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PTRS

Partners Bancorp Common Stock

Delisted

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

32 hedge funds and large institutions have $19.6M invested in Partners Bancorp Common Stock in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

3% less funds holding

Funds holding: 3332 (-1)

24% less capital invested

Capital invested by funds: $25.9M → $19.6M (-$6.32M)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
12
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
1
FJ Capital Management
Virginia
$6.51M +$5.89M +906,155 +621%
AllianceBernstein
2
AllianceBernstein
Tennessee
$4.56M +$525K +80,698 +12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.3M -$2.1M -323,149 -46%
Brown Advisory
4
Brown Advisory
Maryland
$1.16M
BFM
5
Boothbay Fund Management
New York
$845K +$9.05K +1,391 +1%
JAM
6
Jacobs Asset Management
New York
$735K -$103K -15,902 -12%
CL
7
CSS LLC
Illinois
$731K +$202K +30,984 +36%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$526K +$21.6K +3,326 +4%
WANY
9
Wealthspire Advisors (New York)
New York
$348K
State Street
10
State Street
Massachusetts
$220K +$24.4K +3,756 +12%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$217K -$4.85K -746 -2%
LPL Financial
12
LPL Financial
California
$206K
BlackRock
13
BlackRock
New York
$166K +$21.1K +3,249 +14%
DC
14
Davenport & Co
Virginia
$124K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$123K +$1.35K +207 +1%
FPAS
16
Focus Partners Advisor Solutions
Missouri
$120K
Northern Trust
17
Northern Trust
Illinois
$112K -$468 -72 -0.4%
VF
18
Virtu Financial
New York
$96K +$101K +15,520 New
YCM
19
Yakira Capital Management
Connecticut
$87.4K
CCA
20
Cora Capital Advisors
New Jersey
$78.7K +$7.06K +1,085 +9%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$69.8K -$87.9K -13,515 -55%
LB
22
Leo Brokerage
Texas
$61.9K -$32.5K -5,000 -33%
Morgan Stanley
23
Morgan Stanley
New York
$46.1K -$9.88K -1,519 -17%
Osaic Holdings
24
Osaic Holdings
Arizona
$32.8K
BWA
25
BDO Wealth Advisors
Florida
$26.6K

PTRS Hedge Fund Activity: Q2 2023 in Review

32 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Partners Bancorp Common Stock (PTRS) for Q2 2023, worth a combined $19.6M — down 24% from $25.9M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of PTRS and 2 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 12 added.

The largest buyer was FJ Capital Management, adding an estimated $5.89M. The largest seller was BHZ Capital Management, exiting entirely with an estimated $6.34M sold.

  • 32 institutional investors held Partners Bancorp Common Stock (PTRS) as of Q2 2023, down from 33 in Q1 2023.
  • Funds reported $19.6M of Partners Bancorp Common Stock stock for Q2 2023, down 24% quarter-over-quarter.
  • 2 funds opened new Partners Bancorp Common Stock positions in Q2 2023 and 3 closed out, a net change of -1 holder.
  • The largest Partners Bancorp Common Stock buyer in Q2 2023 was FJ Capital Management, an estimated $5.89M added.
  • The largest Partners Bancorp Common Stock seller in Q2 2023 was BHZ Capital Management, an estimated $6.34M sold.

Based on aggregated 13F filings for Q2 2023.