We are live on ! Find out more
FSBW icon

FS Bancorp

76 hedge funds and large institutions have $165M invested in FS Bancorp in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

3.58% more ownership

Funds ownership: 58.35%61.92% (+3.6%)

1% more funds holding

Funds holding: 7576 (+1)

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $168M → $165M (-$2.73M)

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
25
Reduced
23
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$220K +$58.3K +1,698 +37%
DMKJ
52
David M. Knott Jr
$152K
MIM
53
MetLife Investment Management
New Jersey
$124K
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$116K
AIG
55
American International Group
New York
$113K -$962 -28 -0.8%
Bank of America
56
Bank of America
North Carolina
$111K -$317K -9,221 -74%
Deutsche Bank
57
Deutsche Bank
Germany
$100K
Lazard Asset Management
58
Lazard Asset Management
New York
$79K +$30.8K +897 +64%
Wells Fargo
59
Wells Fargo
California
$79K +$10.1K +293 +15%
Ohio Public Employees Retirement System (OPERS)
60
Ohio Public Employees Retirement System (OPERS)
Ohio
$71.2K -$3.06K -89 -4%
Citigroup
61
Citigroup
New York
$42.2K +$9.27K +270 +29%
CCM
62
Copeland Capital Management
Pennsylvania
$32.9K +$515 +15 +2%
ME
63
McIlrath & Eck
Washington
$24.3K
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$23.1K -$14.6K -425 -39%
Legal & General Group
65
Legal & General Group
United Kingdom
$22.8K
AIP
66
Ameritas Investment Partners
Nebraska
$19K
FFWA
67
FRG Family Wealth Advisors
Washington
$18.6K +$20.5K +597 New
MLICM
68
Metropolitan Life Insurance Company (MetLife)
New York
$12.8K
Fidelity Investments
69
Fidelity Investments
Massachusetts
$12.4K +$6.04K +176 +97%
AB
70
Amalgamated Bank
New York
$8K -$14.6K -425 -66%
Federated Hermes
71
Federated Hermes
Pennsylvania
$1.8K -$3.09K -90 -63%
C
72
Covestor
United Kingdom
$1K -$412 -12 -38%
Russell Investments Group
73
Russell Investments Group
United Kingdom
$769
Allspring Global Investments
74
Allspring Global Investments
North Carolina
$590 +$309 +9 +113%
GI
75
GAMMA Investing
California
$382 +$378 +11 New

FSBW Hedge Fund Activity: Q1 2024 in Review

76 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FS Bancorp (FSBW) for Q1 2024, worth a combined $165M — down 1.6% from $168M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FSBW positions and 3 closed out — a net gain of 1 holder — while 25 added to existing stakes and 23 trimmed.

The largest buyer was Invesco, adding an estimated $505K. The largest seller was Morgan Stanley, cutting an estimated $1.57M.

  • 76 institutional investors held FS Bancorp (FSBW) as of Q1 2024, up from 75 in Q4 2023.
  • Funds reported $165M of FS Bancorp stock for Q1 2024, down 1.6% quarter-over-quarter.
  • 4 funds opened new FS Bancorp positions in Q1 2024 and 3 closed out, a net change of +1 holder.
  • The largest FS Bancorp buyer in Q1 2024 was Invesco, an estimated $505K added.
  • The largest FS Bancorp seller in Q1 2024 was Morgan Stanley, an estimated $1.57M sold.

Based on aggregated 13F filings for Q1 2024.