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First Business Financial Services

77 hedge funds and large institutions have $118M invested in First Business Financial Services in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $116M → $118M (+$2.2M)

3% less funds holding

Funds holding: 7977 (-2)

10% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 29

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
77
Holders Change
-2
Holders Change %
-2.53%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
26
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
26
BlackRock Investment Management
Delaware
$842K +$40.8K +1,685 +5%
TCIM
27
TIAA CREF Investment Management
New York
$830K +$71.7K +2,964 +9%
NFA
28
Nationwide Fund Advisors
Ohio
$779K -$16.9K -700 -2%
MAM
29
Martingale Asset Management
Massachusetts
$627K +$128K +5,311 +25%
Mariner
30
Mariner
Kansas
$597K -$170K -7,012 -22%
EVC
31
Eidelman Virant Capital
Missouri
$592K
Stifel Financial
32
Stifel Financial
Missouri
$560K -$58.7K -2,425 -9%
AI
33
Analytic Investors
California
$551K
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$533K
DM
35
Delphi Management
Massachusetts
$471K -$39.8K -1,645 -8%
WAM
36
Wealthspire Advisors (Maryland)
Maryland
$453K
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$397K -$33.8K -1,396 -8%
EA
38
Emerald Acquisition
Washington
$391K +$403K +16,660 New
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$368K +$2.23K +92 +0.6%
Two Sigma Investments
40
Two Sigma Investments
New York
$325K -$78.4K -3,239 -19%
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$313K +$67.7K +2,800 +27%
TA
42
Teachers Advisors
New York
$298K +$14.8K +611 +5%
CCMH
43
Cornerstone Capital Management Holdings
New York
$289K +$55.6K +2,300 +23%
Charles Schwab
44
Charles Schwab
California
$273K
Balyasny Asset Management
45
Balyasny Asset Management
Illinois
$264K +$273K +11,266 New
Two Sigma Advisers
46
Two Sigma Advisers
New York
$249K -$104K -4,300 -29%
Prudential Financial
47
Prudential Financial
New Jersey
$242K -$62.9K -2,600 -20%
Invesco
48
Invesco
Georgia
$241K -$2.37K -98 -0.9%
Jacobs Levy Equity Management
49
Jacobs Levy Equity Management
New Jersey
$238K -$12.1K -500 -5%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$231K

FBIZ Hedge Fund Activity: Q2 2016 in Review

77 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q2 2016, worth a combined $118M — up 1.9% from $116M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FBIZ and 6 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 26 added.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $752K. The largest seller was Wellington Management Group, cutting an estimated $1.25M.

  • 77 institutional investors held First Business Financial Services (FBIZ) as of Q2 2016, down from 79 in Q1 2016.
  • Funds reported $118M of First Business Financial Services stock for Q2 2016, up 1.9% quarter-over-quarter.
  • 6 funds opened new First Business Financial Services positions in Q2 2016 and 7 closed out, a net change of -1 holder.
  • The largest First Business Financial Services buyer in Q2 2016 was Manulife (Manufacturers Life Insurance), an estimated $752K added.
  • The largest First Business Financial Services seller in Q2 2016 was Wellington Management Group, an estimated $1.25M sold.

Based on aggregated 13F filings for Q2 2016.