633K – – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$616K +$289K +10,500 +87%
BCM
35
Bridgeway Capital Management
Texas
$614K +$2.75K +100 +0.4%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$612K +$617K +22,452 New
SIM
37
Spark Investment Management
New York
$605K -$192K -7,000 -24%
JP Morgan Chase
38
JP Morgan Chase
New York
$577K +$85.7K +3,118 +17%
Two Sigma Investments
39
Two Sigma Investments
New York
$511K +$515K +18,722 New
SCP
40
Seizert Capital Partners
Michigan
$510K -$413K -15,024 -45%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$509K +$156K +5,684 +44%
Northern Trust
42
Northern Trust
Illinois
$481K +$123K +4,462 +34%
GC
43
Globeflex Capital
California
$466K +$470K +17,078 New
OSAM
44
O'Shaughnessy Asset Management
Connecticut
$428K +$1.26K +46 +0.3%
WCM
45
Wedge Capital Management
North Carolina
$377K – – –
WS
46
Wedbush Securities
California
$366K -$448K -16,306 -55%
Morgan Stanley
47
Morgan Stanley
New York
$356K -$2.75K -100 -0.8%
Jacobs Levy Equity Management
48
Jacobs Levy Equity Management
New Jersey
$332K +$334K +12,156 New
BCM
49
BlueCrest Capital Management
Jersey
$283K +$285K +10,360 New
MCM
50
Matarin Capital Management
New York
$253K +$255K +9,278 New
1
2
3

FSBW Hedge Fund Activity: Q4 2017 in Review

69 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in FS Bancorp (FSBW) for Q4 2017, worth a combined $102M — up 26% from $81M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FSBW positions and 6 closed out — a net gain of 16 holders — while 18 added to existing stakes and 18 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.52M. The largest seller was Wellington Management Group, cutting an estimated $3.88M.

  • 69 institutional investors held FS Bancorp (FSBW) as of Q4 2017, up from 53 in Q3 2017.
  • Funds reported $102M of FS Bancorp stock for Q4 2017, up 26% quarter-over-quarter.
  • 22 funds opened new FS Bancorp positions in Q4 2017 and 6 closed out, a net change of +16 holders.
  • The largest FS Bancorp buyer in Q4 2017 was Vanguard Group, an estimated $3.52M added.
  • The largest FS Bancorp seller in Q4 2017 was Wellington Management Group, an estimated $3.88M sold.

Based on aggregated 13F filings for Q4 2017.