SR Bancorp
SRBK
16 hedge funds and large institutions have $14.3M invested in SR Bancorp in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
201% more capital invested
Capital invested by funds: $4.74M → $14.3M (+$9.54M)
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
100% more funds holding
Funds holding: 8 → 16 (+8)
9.96% more ownership
Funds ownership: 5.75% → 15.72% (+10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.04M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$1.81M |
| 3 |
MP
Mangrove Partners
Greenwich,
Connecticut
|
+$1.5M |
| 4 |
BlackRock
New York
|
+$1.08M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$640K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ULWM
Upper Left Wealth Management
Tampa,
Florida
|
-$217K |
| 2 |
BMC
Benin Management Corp
Wilton,
Connecticut
|
-$193K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$43K |
SRBK Hedge Fund Activity: Q4 2023 in Review
16 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in SR Bancorp (SRBK) for Q4 2023, worth a combined $14.3M — up 201% from $4.74M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SRBK positions and 2 closed out — a net gain of 8 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Vanguard Group, opening a new position worth an estimated $3.04M. The largest seller was Upper Left Wealth Management, exiting entirely with an estimated $217K sold.
- 16 institutional investors held SR Bancorp (SRBK) as of Q4 2023, up from 8 in Q3 2023.
- Funds reported $14.3M of SR Bancorp stock for Q4 2023, up 201% quarter-over-quarter.
- 10 funds opened new SR Bancorp positions in Q4 2023 and 2 closed out, a net change of +8 holders.
- The largest SR Bancorp buyer in Q4 2023 was Vanguard Group, an estimated $3.04M added.
- The largest SR Bancorp seller in Q4 2023 was Upper Left Wealth Management, an estimated $217K sold.
Based on aggregated 13F filings for Q4 2023.