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First Business Financial Services

68 hedge funds and large institutions have $85.7M invested in First Business Financial Services in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 13

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 7268 (-4)

7% less capital invested

Capital invested by funds: $92.5M → $85.7M (-$6.78M)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

Holders
68
Holders Change
-4
Holders Change %
-5.56%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
30
Reduced
13
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
51
American Century Companies
Missouri
$203K +$208K +9,246 New
Geode Capital Management
52
Geode Capital Management
Massachusetts
$201K +$207K +9,202 New
AIG
53
American International Group
New York
$186K +$74.5K +3,310 +64%
Invesco
54
Invesco
Georgia
$153K -$60.2K -2,676 -28%
TRCT
55
Tower Research Capital (TRC)
New York
$98K +$77.5K +3,446 +336%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$81K +$38.8K +1,722 +88%
BA
57
BlackRock Advisors
Delaware
$70K
SO
58
STRS Ohio
Ohio
$57K
U
59
UBS
Switzerland
$44K -$29K -1,288 -39%
US Bancorp
60
US Bancorp
Minnesota
$44K
Deutsche Bank
61
Deutsche Bank
Germany
$40K +$41.3K +1,836 +3,991%
GSC
62
Ground Swell Capital
South Carolina
$13K +$13.5K +602 New
Bank of America
63
Bank of America
North Carolina
$6K -$12.1K -536 -67%
Barclays
64
Barclays
United Kingdom
$6K +$1.98K +88 +51%
Citigroup
65
Citigroup
New York
$6K +$4.73K +210 +318%
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$5.88K +$6.03K +268 New
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.73K -$10.9K -484 -0.3%
TC
68
TFS Capital
Pennsylvania
-$1.34M -56,924 Closed
HIM
69
Hillsdale Investment Management
Ontario, Canada
-$621K -26,400 Closed
PAM
70
Panagora Asset Management
Massachusetts
-$410K -17,436 Closed
EGA
71
Eagle Global Advisors
Texas
-$299K -12,720 Closed
Jane Street
72
Jane Street
New York
-$227K -9,690 Closed
SIM
73
Spark Investment Management
New York
-$206K -8,800 Closed
SG Americas Securities
74
SG Americas Securities
New York
-$176K -7,464 Closed
CAM
75
ClariVest Asset Management
California
-$75K -3,200 Closed

FBIZ Hedge Fund Activity: Q3 2014 in Review

68 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q3 2014, worth a combined $85.7M — down 7.3% from $92.5M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of FBIZ and 6 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 30 added.

The largest buyer was Northern Trust, adding an estimated $1.35M. The largest seller was TFS Capital, exiting entirely with an estimated $1.34M sold.

  • 68 institutional investors held First Business Financial Services (FBIZ) as of Q3 2014, down from 72 in Q2 2014.
  • Funds reported $85.7M of First Business Financial Services stock for Q3 2014, down 7.3% quarter-over-quarter.
  • 6 funds opened new First Business Financial Services positions in Q3 2014 and 10 closed out, a net change of -4 holders.
  • The largest First Business Financial Services buyer in Q3 2014 was Northern Trust, an estimated $1.35M added.
  • The largest First Business Financial Services seller in Q3 2014 was TFS Capital, an estimated $1.34M sold.

Based on aggregated 13F filings for Q3 2014.