FS Bancorp
FSBW
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.
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: 78 → 79 (+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: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TG
TCW Group
Los Angeles,
California
|
+$707K |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$656K |
| 3 |
BlackRock
New York
|
+$489K |
| 4 |
State Street
Boston,
Massachusetts
|
+$342K |
| 5 |
PRCP
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
|
+$298K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
BHZ Capital Management
San Jose,
California
|
-$1.64M |
| 2 |
Morgan Stanley
New York
|
-$597K |
| 3 |
Millennium Management
New York
|
-$289K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$281K |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$267K |
FSBW Hedge Fund Activity: Q3 2023 in Review
79 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in FS Bancorp (FSBW) for Q3 2023, worth a combined $135M — down 2.5% from $138M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FSBW positions and 3 closed out — a net gain of 2 holders — while 24 added to existing stakes and 20 trimmed.
The largest buyer was TCW Group, adding an estimated $707K. The largest seller was BHZ Capital Management, cutting an estimated $1.64M.
- 79 institutional investors held FS Bancorp (FSBW) as of Q3 2023, up from 78 in Q2 2023.
- Funds reported $135M of FS Bancorp stock for Q3 2023, down 2.5% quarter-over-quarter.
- 5 funds opened new FS Bancorp positions in Q3 2023 and 3 closed out, a net change of +2 holders.
- The largest FS Bancorp buyer in Q3 2023 was TCW Group, an estimated $707K added.
- The largest FS Bancorp seller in Q3 2023 was BHZ Capital Management, an estimated $1.64M sold.
Based on aggregated 13F filings for Q3 2023.