John Marshall Bancorp
JMSB
53 hedge funds and large institutions have $113M invested in John Marshall Bancorp in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 6 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 14
0% more funds holding
Funds holding: 53 → 53 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
0.14% less ownership
Funds ownership: 35.79% → 35.65% (-0.14%)
22% less capital invested
Capital invested by funds: $145M → $113M (-$31.5M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Madison Wealth Management
Cincinnati,
Ohio
|
+$453K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$409K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$224K |
| 4 |
State Street
Boston,
Massachusetts
|
+$178K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$166K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$386K |
| 2 |
TFA
Toth Financial Advisory
Leesburg,
Virginia
|
-$323K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$306K |
| 4 |
EIA
Edgemoor Investment Advisors
Bethesda,
Maryland
|
-$260K |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$239K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Citigroup
New York
| $43 | -$1.94K | -78 | -98% |
|
|
BFC
52
Banc Funds Company
Chicago,
Illinois
| – | -$386K | -13,400 | Closed |
|
|
53
Invesco
Atlanta,
Georgia
| – | -$306K | -10,618 | Closed |
|
|
EIA
54
Edgemoor Investment Advisors
Bethesda,
Maryland
| – | -$260K | -9,037 | Closed |
|
|
GAM
55
Griffin Asset Management
New York
| – | -$232K | -8,056 | Closed |
|
56
SG Americas Securities
New York
| – | -$117K | -4,054 | Closed |
|
|
GMA
57
Glassy Mountain Advisors
Bethesda,
Maryland
| – | -$39.9K | -1,388 | Closed |
|
58
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$248 | -10 | -33% |
|
|
C
59
Covestor
London,
United Kingdom
| – | +$323 | +13 | New |
|
JMSB Hedge Fund Activity: Q1 2023 in Review
53 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in John Marshall Bancorp (JMSB) for Q1 2023, worth a combined $113M — down 22% from $145M a quarter earlier.
Fund positioning in JMSB was balanced in Q1 2023: 6 funds opened new positions, 6 closed out, 16 added to existing stakes and 14 trimmed.
The largest buyer was Madison Wealth Management, opening a new position worth an estimated $453K. The largest seller was Banc Funds Company, exiting entirely with an estimated $386K sold.
- 53 institutional investors held John Marshall Bancorp (JMSB) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $113M of John Marshall Bancorp stock for Q1 2023, down 22% quarter-over-quarter.
- 6 funds opened new John Marshall Bancorp positions in Q1 2023 and 6 closed out, a net change of 0 holders.
- The largest John Marshall Bancorp buyer in Q1 2023 was Madison Wealth Management, an estimated $453K added.
- The largest John Marshall Bancorp seller in Q1 2023 was Banc Funds Company, an estimated $386K sold.
Based on aggregated 13F filings for Q1 2023.