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TBIL

F/m US Treasury 3 Month Bill Fund

197 hedge funds and large institutions have $1.55B invested in F/m US Treasury 3 Month Bill Fund in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 90 increasing their positions, 53 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 23

70% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 53

26% more capital invested

Capital invested by funds: $1.23B → $1.55B (+$323M)

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

8% more funds holding

Funds holding: 182197 (+15)

0.53% more ownership

Funds ownership: 40.37%40.9% (+0.53%)

Holders
197
Holders Change
+15
Holders Change %
+8.24%
% of All Funds
2.85%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
40
Increased
90
Reduced
53
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
76
Sovereign Financial Group
Connecticut
$1.86M +$843K +16,876 +83%
Jane Street
77
Jane Street
New York
$1.83M -$8.32M -166,622 -82%
WFA
78
WMG Financial Advisors
Tennessee
$1.83M +$1.83M +36,591 New
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$1.81M -$1.89M -37,841 -51%
AFAS
80
Acorn Financial Advisory Services
Virginia
$1.81M +$1.36M +27,263 +306%
SCI
81
Silver Coast Investments
United States
$1.7M -$593K -11,872 -26%
KPWS
82
Kestra Private Wealth Services
Texas
$1.69M +$492K +9,861 +41%
HW
83
Hamilton Wealth
California
$1.64M +$1.28M +25,540 +348%
VF
84
Vista Finance
Missouri
$1.6M +$97.1K +1,945 +6%
1IA
85
1834 Investment Advisors
Wisconsin
$1.45M -$50K -1,001 -3%
GVAG
86
Great Valley Advisor Group
Delaware
$1.45M -$1.67M -33,452 -54%
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$1.4M -$4.85M -97,102 -78%
PA
88
PFG Advisors
Arizona
$1.38M +$1.37M +27,525 New
GJIA
89
Glass Jacobson Investment Advisors
Maryland
$1.37M +$177K +3,546 +15%
BWA
90
BlueChip Wealth Advisors
Georgia
$1.28M +$90.9K +1,821 +8%
BCM
91
Brookstone Capital Management
Illinois
$1.27M +$643K +12,870 +102%
GWM
92
Gitterman Wealth Management
New Jersey
$1.27M +$205K +4,097 +19%
CWG
93
Crown Wealth Group
North Carolina
$1.14M -$294K -5,894 -21%
SFM
94
Signet Financial Management
New Jersey
$1.1M -$265K -5,314 -19%
IA
95
IFP Advisors
Florida
$1.05M +$1.05M +21,052 New
SPC
96
Sigma Planning Corp
Michigan
$1.03M +$365K +7,302 +55%
TCM
97
Tuttle Capital Management
Connecticut
$1M -$499K -10,000 -33%
FIM
98
Freedom Investment Management
Connecticut
$979K -$323K -6,474 -25%
GIA
99
Gladstone Institutional Advisory
Florida
$904K -$10.6K -212 -1%
CIA
100
Concurrent Investment Advisors
Florida
$904K +$33.3K +667 +4%

TBIL Hedge Fund Activity: Q2 2024 in Review

197 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in F/m US Treasury 3 Month Bill Fund (TBIL) for Q2 2024, worth a combined $1.55B — up 26% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new TBIL positions and 23 closed out — a net gain of 17 holders — while 90 added to existing stakes and 53 trimmed.

The largest buyer was Oxbow Advisors, adding an estimated $70M. The largest seller was F.L. Putnam Investment Management, cutting an estimated $14.5M.

  • 197 institutional investors held F/m US Treasury 3 Month Bill Fund (TBIL) as of Q2 2024, up from 182 in Q1 2024.
  • Funds reported $1.55B of F/m US Treasury 3 Month Bill Fund stock for Q2 2024, up 26% quarter-over-quarter.
  • 40 funds opened new F/m US Treasury 3 Month Bill Fund positions in Q2 2024 and 23 closed out, a net change of +17 holders.
  • The largest F/m US Treasury 3 Month Bill Fund buyer in Q2 2024 was Oxbow Advisors, an estimated $70M added.
  • The largest F/m US Treasury 3 Month Bill Fund seller in Q2 2024 was F.L. Putnam Investment Management, an estimated $14.5M sold.

Based on aggregated 13F filings for Q2 2024.