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FiscalNote
NOTE

Overview Fund Activity

68 hedge funds and large institutions have $63.9M invested in FiscalNote in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 14 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+7
Holders Change %
+11.48%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
14
Reduced
26
Closed
10
Calls
$7K
Puts
$3K
Net Calls
+$4K
Net Calls Change
+$16K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$1.6M
2
Ameriprise
2
Ameriprise
Minnesota
$388K
3
BCM
3
Bridgeway Capital Management
Texas
$366K
4
Charles Schwab
4
Charles Schwab
California
$720K
5
GC
5
Gratus Capital
Georgia
$114K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.94M
2
BFM
2
Boothbay Fund Management
New York
$0
3
Squarepoint
3
Squarepoint
New York
$70.5K
4
LCM
4
Lynwood Capital Management
Ontario, Canada
$0
5
Brown Advisory
5
Brown Advisory
Maryland
$1.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
26
AllianceBernstein
Tennessee
$50.4K – – –
Goldman Sachs
27
Goldman Sachs
New York
$48K +$1.25K +78 +3%
AG
28
AlTi Global
New York
$46.6K -$66.5K -4,166 -59%
Deutsche Bank
29
Deutsche Bank
Germany
$42.5K -$1.6K -100 -4%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$42K – – –
CIBC Asset Management
31
CIBC Asset Management
Ontario, Canada
$41.1K – – –
N
32
Natixis
France
$39.9K +$39.9K +2,500 New
AIG
33
American International Group
New York
$39.2K -$335 -21 -0.8%
LPL Financial
34
LPL Financial
California
$39K – – –
Invesco
35
Invesco
Georgia
$38.9K -$48 -3 -0.1%
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$34.8K +$12.8K +799 +58%
SOW
37
State of Wyoming
Wyoming
$33.3K +$33.3K +2,089 New
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$33K -$20.6K -1,293 -38%
Wells Fargo
39
Wells Fargo
California
$27.3K -$23.1K -1,446 -46%
Bank of America
40
Bank of America
North Carolina
$27.3K -$152K -9,521 -85%
XT
41
XTX Topco
Cayman Islands
$27.1K -$36.5K -2,287 -57%
T. Rowe Price Associates
42
T. Rowe Price Associates
Maryland
$27K +$8.27K +500 +44%
VOYA Investment Management
43
VOYA Investment Management
Georgia
$27K -$6.05K -379 -18%
Mariner
44
Mariner
Kansas
$26.8K +$26.8K +1,679 New
OMC
45
Oasis Management Company
Cayman Islands
$24.1K – – –
Victory Capital Management
46
Victory Capital Management
Texas
$18K -$239 -15 -1%
Citigroup
47
Citigroup
New York
$17.9K +$6.4K +401 +56%
TSS
48
Two Sigma Securities
New York
$16.9K +$16.9K +1,057 New
MML Investors Services
49
MML Investors Services
Massachusetts
$16K – – –
SG Americas Securities
50
SG Americas Securities
New York
$15K -$24.2K -1,497 -62%
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