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FS Bancorp

76 hedge funds and large institutions have $157M invested in FS Bancorp in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 7876 (-2)

8% less capital invested

Capital invested by funds: $171M → $157M (-$13.5M)

24% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 29

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

55.86% less ownership

Funds ownership: 113.57%57.71% (-56%)

Holders
76
Holders Change
-2
Holders Change %
-2.56%
% of All Funds
1.33%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
5
Increased
22
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$853K -$885K -25,755 -51%
JP Morgan Chase
27
JP Morgan Chase
New York
$840K -$241K -7,023 -22%
Wells Fargo
28
Wells Fargo
California
$811K +$59.6K +1,735 +8%
American Century Companies
29
American Century Companies
Missouri
$793K +$103K +2,988 +15%
N
30
Nuveen
North Carolina
$764K -$53.6K -1,560 -7%
Bank of America
31
Bank of America
North Carolina
$752K -$26.3K -767 -3%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$694K -$34 -1 -0%
Charles Schwab
33
Charles Schwab
California
$652K
Barclays
34
Barclays
United Kingdom
$610K +$66.8K +1,945 +12%
BFIM
35
Beese Fulmer Investment Management
Ohio
$581K
Russell Investments Group
36
Russell Investments Group
United Kingdom
$575K -$171K -4,970 -23%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$512K
Two Sigma Advisers
38
Two Sigma Advisers
New York
$495K +$491K +14,300 New
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$488K +$107K +3,106 +28%
Goldman Sachs
40
Goldman Sachs
New York
$422K +$1.27K +37 +0.3%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$421K -$149K -4,331 -26%
MAM
42
Martingale Asset Management
Massachusetts
$417K +$97.3K +2,834 +31%
Invesco
43
Invesco
Georgia
$406K +$36K +1,047 +10%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$405K +$37.8K +1,102 +10%
Millennium Management
45
Millennium Management
New York
$402K -$237K -6,895 -37%
Creative Planning
46
Creative Planning
Kansas
$381K +$378K +11,008 New
Ameriprise
47
Ameriprise
Minnesota
$316K -$9.27K -270 -3%
Two Sigma Investments
48
Two Sigma Investments
New York
$312K +$310K +9,026 New
SEI Investments
49
SEI Investments
Pennsylvania
$295K -$140K -4,070 -32%
DMK
50
David M. Knott
$253K +$5.01K +146 +2%

FSBW Hedge Fund Activity: Q3 2021 in Review

76 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in FS Bancorp (FSBW) for Q3 2021, worth a combined $157M — down 7.9% from $171M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FSBW and 5 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 22 added.

The largest buyer was EJF Capital, adding an estimated $1.35M. The largest seller was Cornercap Investment Counsel, exiting entirely with an estimated $1.32M sold.

  • 76 institutional investors held FS Bancorp (FSBW) as of Q3 2021, down from 78 in Q2 2021.
  • Funds reported $157M of FS Bancorp stock for Q3 2021, down 7.9% quarter-over-quarter.
  • 5 funds opened new FS Bancorp positions in Q3 2021 and 7 closed out, a net change of -2 holders.
  • The largest FS Bancorp buyer in Q3 2021 was EJF Capital, an estimated $1.35M added.
  • The largest FS Bancorp seller in Q3 2021 was Cornercap Investment Counsel, an estimated $1.32M sold.

Based on aggregated 13F filings for Q3 2021.