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First Business Financial Services
FBIZ

64 hedge funds and large institutions have $135M invested in First Business Financial Services in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $121M → $135M (+$13.8M)

1% more ownership

Funds ownership: 58.44% → 59.44% (+1%)

8% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 24

10% less funds holding

Funds holding: 71 → 64 (-7)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
64
Holders Change
-7
Holders Change %
-9.86%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
26
Reduced
24
Closed
7
Calls
$273K
Puts
–
Net Calls
+$273K
Net Calls Change
+$273K

Top Buyers

1
BlackRock
BlackRock
New York
+$9.71M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$6.08M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$724K
4
BFC
Banc Funds Company
Illinois
+$688K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$409K

Top Sellers

1
PAIM
Punch & Associates Investment Management
Minnesota
-$2.54M
2
HHC
Hutchin Hill Capital
New York
-$1.22M
3
BCM
Bridgeway Capital Management
Texas
-$698K
4
KCM
Kennedy Capital Management
Missouri
-$453K
5
JP Morgan Chase
JP Morgan Chase
New York
-$344K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
BHZ Capital Management
California
$697K +$4.57K +184 +0.7%
Deutsche Bank
27
Deutsche Bank
Germany
$655K +$168K +6,751 +36%
CCMH
28
Cornerstone Capital Management Holdings
New York
$614K +$73.7K +2,966 +14%
EVC
29
Eidelman Virant Capital
Missouri
$576K -$298K -11,988 -35%
SO
30
STRS Ohio
Ohio
$459K +$142K +5,700 +48%
ROC
31
River Oaks Capital
Minnesota
$454K +$45.2K +1,820 +12%
Prudential Financial
32
Prudential Financial
New Jersey
$443K -$7.46K -300 -2%
WAM
33
Wealthspire Advisors (Maryland)
Maryland
$437K -$5.22K -210 -1%
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$421K -$9.94K -400 -2%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$407K +$273 +11 +0.1%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$347K -$27.3K -1,100 -8%
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$346K -$224 -9 -0.1%
TA
38
Teachers Advisors
New York
$329K – – –
Morgan Stanley
39
Morgan Stanley
New York
$307K -$320K -12,876 -52%
Bessemer Group
40
Bessemer Group
New Jersey
$306K +$99.4K +4,000 +51%
Charles Schwab
41
Charles Schwab
California
$302K – – –
Two Sigma Investments
42
Two Sigma Investments
New York
$300K -$56.5K -2,272 -16%
O
43
OppenheimerFunds
New York
$281K +$269K +10,833 New
Baird Financial Group
44
Baird Financial Group
Wisconsin
$256K – – –
Jacobs Levy Equity Management
45
Jacobs Levy Equity Management
New Jersey
$255K – – –
EGA
46
Eagle Global Advisors
Texas
$241K – – –
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$231K +$9.49K +382 +4%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$208K +$25 +1 +0%
Citigroup
49
Citigroup
New York
$136K -$184K -7,409 -59%
AIG
50
American International Group
New York
$129K +$8.28K +333 +7%
1
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FBIZ Hedge Fund Activity: Q1 2017 in Review

64 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q1 2017, worth a combined $135M — up 11% from $121M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FBIZ and 4 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 26 added.

The largest buyer was BlackRock, adding an estimated $9.71M. The largest seller was Punch & Associates Investment Management, cutting an estimated $2.54M.

  • 64 institutional investors held First Business Financial Services (FBIZ) as of Q1 2017, down from 71 in Q4 2016.
  • Funds reported $135M of First Business Financial Services stock for Q1 2017, up 11% quarter-over-quarter.
  • 4 funds opened new First Business Financial Services positions in Q1 2017 and 7 closed out, a net change of -3 holders.
  • The largest First Business Financial Services buyer in Q1 2017 was BlackRock, an estimated $9.71M added.
  • The largest First Business Financial Services seller in Q1 2017 was Punch & Associates Investment Management, an estimated $2.54M sold.

Based on aggregated 13F filings for Q1 2017.