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First Business Financial Services
FBIZ

67 hedge funds and large institutions have $90.8M invested in First Business Financial Services in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 25

1% less funds holding

Funds holding: 68 → 67 (-1)

11% less capital invested

Capital invested by funds: $102M → $90.8M (-$11.3M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
25
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAIM
Punch & Associates Investment Management
Minnesota
+$1.06M
2
JP Morgan Chase
JP Morgan Chase
New York
+$604K
3
EVM
Eaton Vance Management
Massachusetts
+$588K
4
State Street
State Street
Massachusetts
+$281K
5
Millennium Management
Millennium Management
New York
+$243K

Top Sellers

1
Invesco
Invesco
Georgia
-$1.15M
2
EA
Emerald Advisers
Pennsylvania
-$1.09M
3
PCA
PL Capital Advisors
Florida
-$690K
4
EVC
Eidelman Virant Capital
Missouri
-$404K
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$323K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
26
Martingale Asset Management
Massachusetts
$714K -$74.9K -3,300 -9%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$712K +$7.22K +318 +1%
TCIM
28
TIAA CREF Investment Management
New York
$689K -$136K -5,986 -16%
Stifel Financial
29
Stifel Financial
Missouri
$653K -$107K -4,698 -13%
MAA
30
Managed Account Advisors
New Jersey
$643K +$148K +6,522 +28%
Morgan Stanley
31
Morgan Stanley
New York
$615K -$82.6K -3,638 -11%
Charles Schwab
32
Charles Schwab
California
$587K – – –
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$573K -$42K -1,848 -7%
BIM
34
BlackRock Investment Management
Delaware
$572K +$13.4K +590 +2%
MCM
35
Maltese Capital Management
New York
$519K – – –
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$505K – – –
SWM
37
SVA Wealth Management
Wisconsin
$479K – – –
CIC
38
Cornercap Investment Counsel
Georgia
$459K -$13.6K -600 -3%
Deutsche Bank
39
Deutsche Bank
Germany
$402K -$75.9K -3,344 -15%
Federated Hermes
40
Federated Hermes
Pennsylvania
$358K -$196K -8,632 -34%
GCP
41
GSA Capital Partners
United Kingdom
$352K -$99.8K -4,394 -21%
Acadian Asset Management
42
Acadian Asset Management
Massachusetts
$326K -$31.5K -1,386 -8%
AWCI
43
Alpine Woods Capital Investors
New York
$324K -$45.4K -2,000 -12%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$314K – – –
ST
45
Smithfield Trust
Pennsylvania
$299K +$79.2K +3,488 +34%
RFC
46
Russell Frank Company
Washington
$274K -$120K -5,288 -29%
Millennium Management
47
Millennium Management
New York
$231K +$243K +10,698 New
TA
48
Teachers Advisors
New York
$225K +$6.86K +302 +3%
AIG
49
American International Group
New York
$215K +$31.1K +1,368 +16%
B
50
Baird
Wisconsin
$213K – – –
1
2
3

FBIZ Hedge Fund Activity: Q1 2015 in Review

67 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q1 2015, worth a combined $90.8M — down 11% from $102M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FBIZ and 4 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 25 added.

The largest buyer was Punch & Associates Investment Management, adding an estimated $1.06M. The largest seller was Invesco, cutting an estimated $1.15M.

  • 67 institutional investors held First Business Financial Services (FBIZ) as of Q1 2015, down from 68 in Q4 2014.
  • Funds reported $90.8M of First Business Financial Services stock for Q1 2015, down 11% quarter-over-quarter.
  • 4 funds opened new First Business Financial Services positions in Q1 2015 and 5 closed out, a net change of -1 holder.
  • The largest First Business Financial Services buyer in Q1 2015 was Punch & Associates Investment Management, an estimated $1.06M added.
  • The largest First Business Financial Services seller in Q1 2015 was Invesco, an estimated $1.15M sold.

Based on aggregated 13F filings for Q1 2015.