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FS Bancorp

68 hedge funds and large institutions have $92.1M invested in FS Bancorp in 2020 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 24

6.03% less ownership

Funds ownership: 120.79%114.75% (-6%)

24% less funds holding

Funds holding: 8968 (-21)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

46% less capital invested

Capital invested by funds: $171M → $92.1M (-$79.3M)

91% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 22

Holders
68
Holders Change
-21
Holders Change %
-23.6%
% of All Funds
1.5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
2
Increased
24
Reduced
24
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EVC
26
Eidelman Virant Capital
Missouri
$644K -$14.8K -590 -2%
Stifel Financial
27
Stifel Financial
Missouri
$612K
MAM
28
Martingale Asset Management
Massachusetts
$595K -$527K -21,010 -39%
TA
29
Teton Advisors
New York
$578K
BPM
30
Bowling Portfolio Management
Ohio
$566K -$67.2K -2,680 -8%
LSV Asset Management
31
LSV Asset Management
Illinois
$561K +$236K +9,400 +43%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$539K +$617K +24,576 +439%
HighTower Advisors
33
HighTower Advisors
Illinois
$520K
BCM
34
Bridgeway Capital Management
Texas
$515K -$135K -5,400 -16%
Wells Fargo
35
Wells Fargo
California
$445K -$227K -9,062 -27%
N
36
Nuveen
North Carolina
$437K +$300K +11,970 +97%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$432K +$99.7K +3,972 +20%
Bessemer Group
38
Bessemer Group
New Jersey
$403K -$20.1K -800 -3%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$362K -$36.6K -1,458 -7%
First Trust Advisors
40
First Trust Advisors
Illinois
$355K -$92.1K -3,672 -16%
Charles Schwab
41
Charles Schwab
California
$340K
Millennium Management
42
Millennium Management
New York
$281K +$392K +15,618 New
BFIM
43
Beese Fulmer Investment Management
Ohio
$262K
Bank of America
44
Bank of America
North Carolina
$261K +$115K +4,580 +46%
Ameriprise
45
Ameriprise
Minnesota
$241K
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$224K +$3.56K +142 +1%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$210K
PAM
48
Panagora Asset Management
Massachusetts
$206K -$7.83K -312 -3%
Morgan Stanley
49
Morgan Stanley
New York
$156K -$83.7K -3,338 -28%
Deutsche Bank
50
Deutsche Bank
Germany
$154K -$34.9K -1,390 -14%

FSBW Hedge Fund Activity: Q1 2020 in Review

68 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in FS Bancorp (FSBW) for Q1 2020, worth a combined $92.1M — down 46% from $171M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of FSBW and 2 opened new positions — a net loss of 20 holders — while 24 trimmed existing stakes and 24 added.

The largest buyer was Vanguard Group, adding an estimated $3.09M. The largest seller was Emerald Mutual Fund Advisers Trust, exiting entirely with an estimated $4.24M sold.

  • 68 institutional investors held FS Bancorp (FSBW) as of Q1 2020, down from 89 in Q4 2019.
  • Funds reported $92.1M of FS Bancorp stock for Q1 2020, down 46% quarter-over-quarter.
  • 2 funds opened new FS Bancorp positions in Q1 2020 and 22 closed out, a net change of -20 holders.
  • The largest FS Bancorp buyer in Q1 2020 was Vanguard Group, an estimated $3.09M added.
  • The largest FS Bancorp seller in Q1 2020 was Emerald Mutual Fund Advisers Trust, an estimated $4.24M sold.

Based on aggregated 13F filings for Q1 2020.