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First Business Financial Services
FBIZ

68 hedge funds and large institutions have $102M invested in First Business Financial Services in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

19% more capital invested

Capital invested by funds: $85.7M → $102M (+$16.4M)

0% more funds holding

Funds holding: 68 → 68 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
68
Holders Change
–
Holders Change %
0%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
27
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAIM
Punch & Associates Investment Management
Minnesota
+$2.89M
2
Mariner
Mariner
Kansas
+$1.82M
3
BFC
Banc Funds Company
Illinois
+$1.63M
4
Invesco
Invesco
Georgia
+$1.1M
5
NFA
Nationwide Fund Advisors
Ohio
+$874K

Top Sellers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
-$940K
2
EI
EAM Investors
California
-$449K
3
BCM
Bridgeway Capital Management
Texas
-$380K
4
DM
Delphi Management
Massachusetts
-$370K
5
GCP
GSA Capital Partners
United Kingdom
-$298K
Name Holding Trade Value Shares
Change 		Change in
Stake
FMI
26
Fiduciary Management Inc
Wisconsin
$1.2M – – –
EA
27
Emerald Advisers
Pennsylvania
$1.09M -$72.8K -3,224 -7%
TCIM
28
TIAA CREF Investment Management
New York
$907K +$115K +5,100 +16%
MAM
29
Martingale Asset Management
Massachusetts
$871K -$36.1K -1,600 -4%
Stifel Financial
30
Stifel Financial
Missouri
$835K +$32K +1,418 +4%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$781K +$142K +6,282 +24%
Morgan Stanley
32
Morgan Stanley
New York
$768K -$163K -7,230 -18%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$679K -$85.9K -3,804 -12%
Charles Schwab
34
Charles Schwab
California
$650K +$78.1K +3,456 +15%
BIM
35
BlackRock Investment Management
Delaware
$620K +$949 +42 +0.2%
Federated Hermes
36
Federated Hermes
Pennsylvania
$603K +$6.96K +308 +1%
MCM
37
Maltese Capital Management
New York
$575K -$940K -41,600 -63%
MAA
38
Managed Account Advisors
New Jersey
$556K -$46.1K -2,042 -8%
SWM
39
SVA Wealth Management
Wisconsin
$531K – – –
Deutsche Bank
40
Deutsche Bank
Germany
$525K +$454K +20,108 +1,068%
CIC
41
Cornercap Investment Counsel
Georgia
$523K – – –
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$505K – – –
GCP
43
GSA Capital Partners
United Kingdom
$495K -$298K -13,200 -39%
RFC
44
Russell Frank Company
Washington
$424K -$58.8K -2,604 -13%
AWCI
45
Alpine Woods Capital Investors
New York
$407K – – –
Acadian Asset Management
46
Acadian Asset Management
Massachusetts
$394K -$15.9K -704 -4%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$348K +$1.4K +62 +0.4%
Jacobs Levy Equity Management
48
Jacobs Levy Equity Management
New Jersey
$323K +$58.7K +2,600 +24%
ST
49
Smithfield Trust
Pennsylvania
$248K -$56K -2,480 -19%
TA
50
Teachers Advisors
New York
$242K -$24.3K -1,074 -10%
1
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FBIZ Hedge Fund Activity: Q4 2014 in Review

68 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q4 2014, worth a combined $102M — up 19% from $85.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FBIZ positions and 4 closed out — a net gain of 2 holders — while 27 added to existing stakes and 22 trimmed.

The largest buyer was Punch & Associates Investment Management, adding an estimated $2.89M. The largest seller was Maltese Capital Management, cutting an estimated $940K.

  • 68 institutional investors held First Business Financial Services (FBIZ) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $102M of First Business Financial Services stock for Q4 2014, up 19% quarter-over-quarter.
  • 6 funds opened new First Business Financial Services positions in Q4 2014 and 4 closed out, a net change of +2 holders.
  • The largest First Business Financial Services buyer in Q4 2014 was Punch & Associates Investment Management, an estimated $2.89M added.
  • The largest First Business Financial Services seller in Q4 2014 was Maltese Capital Management, an estimated $940K sold.

Based on aggregated 13F filings for Q4 2014.