FS Bancorp
FSBW
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.
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: 75 → 76 (+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: 2 → 2 (0)
2% less capital invested
Capital invested by funds: $168M → $165M (-$2.73M)
Top Buyers
| 1 |
Invesco
Atlanta,
Georgia
|
+$505K |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$377K |
| 3 |
State Street
Boston,
Massachusetts
|
+$337K |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$308K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$265K |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$1.57M |
| 2 |
BlackRock
New York
|
-$525K |
| 3 |
PRCP
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
-$455K |
| 4 |
BCM
BHZ Capital Management
San Jose,
California
|
-$378K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$317K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HIM
76
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$159K | -4,300 | Closed |
|
77
SG Americas Securities
New York
| – | -$119K | -3,224 | Closed |
|
|
TRCT
78
Tower Research Capital (TRC)
New York
| – | -$11.2K | -303 | Closed |
|
79
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$172 | +5 | 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.