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Hawthorn Bancshares

25 hedge funds and large institutions have $36.5M invested in Hawthorn Bancshares in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

10% more capital invested

Capital invested by funds: $33.4M → $36.5M (+$3.17M)

5.29% more ownership

Funds ownership: 29.64%34.94% (+5.3%)

4% more funds holding

Funds holding: 2425 (+1)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECA
1
Endeavour Capital Advisors
Connecticut
$9.05M -$263K -14,025 -3%
PCA
2
PL Capital Advisors
Florida
$5M +$52.7K +2,806 +1%
GJL
3
Gendell Jeffrey L
$4.48M -$306K -16,311 -6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.82M +$2.6M +138,561 +169%
FCM
5
FJ Capital Management
Virginia
$3.43M +$3.16M +168,141 +557%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$2.52M +$196K +10,429 +8%
ROC
7
River Oaks Capital
Minnesota
$1.9M -$44.7K -2,379 -2%
BCM
8
Bridgeway Capital Management
Texas
$1.26M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.07M
SC
10
Southside Capital
Florida
$868K +$875K +46,610 New
RC
11
RBF Capital
California
$686K
PH
12
Pinnacle Holdings
Oklahoma
$573K
State Street
13
State Street
Massachusetts
$403K +$153K +8,133 +54%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$338K
BCM
15
BHZ Capital Management
California
$311K -$38K -2,023 -10%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$286K
BlackRock
17
BlackRock
New York
$141K +$35.6K +1,896 +30%
Deutsche Bank
18
Deutsche Bank
Germany
$130K -$110K -5,874 -44%
Wells Fargo
19
Wells Fargo
California
$125K +$14.4K +767 +12%
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$84K +$91.6K +4,879 New
CTC
21
Central Trust Company
Missouri
$47K
TRCT
22
Tower Research Capital (TRC)
New York
$11K -$4.68K -249 -28%
EWM
23
Executive Wealth Management
Michigan
$7K +$7.49K +399 New
Morgan Stanley
24
Morgan Stanley
New York
$2K -$17.2K -914 -91%
Renaissance Technologies
25
Renaissance Technologies
New York
-$259K -13,875 Closed

HWBK Hedge Fund Activity: Q4 2018 in Review

25 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Hawthorn Bancshares (HWBK) for Q4 2018, worth a combined $36.5M — up 9.5% from $33.4M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new HWBK positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 8 trimmed.

The largest buyer was FJ Capital Management, adding an estimated $3.16M. The largest seller was Gendell Jeffrey L, cutting an estimated $306K.

  • 25 institutional investors held Hawthorn Bancshares (HWBK) as of Q4 2018, up from 24 in Q3 2018.
  • Funds reported $36.5M of Hawthorn Bancshares stock for Q4 2018, up 9.5% quarter-over-quarter.
  • 3 funds opened new Hawthorn Bancshares positions in Q4 2018 and 2 closed out, a net change of +1 holder.
  • The largest Hawthorn Bancshares buyer in Q4 2018 was FJ Capital Management, an estimated $3.16M added.
  • The largest Hawthorn Bancshares seller in Q4 2018 was Gendell Jeffrey L, an estimated $306K sold.

Based on aggregated 13F filings for Q4 2018.