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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
BlackRock
1
BlackRock
New York
$54.1M +$4.72M +326,223 +10%
FFM
2
Forum Financial Management
Illinois
$42.1M -$1.94M -134,301 -5%
FCM
3
FJ Capital Management
Virginia
$40.9M – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$36.7M +$1.7M +117,431 +5%
BFC
5
Banc Funds Company
Illinois
$32.8M +$1.08M +74,952 +4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$21.4M +$2.42M +167,355 +14%
State Street
7
State Street
Massachusetts
$17M +$463K +32,024 +3%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.4M +$1.32M +91,442 +9%
JP Morgan Chase
9
JP Morgan Chase
New York
$15M +$781K +54,014 +6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$14.5M +$608K +42,033 +5%
AllianceBernstein
11
AllianceBernstein
Tennessee
$13M – – –
Morgan Stanley
12
Morgan Stanley
New York
$11.2M +$7.6M +525,964 +264%
SCA
13
Stieven Capital Advisors
Missouri
$9.88M -$4.38M -302,855 -32%
Northern Trust
14
Northern Trust
Illinois
$9.85M -$89.7K -6,209 -1%
KCM
15
Kennedy Capital Management
Missouri
$9.13M -$821K -56,833 -9%
American Century Companies
16
American Century Companies
Missouri
$8.49M +$1.48M +102,352 +23%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$5.99M +$1.88M +130,200 +51%
Charles Schwab
18
Charles Schwab
California
$5.86M +$156K +10,827 +3%
Renaissance Technologies
19
Renaissance Technologies
New York
$5.23M -$201K -13,900 -4%
KOCAA
20
Knights of Columbus Asset Advisors
Connecticut
$5.03M +$2.29M +158,300 +95%
GCM
21
Gator Capital Management
Florida
$4.91M +$1.92M +132,685 +72%
OSNBOA
22
Old Second National Bank of Aurora
Illinois
$4.63M +$40.4K +2,793 +0.9%
Goldman Sachs
23
Goldman Sachs
New York
$4.39M -$454K -31,437 -10%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$3.53M +$791K +54,703 +32%
EC
25
EJF Capital
Virginia
$3.51M -$1.06M -73,373 -24%
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.