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SR Bancorp

15 hedge funds and large institutions have $16.1M invested in SR Bancorp in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

13% more capital invested

Capital invested by funds: $14.3M → $16.1M (+$1.85M)

2.25% more ownership

Funds ownership: 15.72%17.97% (+2.2%)

6% less funds holding

Funds holding: 1615 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
15
Holders Change
-1
Holders Change %
-6.25%
% of All Funds
0.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$5.63M +$1.28M +135,088 +29%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.21M +$1.01M +106,843 +31%
BlackRock
3
BlackRock
New York
$1.79M +$651K +68,897 +57%
MP
4
Mangrove Partners
Connecticut
$1.58M
MI
5
M3F Inc
Utah
$728K -$719K -76,000 -50%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$703K +$26.7K +2,824 +4%
BMC
7
Benin Management Corp
Connecticut
$378K -$3.36K -355 -0.9%
SV
8
Stilwell Value
New York
$378K
Renaissance Technologies
9
Renaissance Technologies
New York
$239K -$72.8K -7,700 -23%
SWM
10
SeaCrest Wealth Management
New York
$236K
Northern Trust
11
Northern Trust
Illinois
$131K +$131K +13,856 New
Stifel Financial
12
Stifel Financial
Missouri
$113K
UBS Group
13
UBS Group
Switzerland
$5.42K +$5.43K +574 New
Wells Fargo
14
Wells Fargo
California
$614 +$9 +1 +2%
Citadel Advisors
15
Citadel Advisors
Florida
-$283K -29,554 Closed
TRCT
16
Tower Research Capital (TRC)
New York
-$5.53K -578 Closed
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
-$350 -37 -79%
Bank of America
18
Bank of America
North Carolina
-$96 -10 Closed

SRBK Hedge Fund Activity: Q1 2024 in Review

15 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in SR Bancorp (SRBK) for Q1 2024, worth a combined $16.1M — up 13% from $14.3M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of SRBK and 2 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 5 added.

The largest buyer was AllianceBernstein, adding an estimated $1.28M. The largest seller was M3F Inc, cutting an estimated $719K.

  • 15 institutional investors held SR Bancorp (SRBK) as of Q1 2024, down from 16 in Q4 2023.
  • Funds reported $16.1M of SR Bancorp stock for Q1 2024, up 13% quarter-over-quarter.
  • 2 funds opened new SR Bancorp positions in Q1 2024 and 3 closed out, a net change of -1 holder.
  • The largest SR Bancorp buyer in Q1 2024 was AllianceBernstein, an estimated $1.28M added.
  • The largest SR Bancorp seller in Q1 2024 was M3F Inc, an estimated $719K sold.

Based on aggregated 13F filings for Q1 2024.