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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
WG
126
Wealth Group
North Carolina
$526K +$525K +10,507 New
ACA
127
Aptus Capital Advisors
Alabama
$513K +$9.99K +200 +2%
FGG
128
Financial Guidance Group
Florida
$493K
IA
129
Inspire Advisors
Idaho
$486K -$37.3K -748 -7%
SIG
130
Spinnaker Investment Group
California
$486K -$315K -6,299 -39%
AWM
131
Apollon Wealth Management
South Carolina
$438K +$184K +3,678 +72%
FAIM
132
Financial Advocates Investment Management
Washington
$430K +$430K +8,605 New
EAM
133
Empirical Asset Management
Massachusetts
$420K -$142K -2,838 -25%
CWM
134
Cornerstone Wealth Management
Missouri
$412K +$158K +3,155 +62%
HCM
135
Hilton Capital Management
New York
$406K -$2.4M -48,052 -86%
BWP
136
BSW Wealth Partners
Colorado
$401K -$8.99K -180 -2%
MSA
137
Marino Stram & Associates
Massachusetts
$398K -$26K -521 -6%
SFA
138
Sequoia Financial Advisors
Ohio
$362K -$211K -4,216 -37%
SWM
139
Silverlake Wealth Management
Vermont
$357K -$70.4K -1,409 -16%
PWM
140
Perigon Wealth Management
California
$350K -$361K -7,224 -51%
ACM
141
Andina Capital Management
Utah
$343K +$3.1K +62 +0.9%
Comerica Bank
142
Comerica Bank
Texas
$342K +$10.1K +202 +3%
PPP
143
Private Portfolio Partners
New Jersey
$330K +$125K +2,496 +61%
US Bancorp
144
US Bancorp
Minnesota
$330K
ACM
145
Allred Capital Management
Texas
$316K -$19K -380 -6%
Wells Fargo
146
Wells Fargo
California
$309K +$261K +5,221 +546%
OWM
147
OneAscent Wealth Management
Alabama
$305K +$305K +6,101 New
SAW
148
Signal Advisors Wealth
Michigan
$304K -$519K -10,398 -63%
National Bank of Canada
149
National Bank of Canada
Quebec, Canada
$301K
SC
150
Savant Capital
Illinois
$297K +$296K +5,930 New

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.