VersaBank
VBNK
26 hedge funds and large institutions have $72.3M invested in VersaBank in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 2 closing their positions.
76% more capital invested
Capital invested by funds: $41.1M → $72.3M (+$31.2M)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
4% more funds holding
Funds holding: 25 → 26 (+1)
3.98% more ownership
Funds ownership: 20.21% → 24.19% (+4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$756K |
| 2 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$384K |
| 3 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$246K |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$214K |
| 5 |
Mariner
Overland Park,
Kansas
|
+$132K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Cox Capital Management
Andover,
Massachusetts
|
-$147K |
| 2 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$82.1K |
| 3 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$35.7K |
| 4 |
GIM
Greenwich Investment Management
Norwalk,
Connecticut
|
-$35.5K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$17.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $2.74K | +$1.37K | +167 | +201% |
|
|
27
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$35.7K | -4,546 | Closed |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| – | -$3.3K | -420 | Closed |
|
VBNK Hedge Fund Activity: Q4 2023 in Review
26 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in VersaBank (VBNK) for Q4 2023, worth a combined $72.3M — up 76% from $41.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new VBNK positions and 2 closed out — a net gain of 1 holder — while 11 added to existing stakes and 10 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $756K. The largest seller was Cox Capital Management, cutting an estimated $147K.
- 26 institutional investors held VersaBank (VBNK) as of Q4 2023, up from 25 in Q3 2023.
- Funds reported $72.3M of VersaBank stock for Q4 2023, up 76% quarter-over-quarter.
- 3 funds opened new VersaBank positions in Q4 2023 and 2 closed out, a net change of +1 holder.
- The largest VersaBank buyer in Q4 2023 was Wellington Management Group, an estimated $756K added.
- The largest VersaBank seller in Q4 2023 was Cox Capital Management, an estimated $147K sold.
Based on aggregated 13F filings for Q4 2023.