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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.13M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$327K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$296K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$292K |
| 5 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
+$262K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$780K |
| 2 |
LWM
Laidlaw Wealth Management
New York City,
New York
|
-$557K |
| 3 |
TFA
Toth Financial Advisory
Leesburg,
Virginia
|
-$554K |
| 4 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$139K |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$138K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| $4.38K | +$836 | +30 | +25% |
|
52
Citigroup
New York
| $2.3K | -$2.65K | -95 | -54% |
|
53
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | – | – | – |
|
|
54
AllianceBernstein
Nashville,
Tennessee
| – | -$780K | -31,775 | Closed |
|
|
CS
55
Credit Suisse
Zurich,
Switzerland
| – | -$2K | -65 | Closed |
|
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.