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Old Second Bancorp
OSBC

160 hedge funds and large institutions have $476M invested in Old Second Bancorp in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 10

46% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 41

17% more capital invested

Capital invested by funds: $407M → $476M (+$69.3M)

10% more funds holding

Funds holding: 145 → 160 (+15)

2.07% more ownership

Funds ownership: 66.91% → 68.98% (+2.1%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
160
Holders Change
+15
Holders Change %
+10.34%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
26
Increased
60
Reduced
41
Closed
10
Calls
$170K
Puts
–
Net Calls
+$170K
Net Calls Change
+$67K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.6M
2
BlackRock
BlackRock
New York
+$4.72M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.42M
4
KOCAA
Knights of Columbus Asset Advisors
Connecticut
+$2.29M
5
GCM
Gator Capital Management
Florida
+$1.92M

Top Sellers

1
Holocene Advisors
Holocene Advisors
New York
-$5.11M
2
SCA
Stieven Capital Advisors
Missouri
-$4.38M
3
EPCA
Elizabeth Park Capital Advisors
Ohio
-$2.44M
4
FFM
Forum Financial Management
Illinois
-$1.94M
5
EAM
Eagle Asset Management
Florida
-$1.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
26
Curi RMB Capital
Illinois
$3.09M – – –
MCA
27
Mendon Capital Advisors
Florida
$3.09M +$2.89M +200,000 New
BCM
28
Bridgeway Capital Management
Texas
$2.95M +$292K +20,201 +12%
GLA
29
Great Lakes Advisors
Illinois
$2.84M +$171K +11,853 +7%
ACA
30
Aptus Capital Advisors
Alabama
$2.74M -$28.5K -1,974 -1%
State of New Jersey Common Pension Fund D
31
State of New Jersey Common Pension Fund D
New Jersey
$2.7M – – –
SCP
32
Siena Capital Partners
Illinois
$2.52M – – –
Assenagon Asset Management
33
Assenagon Asset Management
Luxembourg
$2.43M +$1.88M +130,158 +476%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$2.3M -$906K -62,686 -30%
First Trust Advisors
35
First Trust Advisors
Illinois
$2.06M +$152K +10,527 +9%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$1.97M -$240K -16,600 -12%
BGIM
37
Brandywine Global Investment Management
Pennsylvania
$1.86M -$182K -12,599 -9%
Fisher Asset Management
38
Fisher Asset Management
Washington
$1.8M – – –
Barclays
39
Barclays
United Kingdom
$1.76M +$595K +41,150 +56%
Invesco
40
Invesco
Georgia
$1.74M +$11.5K +797 +0.7%
Los Angeles Capital Management
41
Los Angeles Capital Management
California
$1.6M +$523K +36,210 +54%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$1.54M +$3.29K +228 +0.2%
N
43
Nuveen
North Carolina
$1.52M -$377K -26,087 -21%
Bank of America
44
Bank of America
North Carolina
$1.47M +$673K +46,559 +96%
Two Sigma Investments
45
Two Sigma Investments
New York
$1.46M -$565K -39,101 -29%
FWM
46
Fairhaven Wealth Management
Illinois
$1.46M – – –
EF
47
Empowered Funds
Pennsylvania
$1.45M +$122K +8,448 +10%
Swiss National Bank
48
Swiss National Bank
Switzerland
$1.36M -$146K -10,100 -10%
MCA
49
MSH Capital Advisors
Arizona
$1.31M – – –
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$1.11M -$36.1K -2,496 -3%
1
2
3 4 5

OSBC Hedge Fund Activity: Q4 2023 in Review

160 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Old Second Bancorp (OSBC) for Q4 2023, worth a combined $476M — up 17% from $407M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new OSBC positions and 10 closed out — a net gain of 16 holders — while 60 added to existing stakes and 41 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.6M. The largest seller was Holocene Advisors, exiting entirely with an estimated $5.11M sold.

  • 160 institutional investors held Old Second Bancorp (OSBC) as of Q4 2023, up from 145 in Q3 2023.
  • Funds reported $476M of Old Second Bancorp stock for Q4 2023, up 17% quarter-over-quarter.
  • 26 funds opened new Old Second Bancorp positions in Q4 2023 and 10 closed out, a net change of +16 holders.
  • The largest Old Second Bancorp buyer in Q4 2023 was Morgan Stanley, an estimated $7.6M added.
  • The largest Old Second Bancorp seller in Q4 2023 was Holocene Advisors, an estimated $5.11M sold.

Based on aggregated 13F filings for Q4 2023.