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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.

New
Increased
Maintained
Reduced
Closed

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)

2.4% less ownership

Funds ownership: 18.11% → 15.72% (-2.4%)

Holders
16
Holders Change
+8
Holders Change %
+100%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
3
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$3.04M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$1.81M
3
MP
Mangrove Partners
Connecticut
+$1.5M
4
BlackRock
BlackRock
New York
+$1.08M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$640K

Top Sellers

Rank Fund Capital Flow
1
ULWM
Upper Left Wealth Management
Florida
-$217K
2
BMC
Benin Management Corp
Connecticut
-$193K
3
UBS Group
UBS Group
Switzerland
-$43K
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$4.41M +$1.81M +202,780 +78%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.25M +$3.04M +339,550 New
MP
3
Mangrove Partners
Connecticut
$1.6M +$1.5M +167,422 New
MI
4
M3F Inc
Utah
$1.46M +$175K +19,547 +15%
BlackRock
5
BlackRock
New York
$1.15M +$1.08M +120,648 New
Geode Capital Management
6
Geode Capital Management
Massachusetts
$685K +$640K +71,618 New
BMC
7
Benin Management Corp
Connecticut
$386K -$193K -21,607 -35%
SV
8
Stilwell Value
New York
$382K – – –
Renaissance Technologies
9
Renaissance Technologies
New York
$315K +$295K +33,000 New
Citadel Advisors
10
Citadel Advisors
Florida
$283K +$170K +18,997 +180%
SWM
11
SeaCrest Wealth Management
New York
$234K +$224K +25,000 New
Stifel Financial
12
Stifel Financial
Missouri
$115K – – –
TRCT
13
Tower Research Capital (TRC)
New York
$5.53K +$5.17K +578 New
Wells Fargo
14
Wells Fargo
California
$612 +$572 +64 New
Bank of America
15
Bank of America
North Carolina
$96 +$89 +10 New
ULWM
16
Upper Left Wealth Management
Florida
– -$217K -25,000 Closed
UBS Group
17
UBS Group
Switzerland
– -$43K -4,966 Closed
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
– +$420 +47 New

SRBK Hedge Fund Activity: Q4 2023 in Review

16 of the 6,859 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.