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SASR

Sandy Spring Bancorp Inc

Delisted

SASR was delisted on the 31st of March, 2025.

200 hedge funds and large institutions have $829M invested in Sandy Spring Bancorp Inc in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 68 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

31% more capital invested

Capital invested by funds: $634M → $829M (+$195M)

5% more funds holding

Funds holding: 191200 (+9)

3% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 68

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $572K

Holders
200
Holders Change
+9
Holders Change %
+4.71%
% of All Funds
2.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
70
Reduced
68
Closed
14
Calls
Puts
$572K
Net Calls
-$572K
Net Calls Change
-$692K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
151
LPL Financial
California
$221K -$32.1K -1,423 -15%
SW
152
SteelPeak Wealth
California
$218K +$181K +8,009 New
ABC
153
Associated Banc-Corp
Wisconsin
$216K +$179K +7,941 New
IA
154
Inspire Advisors
Idaho
$205K +$170K +7,522 New
S
155
SignatureFD
Georgia
$190K -$10.8K -478 -6%
Canada Life
156
Canada Life
Manitoba, Canada
$176K -$11.9K -527 -7%
ACM
157
Aquatic Capital Management
Illinois
$174K +$18.1K +800 +14%
SWM
158
Spire Wealth Management
Virginia
$171K
EWM
159
Evermay Wealth Management
Virginia
$170K +$102K +4,524 +264%
QCG
160
Quadrant Capital Group
Ohio
$150K +$36K +1,595 +41%
EC
161
Elequin Capital
New York
$146K -$49.2K -2,180 -29%
Bessemer Group
162
Bessemer Group
New Jersey
$136K +$113K +5,000 New
AIP
163
Ameritas Investment Partners
Nebraska
$119K
AB
164
Amalgamated Bank
New York
$106K -$10.4K -461 -11%
GRP
165
Global Retirement Partners
California
$103K
Nisa Investment Advisors
166
Nisa Investment Advisors
Missouri
$96K -$677 -30 -0.8%
Fidelity Investments
167
Fidelity Investments
Massachusetts
$92.8K -$8.74K -387 -10%
ASN
168
Advisory Services Network
Georgia
$79.3K +$65.7K +2,911 New
SA
169
Scarborough Advisors
Maryland
$76.5K +$63.4K +2,809 New
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$68K +$6.23K +276 +12%
MLICM
171
Metropolitan Life Insurance Company (MetLife)
New York
$67.7K
Osaic Holdings
172
Osaic Holdings
Arizona
$62.3K -$4.27K -189 -8%
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$43K
HF
174
Halpern Financial
Virginia
$39.6K
AFS
175
Annapolis Financial Services
Maryland
$27.2K

SASR Hedge Fund Activity: Q4 2023 in Review

200 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Sandy Spring Bancorp Inc (SASR) for Q4 2023, worth a combined $829M — up 31% from $634M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SASR positions and 14 closed out — a net gain of 10 holders — while 70 added to existing stakes and 68 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.55M. The largest seller was First Trust Advisors, cutting an estimated $3.77M.

  • 200 institutional investors held Sandy Spring Bancorp Inc (SASR) as of Q4 2023, up from 191 in Q3 2023.
  • Funds reported $829M of Sandy Spring Bancorp Inc stock for Q4 2023, up 31% quarter-over-quarter.
  • 24 funds opened new Sandy Spring Bancorp Inc positions in Q4 2023 and 14 closed out, a net change of +10 holders.
  • The largest Sandy Spring Bancorp Inc buyer in Q4 2023 was Morgan Stanley, an estimated $8.55M added.
  • The largest Sandy Spring Bancorp Inc seller in Q4 2023 was First Trust Advisors, an estimated $3.77M sold.

Based on aggregated 13F filings for Q4 2023.