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FS Bancorp
FSBW

89 hedge funds and large institutions have $171M invested in FS Bancorp in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 3

61% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 18

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

25% more capital invested

Capital invested by funds: $137M → $171M (+$34.8M)

20% more funds holding

Funds holding: 74 → 89 (+15)

4.57% more ownership

Funds ownership: 116.22% → 120.79% (+4.6%)

Holders
89
Holders Change
+15
Holders Change %
+20.27%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
19
Increased
29
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HIM
Hillsdale Investment Management
Ontario, Canada
+$1.87M
2
GC
Globeflex Capital
California
+$1.44M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.25M
4
WCM
Wedge Capital Management
North Carolina
+$1.05M
5
BPM
Bowling Portfolio Management
Ohio
+$990K

Top Sellers

1
SV
Stilwell Value
New York
-$3.11M
2
EC
EJF Capital
Virginia
-$2.27M
3
BCM
BHZ Capital Management
California
-$1.26M
4
Bank of America
Bank of America
North Carolina
-$1.02M
5
N
Nuveen
North Carolina
-$419K
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
26
Globeflex Capital
California
$1.58M +$1.44M +49,632 New
CIC
27
Cornercap Investment Counsel
Georgia
$1.29M -$15.5K -534 -1%
CAM
28
ClariVest Asset Management
California
$1.28M -$17.4K -600 -1%
EVC
29
Eidelman Virant Capital
Missouri
$1.16M -$11.6K -400 -1%
WCM
30
Wedge Capital Management
North Carolina
$1.16M +$1.05M +36,300 New
BPM
31
Bowling Portfolio Management
Ohio
$1.09M +$990K +34,140 New
BCM
32
Bridgeway Capital Management
Texas
$1.08M – – –
Stifel Financial
33
Stifel Financial
Missouri
$1.08M – – –
Wells Fargo
34
Wells Fargo
California
$1.08M -$94.3K -3,254 -9%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$1.06M +$902K +31,102 +1,406%
TA
36
Teton Advisors
New York
$1.02M -$104K -3,600 -10%
OAM
37
Oxford Asset Management
United Kingdom
$1.01M -$12.2K -420 -1%
Invesco
38
Invesco
Georgia
$963K -$3.71K -128 -0.4%
HighTower Advisors
39
HighTower Advisors
Illinois
$921K – – –
First Trust Advisors
40
First Trust Advisors
Illinois
$746K +$130K +4,494 +24%
Bessemer Group
41
Bessemer Group
New Jersey
$740K +$52.2K +1,800 +8%
LSV Asset Management
42
LSV Asset Management
Illinois
$695K +$5.8K +200 +0.9%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$687K +$306K +10,554 +96%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$639K -$232K -8,000 -29%
Charles Schwab
45
Charles Schwab
California
$602K – – –
Arrowstreet Capital
46
Arrowstreet Capital
Massachusetts
$586K +$533K +18,370 New
Goldman Sachs
47
Goldman Sachs
New York
$515K +$468K +16,158 New
BFIM
48
Beese Fulmer Investment Management
Ohio
$465K – – –
Ameriprise
49
Ameriprise
Minnesota
$427K – – –
N
50
Nuveen
North Carolina
$393K -$419K -14,444 -54%
1
2
3 4

FSBW Hedge Fund Activity: Q4 2019 in Review

89 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in FS Bancorp (FSBW) for Q4 2019, worth a combined $171M — up 25% from $137M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FSBW positions and 3 closed out — a net gain of 16 holders — while 29 added to existing stakes and 18 trimmed.

The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $1.87M. The largest seller was Stilwell Value, cutting an estimated $3.11M.

  • 89 institutional investors held FS Bancorp (FSBW) as of Q4 2019, up from 74 in Q3 2019.
  • Funds reported $171M of FS Bancorp stock for Q4 2019, up 25% quarter-over-quarter.
  • 19 funds opened new FS Bancorp positions in Q4 2019 and 3 closed out, a net change of +16 holders.
  • The largest FS Bancorp buyer in Q4 2019 was Hillsdale Investment Management, an estimated $1.87M added.
  • The largest FS Bancorp seller in Q4 2019 was Stilwell Value, an estimated $3.11M sold.

Based on aggregated 13F filings for Q4 2019.