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TBIL

F/m US Treasury 3 Month Bill Fund

247 hedge funds and large institutions have $4.23B invested in F/m US Treasury 3 Month Bill Fund in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 96 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more capital invested

Capital invested by funds: $1.75B → $4.23B (+$2.48B)

130% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 23

50% more funds holding in top 10

Funds holding in top 10: 1421 (+7)

19% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 81

12% more funds holding

Funds holding: 220247 (+27)

4.91% more ownership

Funds ownership: 41.54%46.44% (+4.9%)

Holders
247
Holders Change
+27
Holders Change %
+12.27%
% of All Funds
3.25%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.28%
New
53
Increased
96
Reduced
81
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
226
Royal Bank of Canada
Ontario, Canada
$51K
VFA
227
Values First Advisors
Tennessee
$44.9K +$8.64K +173 +24%
LIS
228
Legacy Investment Solutions
Idaho
$44.4K +$44.4K +890 New
LWMI
229
Legacy Wealth Management (Idaho)
Idaho
$44.4K +$44.4K +890 New
GRP
230
Global Retirement Partners
California
$34.5K +$7.09K +142 +26%
MSWA
231
Marshall & Sterling Wealth Advisors
New York
$23.4K +$23.5K +471 New
TFGT
232
TS Financial Group (TSFG)
Illinois
$22K -$949 -19 -4%
Jones Financial Companies
233
Jones Financial Companies
Missouri
$19.3K +$19.4K +388 New
HGERS
234
Householder Group Estate & Retirement Specialist
Arizona
$15K -$4.4M -88,121 -100%
CP
235
Castleview Partners
Texas
$11.9K
NFSG
236
Newbridge Financial Services Group
Florida
$9.97K
Simplex Trading
237
Simplex Trading
Illinois
$9K -$9.99K -200 -50%
OP
238
ORG Partners
Indiana
$8.34K -$14.9K -299 -64%
SIM
239
Synergy Investment Management
Florida
$5.17K +$5.19K +104 New
SIC
240
SJS Investment Consulting
Ohio
$3.19K
CAS
241
Coppell Advisory Solutions
Texas
$2.94K +$2.95K +59 New
AF
242
Allworth Financial
California
$1.25K +$1.25K +25 New
OCM
243
Orion Capital Management
California
$947 +$949 +19 New
HI
244
Harbour Investments
Wisconsin
$897
BCMLT
245
Beacon Capital Management LLC (Tennessee)
Tennessee
$854 +$849 +17 New
Fidelity Investments
246
Fidelity Investments
Massachusetts
$277 +$250 +5 +500%
DFA
247
DHJJ Financial Advisors
Illinois
$104
HF
248
HRT Financial
New York
-$11.6M -231,031 Closed
Susquehanna International Group
249
Susquehanna International Group
Pennsylvania
-$3.75M -74,862 Closed
Citadel Advisors
250
Citadel Advisors
Florida
-$3.01M -60,169 Closed

TBIL Hedge Fund Activity: Q4 2024 in Review

247 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in F/m US Treasury 3 Month Bill Fund (TBIL) for Q4 2024, worth a combined $4.23B — up 142% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new TBIL positions and 23 closed out — a net gain of 30 holders — while 96 added to existing stakes and 81 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $66.2M. The largest seller was Flagship Harbor Advisors, cutting an estimated $15.7M.

  • 247 institutional investors held F/m US Treasury 3 Month Bill Fund (TBIL) as of Q4 2024, up from 220 in Q3 2024.
  • Funds reported $4.23B of F/m US Treasury 3 Month Bill Fund stock for Q4 2024, up 142% quarter-over-quarter.
  • 53 funds opened new F/m US Treasury 3 Month Bill Fund positions in Q4 2024 and 23 closed out, a net change of +30 holders.
  • The largest F/m US Treasury 3 Month Bill Fund buyer in Q4 2024 was Independent Advisor Alliance, an estimated $66.2M added.
  • The largest F/m US Treasury 3 Month Bill Fund seller in Q4 2024 was Flagship Harbor Advisors, an estimated $15.7M sold.

Based on aggregated 13F filings for Q4 2024.