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SR Bancorp

18 hedge funds and large institutions have $26.6M invested in SR Bancorp in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $22.8M → $26.6M (+$3.83M)

2.18% more ownership

Funds ownership: 21.48%23.66% (+2.2%)

5% less funds holding

Funds holding: 1918 (-1)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$7.62M -$306K -27,000 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.42M +$80.6K +7,099 +2%
MBAM
3
Mink Brook Asset Management
Florida
$3.38M +$3.23M +284,141 New
MP
4
Mangrove Partners
Connecticut
$1.96M -$29.6K -2,604 -2%
Renaissance Technologies
5
Renaissance Technologies
New York
$1.94M -$87.4K -7,700 -5%
BlackRock
6
BlackRock
New York
$1.77M +$1.98K +174 +0.1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.11M -$1.61K -142 -0.2%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$812K +$480K +42,269 +162%
FL
9
Fourthstone LLC
Missouri
$706K -$96.9K -8,541 -13%
SV
10
Stilwell Value
New York
$476K
SWM
11
SeaCrest Wealth Management
New York
$447K -$5.67K -500 -1%
Citadel Advisors
12
Citadel Advisors
Florida
$360K +$141K +12,427 +70%
Northern Trust
13
Northern Trust
Illinois
$221K +$53.9K +4,748 +34%
BMC
14
Benin Management Corp
Connecticut
$190K -$192K -16,895 -51%
State Street
15
State Street
Massachusetts
$122K +$116K +10,234 New
UBS Group
16
UBS Group
Switzerland
$59.5K +$56.6K +4,985 +35,607%
Bank of America
17
Bank of America
North Carolina
$917
TRCT
18
Tower Research Capital (TRC)
New York
$893 +$851 +75 New
MI
19
M3F Inc
Utah
-$709K -63,577 Closed
ACP
20
Arcus Capital Partners
Georgia
-$276K -24,768 Closed
FIA
21
FNY Investment Advisers
New York
-$223K -20,000 Closed
Morgan Stanley
22
Morgan Stanley
New York
-$37.8K -3,386 Closed

SRBK Hedge Fund Activity: Q4 2024 in Review

18 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in SR Bancorp (SRBK) for Q4 2024, worth a combined $26.6M — up 17% from $22.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of SRBK and 3 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 6 added.

The largest buyer was Acadian Asset Management, adding an estimated $480K. The largest seller was M3F Inc, exiting entirely with an estimated $709K sold.

  • 18 institutional investors held SR Bancorp (SRBK) as of Q4 2024, down from 19 in Q3 2024.
  • Funds reported $26.6M of SR Bancorp stock for Q4 2024, up 17% quarter-over-quarter.
  • 3 funds opened new SR Bancorp positions in Q4 2024 and 4 closed out, a net change of -1 holder.
  • The largest SR Bancorp buyer in Q4 2024 was Acadian Asset Management, an estimated $480K added.
  • The largest SR Bancorp seller in Q4 2024 was M3F Inc, an estimated $709K sold.

Based on aggregated 13F filings for Q4 2024.