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First Business Financial Services
FBIZ

88 hedge funds and large institutions have $193M invested in First Business Financial Services in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

42% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 24

5% more funds holding

Funds holding: 84 → 88 (+4)

0.27% more ownership

Funds ownership: 62.54% → 62.81% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $195M → $193M (-$2.31M)

Holders
88
Holders Change
+4
Holders Change %
+4.76%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
34
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$799K
2
BlackRock
BlackRock
New York
+$548K
3
State Street
State Street
Massachusetts
+$297K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$270K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$266K

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$1.05M
2
BFC
Banc Funds Company
Illinois
-$625K
3
JP Morgan Chase
JP Morgan Chase
New York
-$342K
4
GC
Globeflex Capital
California
-$297K
5
Millennium Management
Millennium Management
New York
-$288K
Name Holding Trade Value Shares
Change 		Change in
Stake
EF
26
Empowered Funds
Pennsylvania
$1.63M +$105K +3,060 +7%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.4M +$68.7K +1,998 +6%
UCI
28
Uncommon Cents Investing
Wisconsin
$1.34M -$8.76K -255 -0.7%
Goldman Sachs
29
Goldman Sachs
New York
$1.14M -$25.4K -738 -2%
GCM
30
Gator Capital Management
Florida
$882K – – –
Morgan Stanley
31
Morgan Stanley
New York
$869K -$88.8K -2,583 -10%
N
32
Nuveen
North Carolina
$851K – – –
Charles Schwab
33
Charles Schwab
California
$796K +$28.3K +825 +4%
Barclays
34
Barclays
United Kingdom
$718K -$95.5K -2,780 -13%
Invesco
35
Invesco
Georgia
$669K +$40.3K +1,172 +7%
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$581K -$112K -3,263 -17%
MAM
37
Martingale Asset Management
Massachusetts
$537K – – –
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$480K +$19.4K +564 +5%
RP
39
Riverwater Partners
Wisconsin
$477K -$47.4K -1,380 -10%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$477K +$1.99K +58 +0.5%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$472K -$25.2K -734 -5%
Ameriprise
42
Ameriprise
Minnesota
$437K – – –
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$422K +$1.13K +33 +0.3%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$342K – – –
KAS
45
Kestra Advisory Services
Texas
$340K – – –
Two Sigma Advisers
46
Two Sigma Advisers
New York
$340K +$55K +1,600 +21%
Two Sigma Investments
47
Two Sigma Investments
New York
$340K +$58.4K +1,700 +23%
QC
48
Quadrature Capital
United Kingdom
$330K +$77.7K +2,262 +34%
MWM
49
Mattern Wealth Management
Kansas
$296K – – –
Jane Street
50
Jane Street
New York
$278K +$258K +7,506 New
1
2
3 4

FBIZ Hedge Fund Activity: Q2 2024 in Review

88 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q2 2024, worth a combined $193M — down 1.2% from $195M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FBIZ positions and 6 closed out — a net gain of 4 holders — while 34 added to existing stakes and 24 trimmed.

The largest buyer was Vanguard Group, adding an estimated $799K. The largest seller was Franklin Resources, cutting an estimated $1.05M.

  • 88 institutional investors held First Business Financial Services (FBIZ) as of Q2 2024, up from 84 in Q1 2024.
  • Funds reported $193M of First Business Financial Services stock for Q2 2024, down 1.2% quarter-over-quarter.
  • 10 funds opened new First Business Financial Services positions in Q2 2024 and 6 closed out, a net change of +4 holders.
  • The largest First Business Financial Services buyer in Q2 2024 was Vanguard Group, an estimated $799K added.
  • The largest First Business Financial Services seller in Q2 2024 was Franklin Resources, an estimated $1.05M sold.

Based on aggregated 13F filings for Q2 2024.