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First Business Financial Services
FBIZ

72 hedge funds and large institutions have $92.5M invested in First Business Financial Services in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

38% more funds holding

Funds holding: 52 → 72 (+20)

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

25% more capital invested

Capital invested by funds: $74.1M → $92.5M (+$18.4M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
72
Holders Change
+20
Holders Change %
+38.46%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
18
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$4.07M
2
EI
EAM Investors
California
+$1.83M
3
State Street
State Street
Massachusetts
+$1.61M
4
JP Morgan Chase
JP Morgan Chase
New York
+$1.55M
5
TC
TFS Capital
Pennsylvania
+$1.32M

Top Sellers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
-$2.2M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$800K
3
BG
BlackRock Group
United Kingdom
-$459K
4
BCMU
BlueCrest Capital Management (UK)
Guernsey
-$408K
5
U
UBS
Switzerland
-$379K
Name Holding Trade Value Shares
Change 		Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$858K +$843K +36,496 New
EVM
27
Eaton Vance Management
Massachusetts
$788K -$2.22K -96 -0.3%
Morgan Stanley
28
Morgan Stanley
New York
$688K +$211K +9,120 +45%
Stifel Financial
29
Stifel Financial
Missouri
$651K -$27.1K -1,174 -4%
HIM
30
Hillsdale Investment Management
Ontario, Canada
$621K +$443K +19,162 +265%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$619K +$608K +26,318 New
BIM
32
BlackRock Investment Management
Delaware
$577K +$567K +24,524 New
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$534K – – –
CIC
34
Cornercap Investment Counsel
Georgia
$522K – – –
SWM
35
SVA Wealth Management
Wisconsin
$521K – – –
GCP
36
GSA Capital Partners
United Kingdom
$519K +$46.2K +2,000 +10%
Charles Schwab
37
Charles Schwab
California
$494K +$485K +20,980 New
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$468K +$181K +7,852 +65%
RFC
39
Russell Frank Company
Washington
$440K +$437K +18,898 +1,110%
PAM
40
Panagora Asset Management
Massachusetts
$410K +$109K +4,714 +37%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$339K +$333K +14,400 New
Acadian Asset Management
42
Acadian Asset Management
Massachusetts
$327K +$3.79K +164 +1%
MAA
43
Managed Account Advisors
New Jersey
$319K -$17.8K -772 -5%
NFA
44
Nationwide Fund Advisors
Ohio
$311K +$306K +13,242 New
EGA
45
Eagle Global Advisors
Texas
$299K +$294K +12,720 New
TA
46
Teachers Advisors
New York
$263K +$258K +11,188 New
Jacobs Levy Equity Management
47
Jacobs Levy Equity Management
New Jersey
$256K +$252K +10,900 New
B
48
Baird
Wisconsin
$232K – – –
Northern Trust
49
Northern Trust
Illinois
$232K +$228K +9,876 New
Invesco
50
Invesco
Georgia
$227K -$46K -1,992 -17%
1
2
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FBIZ Hedge Fund Activity: Q2 2014 in Review

72 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q2 2014, worth a combined $92.5M — up 25% from $74.1M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new FBIZ positions and 6 closed out — a net gain of 20 holders — while 18 added to existing stakes and 14 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $4.07M. The largest seller was Maltese Capital Management, cutting an estimated $2.2M.

  • 72 institutional investors held First Business Financial Services (FBIZ) as of Q2 2014, up from 52 in Q1 2014.
  • Funds reported $92.5M of First Business Financial Services stock for Q2 2014, up 25% quarter-over-quarter.
  • 26 funds opened new First Business Financial Services positions in Q2 2014 and 6 closed out, a net change of +20 holders.
  • The largest First Business Financial Services buyer in Q2 2014 was BlackRock Fund Advisors, an estimated $4.07M added.
  • The largest First Business Financial Services seller in Q2 2014 was Maltese Capital Management, an estimated $2.2M sold.

Based on aggregated 13F filings for Q2 2014.