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Old Second Bancorp

155 hedge funds and large institutions have $415M invested in Old Second Bancorp in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 44 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

34% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 44

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% more funds holding

Funds holding: 145155 (+10)

0.17% more ownership

Funds ownership: 65.91%66.08% (+0.17%)

9% less capital invested

Capital invested by funds: $457M → $415M (-$42.5M)

Holders
155
Holders Change
+10
Holders Change %
+6.9%
% of All Funds
2.47%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
25
Increased
59
Reduced
44
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
101
VOYA Investment Management
Georgia
$232K
Creative Planning
102
Creative Planning
Kansas
$223K +$8.09K +507 +3%
LAM
103
Lakewood Asset Management
Illinois
$214K +$1.98K +124 +0.8%
CL
104
Choreo LLC
Illinois
$212K
Legal & General Group
105
Legal & General Group
United Kingdom
$202K +$15.8K +990 +7%
BB
106
Busey Bank
Illinois
$199K
UBS AM
107
UBS AM
Illinois
$184K -$86.2K -5,406 -29%
Osaic Holdings
108
Osaic Holdings
Arizona
$181K -$5.15K -323 -2%
LS
109
Livforsakringsbolaget Skandia
Sweden
$179K +$204K +12,800 New
AWM
110
AE Wealth Management
Kansas
$165K +$6.41K +402 +4%
SWP
111
Stratos Wealth Partners
Ohio
$164K
CWA
112
Centennial Wealth Advisory
Michigan
$160K +$431 +27 +0.2%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$159K
Wells Fargo
114
Wells Fargo
California
$156K +$138K +8,658 +354%
William Blair & Company
115
William Blair & Company
Illinois
$156K +$32 +2 +0%
SOW
116
State of Wyoming
Wyoming
$152K +$10.2K +637 +6%
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$151K +$167K +10,482 New
YIH
118
Y-Intercept (HK)
Hong Kong
$148K +$7.7K +483 +5%
Prudential Financial
119
Prudential Financial
New Jersey
$147K -$672K -42,120 -80%
TI
120
Trexquant Investment
Connecticut
$147K +$167K +10,459 New
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$146K
RJFSA
122
Raymond James Financial Services Advisors
Florida
$146K -$1.71K -107 -1%
ASRS
123
Arizona State Retirement System
Arizona
$145K +$4.36K +273 +3%
SAM
124
Shell Asset Management
Netherlands
$145K -$574 -36 -0.3%
HSBC Holdings
125
HSBC Holdings
United Kingdom
$145K +$167K +10,441 New

OSBC Hedge Fund Activity: Q1 2023 in Review

155 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Old Second Bancorp (OSBC) for Q1 2023, worth a combined $415M — down 9.3% from $457M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new OSBC positions and 11 closed out — a net gain of 14 holders — while 59 added to existing stakes and 44 trimmed.

The largest buyer was FJ Capital Management, adding an estimated $3.49M. The largest seller was Wedge Capital Management, exiting entirely with an estimated $4.42M sold.

  • 155 institutional investors held Old Second Bancorp (OSBC) as of Q1 2023, up from 145 in Q4 2022.
  • Funds reported $415M of Old Second Bancorp stock for Q1 2023, down 9.3% quarter-over-quarter.
  • 25 funds opened new Old Second Bancorp positions in Q1 2023 and 11 closed out, a net change of +14 holders.
  • The largest Old Second Bancorp buyer in Q1 2023 was FJ Capital Management, an estimated $3.49M added.
  • The largest Old Second Bancorp seller in Q1 2023 was Wedge Capital Management, an estimated $4.42M sold.

Based on aggregated 13F filings for Q1 2023.