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PTRS

Partners Bancorp Common Stock

Delisted

PTRS was delisted on the 30th of November, 2023.

33 hedge funds and large institutions have $25.9M invested in Partners Bancorp Common Stock in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

2% more capital invested

Capital invested by funds: $25.3M → $25.9M (+$605K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 3533 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
10
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
BHZ Capital Management
California
$6.34M -$68.8K -7,926 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.44M +$38.5K +4,439 +0.6%
AllianceBernstein
3
AllianceBernstein
Tennessee
$5.13M +$1.05M +121,550 +23%
Brown Advisory
4
Brown Advisory
Maryland
$1.47M
FCM
5
FJ Capital Management
Virginia
$1.14M +$1.27M +145,931 New
BFM
6
Boothbay Fund Management
New York
$1.06M +$1.17M +135,083 New
JAM
7
Jacobs Asset Management
New York
$1.05M +$1.17M +134,590 New
CL
8
CSS LLC
Illinois
$682K
Geode Capital Management
9
Geode Capital Management
Massachusetts
$639K +$268K +30,862 +61%
WANY
10
Wealthspire Advisors (New York)
New York
$440K
Bank of New York Mellon
11
Bank of New York Mellon
New York
$280K -$6.21K -716 -2%
LPL Financial
12
LPL Financial
California
$261K -$162K -18,659 -36%
State Street
13
State Street
Massachusetts
$249K
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$194K +$77.4K +8,918 +56%
BlackRock
15
BlackRock
New York
$185K +$6.51K +750 +3%
DC
16
Davenport & Co
Virginia
$157K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$153K
FPAS
18
Focus Partners Advisor Solutions
Missouri
$152K +$168K +19,422 New
Northern Trust
19
Northern Trust
Illinois
$142K +$8.09K +932 +5%
LB
20
Leo Brokerage
Texas
$117K +$130K +15,000 New
YCM
21
Yakira Capital Management
Connecticut
$111K -$93.3K -10,757 -43%
Jane Street
22
Jane Street
New York
$109K +$121K +13,943 New
CCA
23
Cora Capital Advisors
New Jersey
$91K +$451 +52 +0.4%
Morgan Stanley
24
Morgan Stanley
New York
$70.2K -$52.9K -6,099 -40%
TC
25
Trium Capital
United Kingdom
$67K -$237K -27,273 -76%

PTRS Hedge Fund Activity: Q1 2023 in Review

33 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Partners Bancorp Common Stock (PTRS) for Q1 2023, worth a combined $25.9M — up 2.4% from $25.3M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PTRS and 6 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 10 added.

The largest buyer was FJ Capital Management, opening a new position worth an estimated $1.27M. The largest seller was PL Capital Advisors, exiting entirely with an estimated $250K sold.

  • 33 institutional investors held Partners Bancorp Common Stock (PTRS) as of Q1 2023, down from 35 in Q4 2022.
  • Funds reported $25.9M of Partners Bancorp Common Stock stock for Q1 2023, up 2.4% quarter-over-quarter.
  • 6 funds opened new Partners Bancorp Common Stock positions in Q1 2023 and 8 closed out, a net change of -2 holders.
  • The largest Partners Bancorp Common Stock buyer in Q1 2023 was FJ Capital Management, an estimated $1.27M added.
  • The largest Partners Bancorp Common Stock seller in Q1 2023 was PL Capital Advisors, an estimated $250K sold.

Based on aggregated 13F filings for Q1 2023.