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John Marshall Bancorp
JMSB

53 hedge funds and large institutions have $145M invested in John Marshall Bancorp in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

18% more capital invested

Capital invested by funds: $122M → $145M (+$22.4M)

10% more funds holding

Funds holding: 48 → 53 (+5)

0.31% more ownership

Funds ownership: 35.48% → 35.79% (+0.31%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
19
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.13M
2
LNC
Lincoln National Corp
Pennsylvania
+$327K
3
Invesco
Invesco
Georgia
+$296K
4
Bank of America
Bank of America
North Carolina
+$292K
5
MFIM
Mesirow Financial Investment Management
Illinois
+$262K

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$780K
2
LWM
Laidlaw Wealth Management
New York
-$557K
3
TFA
Toth Financial Advisory
Virginia
-$554K
4
CAM
Cresset Asset Management
Illinois
-$139K
5
N
Nuveen
North Carolina
-$138K
Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
26
Lincoln National Corp
Pennsylvania
$338K +$327K +11,740 New
Invesco
27
Invesco
Georgia
$306K +$296K +10,618 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$283K – – –
MFIM
29
Mesirow Financial Investment Management
Illinois
$271K +$262K +9,399 New
EIA
30
Edgemoor Investment Advisors
Maryland
$260K +$252K +9,037 New
JP Morgan Chase
31
JP Morgan Chase
New York
$250K +$30.6K +1,097 +14%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$233K – – –
GAM
33
Griffin Asset Management
New York
$232K +$225K +8,056 New
MIM
34
MetLife Investment Management
New Jersey
$191K – – –
Morgan Stanley
35
Morgan Stanley
New York
$180K +$23K +826 +15%
AIG
36
American International Group
New York
$157K -$529 -19 -0.3%
Deutsche Bank
37
Deutsche Bank
Germany
$135K +$2.12K +76 +2%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$135K +$3.65K +131 +3%
Wells Fargo
39
Wells Fargo
California
$125K -$9.2K -330 -7%
SG Americas Securities
40
SG Americas Securities
New York
$117K +$113K +4,054 New
Barclays
41
Barclays
United Kingdom
$89.2K +$72.8K +2,611 +533%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$49K +$43K +1,542 +1,094%
SO
43
STRS Ohio
Ohio
$48K -$27.9K -1,000 -37%
TRCT
44
Tower Research Capital (TRC)
New York
$48K +$28.1K +1,010 +156%
AB
45
Amalgamated Bank
New York
$42K – – –
GMA
46
Glassy Mountain Advisors
Maryland
$39.9K +$38.7K +1,388 New
Legal & General Group
47
Legal & General Group
United Kingdom
$33.4K – – –
DWA
48
Dorsey Wright & Associates
California
$24.6K +$23.8K +854 New
MLICM
49
Metropolitan Life Insurance Company (MetLife)
New York
$22.2K – – –
AIP
50
Ameritas Investment Partners
Nebraska
$21.9K – – –
1
2
3

JMSB Hedge Fund Activity: Q4 2022 in Review

53 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in John Marshall Bancorp (JMSB) for Q4 2022, worth a combined $145M — up 18% from $122M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JMSB positions and 3 closed out — a net gain of 5 holders — while 19 added to existing stakes and 10 trimmed.

The largest buyer was BlackRock, adding an estimated $1.13M. The largest seller was AllianceBernstein, exiting entirely with an estimated $780K sold.

  • 53 institutional investors held John Marshall Bancorp (JMSB) as of Q4 2022, up from 48 in Q3 2022.
  • Funds reported $145M of John Marshall Bancorp stock for Q4 2022, up 18% quarter-over-quarter.
  • 8 funds opened new John Marshall Bancorp positions in Q4 2022 and 3 closed out, a net change of +5 holders.
  • The largest John Marshall Bancorp buyer in Q4 2022 was BlackRock, an estimated $1.13M added.
  • The largest John Marshall Bancorp seller in Q4 2022 was AllianceBernstein, an estimated $780K sold.

Based on aggregated 13F filings for Q4 2022.