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TBIL

F/m US Treasury 3 Month Bill Fund

220 hedge funds and large institutions have $1.75B invested in F/m US Treasury 3 Month Bill Fund in 2024 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 95 increasing their positions, 57 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 30

67% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 57

13% more capital invested

Capital invested by funds: $1.55B → $1.75B (+$196M)

12% more funds holding

Funds holding: 197220 (+23)

0.64% more ownership

Funds ownership: 40.9%41.54% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

Holders
220
Holders Change
+23
Holders Change %
+11.68%
% of All Funds
3.16%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
56
Increased
95
Reduced
57
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$5.28M +$1.92M +38,421 +57%
RJA
52
Raymond James & Associates
Florida
$5.26M +$4.55M +91,222 +655%
AAS
53
Ameritas Advisory Services
Nebraska
$4.99M +$4.11M +82,333 +475%
FHC
54
First Heartland Consultants
Missouri
$4.84M +$734K +14,693 +18%
SWP
55
Stratos Wealth Partners
Ohio
$4.64M +$796K +15,943 +21%
SF
56
Synovus Financial
Georgia
$4.53M +$2.41M +48,317 +114%
SEA
57
Stegent Equity Advisors
Texas
$4.44M +$1.52M +30,495 +52%
HGERS
58
Householder Group Estate & Retirement Specialist
Arizona
$4.42M +$188K +3,768 +4%
ATPW
59
Ashton Thomas Private Wealth
Arizona
$4.36M +$548K +10,974 +14%
FFM
60
Forum Financial Management
Illinois
$3.96M +$1.9M +38,056 +93%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$3.75M +$2.34M +46,871 +167%
Truist Financial
62
Truist Financial
North Carolina
$3.72M -$465K -9,312 -11%
CC
63
Cypress Capital
Tennessee
$3.7M +$3.1M +62,185 +529%
SFA
64
Semmax Financial Advisors
North Carolina
$3.51M +$890K +17,825 +34%
ABWM
65
Alpine Bank Wealth Management
Colorado
$3.5M +$3.5M +69,997 New
AF
66
Advisornet Financial
Minnesota
$3.48M +$1.01M +20,258 +41%
BCA
67
Bay Colony Advisors
Massachusetts
$3.4M +$20.2K +404 +0.6%
Neuberger Berman Group
68
Neuberger Berman Group
New York
$3.2M +$3.19M +63,962 New
LJAC
69
L.J. Altfest & Co
New York
$3.19M +$97.9K +1,961 +3%
WFA
70
WMG Financial Advisors
Tennessee
$3.14M +$1.31M +26,227 +72%
FMI
71
F/M Investments
District of Columbia
$3.02M +$3.01M +60,287 New
JWCA
72
J.W. Cole Advisors
Florida
$3.02M -$547K -10,954 -15%
Citadel Advisors
73
Citadel Advisors
Florida
$3.01M +$3M +60,169 New
PS
74
Principal Securities
Iowa
$2.76M -$417K -8,355 -13%
AI
75
Atria Investments
North Carolina
$2.76M +$2.76M +55,205 New

TBIL Hedge Fund Activity: Q3 2024 in Review

220 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in F/m US Treasury 3 Month Bill Fund (TBIL) for Q3 2024, worth a combined $1.75B — up 13% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new TBIL positions and 30 closed out — a net gain of 26 holders — while 95 added to existing stakes and 57 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $38.2M. The largest seller was Quadrature Capital, exiting entirely with an estimated $14.9M sold.

  • 220 institutional investors held F/m US Treasury 3 Month Bill Fund (TBIL) as of Q3 2024, up from 197 in Q2 2024.
  • Funds reported $1.75B of F/m US Treasury 3 Month Bill Fund stock for Q3 2024, up 13% quarter-over-quarter.
  • 56 funds opened new F/m US Treasury 3 Month Bill Fund positions in Q3 2024 and 30 closed out, a net change of +26 holders.
  • The largest F/m US Treasury 3 Month Bill Fund buyer in Q3 2024 was Raymond James Financial Services Advisors, an estimated $38.2M added.
  • The largest F/m US Treasury 3 Month Bill Fund seller in Q3 2024 was Quadrature Capital, an estimated $14.9M sold.

Based on aggregated 13F filings for Q3 2024.