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First Business Financial Services
FBIZ

69 hedge funds and large institutions have $118M invested in First Business Financial Services in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

44% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 18

10% more funds holding

Funds holding: 63 → 69 (+6)

1.63% more ownership

Funds ownership: 59.14% → 60.77% (+1.6%)

0% more capital invested

Capital invested by funds: $117M → $118M (+$466K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
26
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MI
M3F Inc
Utah
+$1.79M
2
CCM
Cutler Capital Management
Massachusetts
+$1.02M
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$587K
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$402K
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$368K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$3M
2
NFA
Nationwide Fund Advisors
Ohio
-$734K
3
MCM
Maltese Capital Management
New York
-$387K
4
Renaissance Technologies
Renaissance Technologies
New York
-$246K
5
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
-$202K
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$870K +$71.3K +3,153 +9%
Russell Investments Group
27
Russell Investments Group
United Kingdom
$853K +$587K +25,984 +214%
BCM
28
Buckhead Capital Management
Georgia
$731K +$21K +930 +3%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$670K – – –
ROC
30
River Oaks Capital
Minnesota
$669K – – –
SO
31
STRS Ohio
Ohio
$583K – – –
TCIM
32
TIAA CREF Investment Management
New York
$537K -$5.74K -254 -1%
EVC
33
Eidelman Virant Capital
Missouri
$491K – – –
Prudential Financial
34
Prudential Financial
New Jersey
$447K +$11.3K +500 +3%
CCMH
35
Cornerstone Capital Management Holdings
New York
$432K -$145K -6,400 -25%
Morgan Stanley
36
Morgan Stanley
New York
$402K +$142K +6,273 +53%
Hotchkis & Wiley Capital Management
37
Hotchkis & Wiley Capital Management
California
$393K +$402K +17,773 New
Charles Schwab
38
Charles Schwab
California
$383K +$128K +5,678 +49%
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$377K +$49.7K +2,200 +15%
Jacobs Levy Equity Management
40
Jacobs Levy Equity Management
New Jersey
$360K +$368K +16,292 New
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$352K +$8.46K +374 +2%
O
42
OppenheimerFunds
New York
$304K -$40.9K -1,808 -12%
TA
43
Teachers Advisors
New York
$301K – – –
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$288K -$11.3K -500 -4%
Bessemer Group
45
Bessemer Group
New Jersey
$279K +$11.3K +500 +4%
WAM
46
Wealthspire Advisors (Maryland)
Maryland
$237K – – –
SRAM
47
Stone Ridge Asset Management
New York
$220K +$225K +9,948 New
Baird Financial Group
48
Baird Financial Group
Wisconsin
$218K – – –
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$177K – – –
AIG
50
American International Group
New York
$123K +$588 +26 +0.5%
1
2
3

FBIZ Hedge Fund Activity: Q4 2017 in Review

69 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q4 2017, worth a combined $118M — up 0.4% from $117M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FBIZ positions and 3 closed out — a net gain of 6 holders — while 26 added to existing stakes and 18 trimmed.

The largest buyer was M3F Inc, adding an estimated $1.79M. The largest seller was Wellington Management Group, cutting an estimated $3M.

  • 69 institutional investors held First Business Financial Services (FBIZ) as of Q4 2017, up from 63 in Q3 2017.
  • Funds reported $118M of First Business Financial Services stock for Q4 2017, up 0.4% quarter-over-quarter.
  • 9 funds opened new First Business Financial Services positions in Q4 2017 and 3 closed out, a net change of +6 holders.
  • The largest First Business Financial Services buyer in Q4 2017 was M3F Inc, an estimated $1.79M added.
  • The largest First Business Financial Services seller in Q4 2017 was Wellington Management Group, an estimated $3M sold.

Based on aggregated 13F filings for Q4 2017.