F/m US Treasury 3 Month Bill Fund
TBIL
34 hedge funds and large institutions have $81.1M invested in F/m US Treasury 3 Month Bill Fund in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 1 closing their positions.
2,100% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 1
410% more capital invested
Capital invested by funds: $15.9M → $81.1M (+$65.2M)
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
162% more funds holding
Funds holding: 13 → 34 (+21)
3,143.31% less ownership
Funds ownership: 3,183.79% → 40.48% (-3,143%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthquest
Cincinnati,
Ohio
|
+$15.3M |
| 2 |
GF
Gries Financial
Cleveland,
Ohio
|
+$12.1M |
| 3 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
+$6.8M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$5.6M |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$4.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.78M |
| 2 |
CP
Castleview Partners
Dallas,
Texas
|
-$430K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$76K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$29.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RG
26
Rathbones Group
Liverpool,
United Kingdom
| $312K | +$312K | +6,250 | New |
|
|
JWCA
27
J.W. Cole Advisors
Tampa,
Florida
| $302K | +$302K | +6,050 | New |
|
|
PCM
28
Prelude Capital Management
New York
| $249K | +$249K | +5,000 | New |
|
|
FTA
29
Financial & Tax Architects
St Louis,
Missouri
| $200K | +$200K | +4,010 | New |
|
30
JP Morgan Chase
New York
| $121K | +$121K | +2,418 | New |
|
|
AWM
31
Avior Wealth Management
Omaha,
Nebraska
| $50.3K | +$449 | +9 | +0.9% |
|
|
C
32
Covestor
London,
United Kingdom
| $23K | +$7.78K | +156 | +50% |
|
|
LF
33
Lee Financial
Dallas,
Texas
| $4.99K | – | – | – |
|
|
HIA
34
Harbor Investment Advisory
Lutherville,
Maryland
| $4.99K | +$4.99K | +100 | New |
|
|
35
UBS Group
Zurich,
Switzerland
| – | -$76K | -1,518 | Closed |
|
TBIL Hedge Fund Activity: Q4 2022 in Review
34 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in F/m US Treasury 3 Month Bill Fund (TBIL) for Q4 2022, worth a combined $81.1M — up 410% from $15.9M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new TBIL positions and 1 closed out — a net gain of 21 holders — while 8 added to existing stakes and 3 trimmed.
The largest buyer was Wealthquest, adding an estimated $15.3M. The largest seller was Jane Street, cutting an estimated $1.78M.
- 34 institutional investors held F/m US Treasury 3 Month Bill Fund (TBIL) as of Q4 2022, up from 13 in Q3 2022.
- Funds reported $81.1M of F/m US Treasury 3 Month Bill Fund stock for Q4 2022, up 410% quarter-over-quarter.
- 22 funds opened new F/m US Treasury 3 Month Bill Fund positions in Q4 2022 and 1 closed out, a net change of +21 holders.
- The largest F/m US Treasury 3 Month Bill Fund buyer in Q4 2022 was Wealthquest, an estimated $15.3M added.
- The largest F/m US Treasury 3 Month Bill Fund seller in Q4 2022 was Jane Street, an estimated $1.78M sold.
Based on aggregated 13F filings for Q4 2022.