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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
DC
76
Davenport & Co
Virginia
$3.36M +$902K +18,068 +37%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$3.33M +$1.78M +35,626 +114%
TCG
78
Transcendent Capital Group
Oklahoma
$3.31M +$2.57M +51,558 +347%
IAIM
79
International Assets Investment Management
Florida
$3.25M +$3.25M +65,108 New
Truist Financial
80
Truist Financial
North Carolina
$3.18M -$528K -10,571 -14%
JIP
81
Jaffetilchin Investment Partners
Florida
$3.17M +$2.18M +43,563 +217%
JWCA
82
J.W. Cole Advisors
Florida
$3.05M +$40.6K +813 +1%
FAM
83
Formidable Asset Management
Ohio
$3.01M +$547K +10,956 +22%
AF
84
Advisornet Financial
Minnesota
$2.87M -$594K -11,906 -17%
LJAC
85
L.J. Altfest & Co
New York
$2.71M -$468K -9,363 -15%
Corient Private Wealth
86
Corient Private Wealth
Florida
$2.71M -$4.93M -98,675 -64%
PFPT
87
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.59M +$117K +2,340 +5%
RAS
88
RPS Advisory Solutions
Kentucky
$2.55M +$2.56M +51,220 New
KLCM
89
KG&L Capital Management
Louisiana
$2.53M +$71.7K +1,435 +3%
VAG
90
VisionPoint Advisory Group
Texas
$2.51M -$208K -4,171 -8%
FFA
91
Farther Finance Advisors
California
$2.34M -$161K -3,228 -6%
CIA
92
Concurrent Investment Advisors
Florida
$2.18M +$1.1M +21,942 +100%
Vontobel Holding
93
Vontobel Holding
Switzerland
$2.15M +$1.14M +22,800 +113%
OIA
94
OneDigital Investment Advisors
Kansas
$2.13M +$985K +19,734 +86%
HCM
95
Hilton Capital Management
New York
$2.12M +$193K +3,870 +10%
TWM
96
TCFG Wealth Management
California
$2.1M +$475K +9,512 +29%
SAS
97
SMI Advisory Services
Indiana
$2.08M -$39.6K -793 -2%
CI
98
Ceera Investments
Texas
$1.97M -$62.7K -1,255 -3%
GIA
99
Gladstone Institutional Advisory
Florida
$1.87M +$708K +14,175 +61%
SMA
100
Sage Mountain Advisors
Georgia
$1.81M

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.