Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Fidelity D & D Bancorp Inc (FDBC)

86 + Investors. Track Smart Money conviction in FDBC. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
8Q ▲
Buyers last Q
62%

Smart Money Signals — FDBC

Based on 86 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added FDBC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
86 hedge funds hold FDBC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 62% buying

48 buying29 selling
Last quarter: 48 funds were net buyers (10 opened a brand new position + 38 added to an existing one). Only 29 were sellers (21 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 8 → 11 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

49% conviction (2yr+) 28% medium 23% new
42 out of 86 hedge funds have held FDBC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +25% but shares only +6% — price-driven

Value
+25%
Shares
+6%
Last quarter: the total dollar value of institutional holdings rose +25%, but actual share count only changed +6%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~10 new funds/quarter

8 → 9 → 8 → 11 → 10 new funds/Q
New funds entering each quarter: 9 → 8 → 11 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 52% veterans vs 34% newcomers

52% veterans 14% 1-2yr 34% new
Entry-cohort mix of 86 holders: 45 (52%) are 2+ year veterans, 12 entered 1–2 years ago, and 29 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
31 of 86 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in FDBC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FDBC

In 2026 Q2, 48 hedge funds were net buyers of FDBC (10 opened a new position, 38 added to an existing one), while 29 reduced or exited (21 trimmed, 8 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 58% of total institutional value in FDBC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 86.

Hedge Fund Ownership: FDBC

How many hedge funds hold FDBC — quarterly history vs. share price
Quarterly hedge fund ownership of FDBC vs. share price

Market Analysis: FDBC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FDBC

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: FDBC
86 + Investors

Track Smart Money conviction in FDBC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 86 84 2.38%
13F Shares 2M 1M 6.05%
Total Value $76M $61M 25.31%
New Positions 10 11 -1
Increased Positions 38 34 +4
Closed Positions 8 7 +1
Reduced Positions 21 23 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FDBC

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Institutional Holders (2026 Q2)

86 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FDBC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 FDBC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fidelity D & D Bancorp Inc 1.68% 94,958 $4.9M
2 Siena Capital Partners GP, LLC 0.56% 45,276 $2.3M
3 Liberty Square Wealth Partners LLC 0.44% 36,243 $1.9M
4 Alliance Wealth Advisors, LLC 0.26% 15,318 $788K
5 Lewis Asset Management, LLC 0.14% 7,818 $402K
6 Zullo Investment Group, Inc. 0.10% 5,943 $306K
7 Jacobi Capital Management LLC 0.02% 9,223 $474K
8 Martingale Asset Management L P 0.01% 10,831 $557K
9 Versant Capital Management, Inc 0.01% 1,396 $72K
10 Curi Capital, LLC 0.01% 6,928 $356K
11 Meeder Asset Management Inc 0.01% 2,024 $104K
12 Triumph Capital Management 0.00% 400 $21K
13 Peoples Financial Services CORP. 0.00% 146 $8K
14 Quantinno Capital Management LP 0.00% 35,148 $1.8M
15 Commonwealth Equity Services, LLC 0.00% 32,188 $1.7M
16 Farther Finance Advisors, LLC 0.00% 3,914 $201K
17 Creative Planning 0.00% 41,249 $2.1M
18 GAMMA Investing LLC 0.00% 614 $32K
19 Essential Partners LLC 0.00% 41 $2K
20 Tower Research Capital LLC (TRC) 0.00% 624 $32K
21 Renaissance Technologies LLC 0.00% 10,491 $539K
22 Mercer Global Advisors Inc /Adv 0.00% 11,337 $583K
23 MetLife Investment Management, LLC 0.00% 2,766 $142K
24 Police & Firemen's Retirement System of New Jersey 0.00% 1,441 $74K
25 Ameritas Investment Partners, Inc. 0.00% 385 $20K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Fidelity D & D Bancorp Inc (FDBC)

What does the Smart Money Trend signal show for FDBC?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added FDBC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FDBC?

More buyers than sellers — 62% buying: Last quarter: 48 funds were net buyers (10 opened a brand new position + 38 added to an existing one). Only 29 were sellers (21 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FDBC holders?

Elite ownership — 58% AUM from top-100 funds: 31 of 86 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in FDBC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FDBC?

49% of holders stayed for 2+ years: 42 out of 86 hedge funds have held FDBC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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