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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
AAS
101
Ameritas Advisory Services
Nebraska
$866K +$434K +8,689 +101%
CFP
102
Curran Financial Partners
South Carolina
$801K +$800K +16,013 New
FWM
103
Foguth Wealth Management
Michigan
$796K -$28K -560 -3%
RA
104
RiverTree Advisors
Florida
$768K +$767K +15,356 New
PTC
105
Private Trust Company
Ohio
$735K +$605K +12,122 +472%
CCM
106
Crew Capital Management
Ohio
$731K +$258K +5,171 +55%
CI
107
Ceera Investments
Texas
$715K +$32.9K +659 +5%
Vontobel Holding
108
Vontobel Holding
Switzerland
$713K
OIA
109
OneDigital Investment Advisors
Kansas
$703K +$398K +7,977 +131%
DADC
110
D.A. Davidson & Co
Montana
$701K +$129K +2,580 +23%
RJA
111
Raymond James & Associates
Florida
$697K +$155K +3,108 +29%
Creative Planning
112
Creative Planning
Kansas
$651K -$125K -2,497 -16%
MW
113
MBL Wealth
North Carolina
$650K -$749K -15,000 -54%
TCG
114
Transcendent Capital Group
Oklahoma
$647K +$611K +12,227 +1,747%
CF
115
Centaurus Financial
California
$639K +$325K +6,512 +104%
STA
116
Smith Thornton Advisors
Alabama
$595K +$594K +11,895 New
CC
117
Cypress Capital
Tennessee
$588K +$587K +11,753 New
IP
118
Ignite Planners
California
$585K +$302K +6,049 +106%
T
119
Tidemark
California
$580K +$122K +2,446 +27%
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$575K -$243K -4,859 -30%
OMC
121
Old Mission Capital
Illinois
$550K +$549K +11,000 New
PG
122
Prostatis Group
Maryland
$545K +$544K +10,886 New
FHB
123
First Hawaiian Bank
Hawaii
$541K +$284K +5,686 +111%
KWA
124
Kingswood Wealth Advisors
California
$541K +$64.2K +1,285 +13%
DAS
125
Dynamic Advisor Solutions
Arizona
$538K +$17.5K +350 +3%

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.