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Richmond Mutual Bancorp

36 hedge funds and large institutions have $22.5M invested in Richmond Mutual Bancorp in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

13% more capital invested

Capital invested by funds: $20M → $22.5M (+$2.58M)

9% more funds holding

Funds holding: 3336 (+3)

1.74% more ownership

Funds ownership: 15.68%17.42% (+1.7%)

Holders
36
Holders Change
+3
Holders Change %
+9.09%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$9.26M +$725K +67,228 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.83M +$356 +33 +0%
FCM
3
FJ Capital Management
Virginia
$1.54M
KTA
4
Keeley-Teton Advisors
Illinois
$1.3M -$3.42K -317 -0.3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.23M +$46K +4,264 +4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$1.08M +$76.7K +7,112 +8%
BlackRock
7
BlackRock
New York
$598K -$3.13K -290 -0.6%
KNFPWM
8
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$495K +$464K +43,004 New
OC
9
Oppenheimer & Close
New York
$460K
BFIM
10
Beese Fulmer Investment Management
Ohio
$456K
Stifel Financial
11
Stifel Financial
Missouri
$438K +$13.6K +1,260 +3%
State Street
12
State Street
Massachusetts
$438K -$35.9K -3,329 -8%
MA
13
Minerva Advisors
Pennsylvania
$345K
SV
14
Stilwell Value
New York
$345K
SWM
15
SeaCrest Wealth Management
New York
$306K
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$292K +$259K +24,038 +1,791%
Goldman Sachs
17
Goldman Sachs
New York
$289K
BCM
18
Bridgeway Capital Management
Texas
$288K
Northern Trust
19
Northern Trust
Illinois
$247K -$4.39K -407 -2%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$243K +$227K +21,100 New
Morgan Stanley
21
Morgan Stanley
New York
$219K +$101K +9,372 +97%
Renaissance Technologies
22
Renaissance Technologies
New York
$201K +$6.47K +600 +4%
SFI
23
Susquehanna Fundamental Investments
Pennsylvania
$169K -$60.3K -5,590 -28%
Barclays
24
Barclays
United Kingdom
$115K -$10.2K -948 -9%
UB
25
UMB Bank
Missouri
$115K

RMBI Hedge Fund Activity: Q4 2023 in Review

36 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Richmond Mutual Bancorp (RMBI) for Q4 2023, worth a combined $22.5M — up 13% from $20M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new RMBI positions and 1 closed out — a net gain of 3 holders — while 13 added to existing stakes and 7 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $725K. The largest seller was Millennium Management, exiting entirely with an estimated $115K sold.

  • 36 institutional investors held Richmond Mutual Bancorp (RMBI) as of Q4 2023, up from 33 in Q3 2023.
  • Funds reported $22.5M of Richmond Mutual Bancorp stock for Q4 2023, up 13% quarter-over-quarter.
  • 4 funds opened new Richmond Mutual Bancorp positions in Q4 2023 and 1 closed out, a net change of +3 holders.
  • The largest Richmond Mutual Bancorp buyer in Q4 2023 was AllianceBernstein, an estimated $725K added.
  • The largest Richmond Mutual Bancorp seller in Q4 2023 was Millennium Management, an estimated $115K sold.

Based on aggregated 13F filings for Q4 2023.