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FS Bancorp

79 hedge funds and large institutions have $135M invested in FS Bancorp in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

1% more funds holding

Funds holding: 7879 (+1)

0.43% less ownership

Funds ownership: 59.29%58.86% (-0.43%)

2% less capital invested

Capital invested by funds: $138M → $135M (-$3.44M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
79
Holders Change
+1
Holders Change %
+1.28%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
5
Increased
24
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EF
26
Empowered Funds
Pennsylvania
$757K +$63K +2,054 +9%
Morgan Stanley
27
Morgan Stanley
New York
$727K -$597K -19,460 -44%
Millennium Management
28
Millennium Management
New York
$722K -$289K -9,399 -28%
Barclays
29
Barclays
United Kingdom
$705K -$105K -3,411 -12%
First Trust Advisors
30
First Trust Advisors
Illinois
$631K +$656K +21,375 New
Charles Schwab
31
Charles Schwab
California
$541K
CIC
32
Cornercap Investment Counsel
Georgia
$523K -$7.15K -233 -1%
BFIM
33
Beese Fulmer Investment Management
Ohio
$495K
CSC
34
Caldwell Sutter Capital
California
$486K
Invesco
35
Invesco
Georgia
$461K +$155K +5,051 +48%
PAM
36
Panagora Asset Management
Massachusetts
$440K +$188K +6,121 +70%
DA
37
Denali Advisors
California
$381K
Two Sigma Investments
38
Two Sigma Investments
New York
$372K -$95.2K -3,100 -20%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$357K -$123K -4,000 -25%
Creative Planning
40
Creative Planning
Kansas
$325K
Ameriprise
41
Ameriprise
Minnesota
$317K
GC
42
Globeflex Capital
California
$317K -$25.5K -830 -7%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$298K -$110K -3,574 -26%
CGL
44
Clarius Group LLC
Washington
$295K
SFI
45
Susquehanna Fundamental Investments
Pennsylvania
$292K -$196K -6,399 -39%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$279K -$66.3K -2,159 -19%
Bank of America
47
Bank of America
North Carolina
$255K +$106K +3,446 +66%
N
48
Nuveen
North Carolina
$242K
OSAM
49
O'Shaughnessy Asset Management
Connecticut
$232K +$11.9K +389 +5%
First Manhattan
50
First Manhattan
New York
$207K