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Hawthorn Bancshares

37 hedge funds and large institutions have $33.1M invested in Hawthorn Bancshares in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

9% more funds holding

Funds holding: 3437 (+3)

3.91% less ownership

Funds ownership: 30.12%26.21% (-3.9%)

28% less capital invested

Capital invested by funds: $45.8M → $33.1M (-$12.7M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

50% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 18

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
9
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Ategra Capital Management
Virginia
$7.03M -$302K -15,674 -4%
PCA
2
PL Capital Advisors
Florida
$5.22M -$1.52M -78,761 -21%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.71M -$22.2K -1,151 -0.4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$3.02M -$169K -8,781 -5%
AllianceBernstein
5
AllianceBernstein
Tennessee
$1.74M -$2.49M -129,248 -57%
BCM
6
Bridgeway Capital Management
Texas
$1.43M +$12.2K +633 +0.8%
FCM
7
FJ Capital Management
Virginia
$1.29M -$19 -1 -0%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.02M +$84.9K +4,400 +8%
PH
9
Pinnacle Holdings
Oklahoma
$849K -$58 -3 -0%
MI
10
M3F Inc
Utah
$810K +$19.6K +1,018 +2%
RC
11
RBF Capital
California
$685K -$29.4K -1,526 -4%
State Street
12
State Street
Massachusetts
$637K +$168K +8,724 +33%
American Century Companies
13
American Century Companies
Missouri
$576K -$19 -1 -0%
BlackRock
14
BlackRock
New York
$516K +$249K +12,929 +82%
Millennium Management
15
Millennium Management
New York
$356K -$294K -15,236 -43%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$340K +$365K +18,936 New
EST
17
EA Series Trust
Pennsylvania
$337K +$362K +18,779 New
EF
18
Empowered Funds
Pennsylvania
$337K +$362K +18,779 New
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$327K +$351K +18,207 New
SFI
20
Susquehanna Fundamental Investments
Pennsylvania
$299K -$107K -5,522 -25%
GJL
21
Gendell Jeffrey L
$285K -$195K -10,085 -39%
SVBP
22
Strategic Value Bank Partners
Ohio
$259K +$279K +14,443 New
Northern Trust
23
Northern Trust
Illinois
$248K -$19.7K -1,019 -7%
Renaissance Technologies
24
Renaissance Technologies
New York
$243K +$261K +13,543 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$210K -$4.28K -222 -2%

HWBK Hedge Fund Activity: Q2 2023 in Review

37 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Hawthorn Bancshares (HWBK) for Q2 2023, worth a combined $33.1M — down 28% from $45.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HWBK positions and 4 closed out — a net gain of 3 holders — while 9 added to existing stakes and 18 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $365K. The largest seller was AllianceBernstein, cutting an estimated $2.49M.

  • 37 institutional investors held Hawthorn Bancshares (HWBK) as of Q2 2023, up from 34 in Q1 2023.
  • Funds reported $33.1M of Hawthorn Bancshares stock for Q2 2023, down 28% quarter-over-quarter.
  • 7 funds opened new Hawthorn Bancshares positions in Q2 2023 and 4 closed out, a net change of +3 holders.
  • The largest Hawthorn Bancshares buyer in Q2 2023 was Envestnet Asset Management, an estimated $365K added.
  • The largest Hawthorn Bancshares seller in Q2 2023 was AllianceBernstein, an estimated $2.49M sold.

Based on aggregated 13F filings for Q2 2023.