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Hawthorn Bancshares

34 hedge funds and large institutions have $41.8M invested in Hawthorn Bancshares in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

0.23% less ownership

Funds ownership: 32.41%32.18% (-0.23%)

6% less funds holding

Funds holding: 3634 (-2)

8% less capital invested

Capital invested by funds: $45.5M → $41.8M (-$3.74M)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
34
Holders Change
-2
Holders Change %
-5.56%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
10
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Ategra Capital Management
Virginia
$8.53M
PCA
2
PL Capital Advisors
Florida
$7.74M
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.43M +$413 +19 +0%
AllianceBernstein
4
AllianceBernstein
Tennessee
$4.73M
ECA
5
Endeavour Capital Advisors
Connecticut
$2.02M -$26.5K -1,221 -1%
BCM
6
Bridgeway Capital Management
Texas
$1.68M +$85.8K +3,952 +5%
FCM
7
FJ Capital Management
Virginia
$1.5M +$2.78K +128 +0.2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.1M -$738 -34 -0.1%
MI
9
M3F Inc
Utah
$1M +$84.5K +3,891 +9%
PH
10
Pinnacle Holdings
Oklahoma
$921K
GJL
11
Gendell Jeffrey L
$860K -$1.76K -81 -0.2%
RC
12
RBF Capital
California
$830K
American Century Companies
13
American Century Companies
Missouri
$668K
SC
14
Sonen Capital
California
$612K
State Street
15
State Street
Massachusetts
$557K -$21K -966 -4%
BlackRock
16
BlackRock
New York
$538K +$2.69K +124 +0.5%
SFI
17
Susquehanna Fundamental Investments
Pennsylvania
$522K -$2.21K -102 -0.4%
Millennium Management
18
Millennium Management
New York
$469K -$218K -10,021 -31%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$396K +$391 +18 +0.1%
Northern Trust
20
Northern Trust
Illinois
$331K +$8.56K +394 +3%
ROC
21
River Oaks Capital
Minnesota
$327K -$38.1K -1,752 -10%
ICG
22
InterOcean Capital Group
Tennessee
$254K
Bank of New York Mellon
23
Bank of New York Mellon
New York
$248K +$5.1K +235 +2%
Morgan Stanley
24
Morgan Stanley
New York
$156K +$106K +4,877 +188%
LSV Asset Management
25
LSV Asset Management
Illinois
$134K

HWBK Hedge Fund Activity: Q4 2022 in Review

34 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Hawthorn Bancshares (HWBK) for Q4 2022, worth a combined $41.8M — down 8.2% from $45.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of HWBK and 2 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 10 added.

The largest buyer was Morgan Stanley, adding an estimated $106K. The largest seller was Millennium Management, cutting an estimated $218K.

  • 34 institutional investors held Hawthorn Bancshares (HWBK) as of Q4 2022, down from 36 in Q3 2022.
  • Funds reported $41.8M of Hawthorn Bancshares stock for Q4 2022, down 8.2% quarter-over-quarter.
  • 2 funds opened new Hawthorn Bancshares positions in Q4 2022 and 4 closed out, a net change of -2 holders.
  • The largest Hawthorn Bancshares buyer in Q4 2022 was Morgan Stanley, an estimated $106K added.
  • The largest Hawthorn Bancshares seller in Q4 2022 was Millennium Management, an estimated $218K sold.

Based on aggregated 13F filings for Q4 2022.