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First Business Financial Services

73 hedge funds and large institutions have $115M invested in First Business Financial Services in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

11% more capital invested

Capital invested by funds: $103M → $115M (+$11.6M)

11% more funds holding

Funds holding: 6673 (+7)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
73
Holders Change
+7
Holders Change %
+10.61%
% of All Funds
1.92%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
26
Reduced
23
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EVC
26
Eidelman Virant Capital
Missouri
$828K +$427K +17,115 +107%
Mariner
27
Mariner
Kansas
$811K -$243K -9,760 -23%
TCIM
28
TIAA CREF Investment Management
New York
$811K -$65.2K -2,614 -7%
MAM
29
Martingale Asset Management
Massachusetts
$736K -$41.3K -1,656 -5%
Deutsche Bank
30
Deutsche Bank
Germany
$707K -$323K -12,946 -31%
Stifel Financial
31
Stifel Financial
Missouri
$679K +$137K +5,500 +25%
Federated Hermes
32
Federated Hermes
Pennsylvania
$615K +$69.2K +2,773 +13%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$568K
NI
34
Numeric Investors
Massachusetts
$556K +$554K +22,218 New
SWM
35
SVA Wealth Management
Wisconsin
$555K
GC
36
Globeflex Capital
California
$495K +$494K +19,790 New
WAM
37
Wealthspire Advisors (Maryland)
Maryland
$483K +$482K +19,307 New
DM
38
Delphi Management
Massachusetts
$437K -$249K -9,976 -36%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$403K -$191K -7,643 -32%
California State Teachers Retirement System (CalSTRS)
40
California State Teachers Retirement System (CalSTRS)
California
$402K +$8.93K +358 +2%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$378K -$39.9K -1,600 -10%
First Trust Advisors
42
First Trust Advisors
Illinois
$375K +$374K +14,995 New
AWCI
43
Alpine Woods Capital Investors
New York
$350K -$24.9K -1,000 -7%
CCMH
44
Cornerstone Capital Management Holdings
New York
$343K -$4.39K -176 -1%
MERSOM
45
Municipal Employees' Retirement System of Michigan
Michigan
$336K
Prudential Financial
46
Prudential Financial
New Jersey
$323K +$322K +12,900 New
TA
47
Teachers Advisors
New York
$302K
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$293K +$499 +20 +0.2%
Two Sigma Investments
49
Two Sigma Investments
New York
$292K +$41.6K +1,667 +17%
Charles Schwab
50
Charles Schwab
California
$291K

FBIZ Hedge Fund Activity: Q4 2015 in Review

73 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q4 2015, worth a combined $115M — up 11% from $103M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FBIZ positions and 2 closed out — a net gain of 7 holders — while 26 added to existing stakes and 23 trimmed.

The largest buyer was EAM Investors, opening a new position worth an estimated $1.75M. The largest seller was First Business Financial Services, cutting an estimated $1.08M.

  • 73 institutional investors held First Business Financial Services (FBIZ) as of Q4 2015, up from 66 in Q3 2015.
  • Funds reported $115M of First Business Financial Services stock for Q4 2015, up 11% quarter-over-quarter.
  • 9 funds opened new First Business Financial Services positions in Q4 2015 and 2 closed out, a net change of +7 holders.
  • The largest First Business Financial Services buyer in Q4 2015 was EAM Investors, an estimated $1.75M added.
  • The largest First Business Financial Services seller in Q4 2015 was First Business Financial Services, an estimated $1.08M sold.

Based on aggregated 13F filings for Q4 2015.