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First Business Financial Services

68 hedge funds and large institutions have $102M invested in First Business Financial Services in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

19% more capital invested

Capital invested by funds: $85.7M → $102M (+$16.4M)

0% more funds holding

Funds holding: 6868 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
68
Holders Change
Holders Change %
0%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
27
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
B
51
Baird
Wisconsin
$236K
VKH
52
Virtu KCG Holdings
New York
$236K +$222K +9,848 New
Geode Capital Management
53
Geode Capital Management
Massachusetts
$221K +$1.76K +78 +0.8%
American Century Companies
54
American Century Companies
Missouri
$218K -$3.25K -144 -2%
AIG
55
American International Group
New York
$205K +$2.21K +98 +1%
Creative Planning
56
Creative Planning
Kansas
$156K +$147K +6,518 New
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$90K +$2.08K +92 +2%
BA
58
BlackRock Advisors
Delaware
$71K -$4.88K -216 -7%
UBS Group
59
UBS Group
Switzerland
$63K +$59.5K +2,632 New
SO
60
STRS Ohio
Ohio
$62K
US Bancorp
61
US Bancorp
Minnesota
$48K
Citigroup
62
Citigroup
New York
$34K +$25.8K +1,144 +414%
TRCT
63
Tower Research Capital (TRC)
New York
$13K -$89.1K -3,944 -88%
Barclays
64
Barclays
United Kingdom
$11K +$4.2K +186 +71%
SEI Investments
65
SEI Investments
Pennsylvania
$6K +$4.43K +196 New
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.59K +$491K +21,718 +13%
OSAM
67
O'Shaughnessy Asset Management
Connecticut
$4K +$3.48K +154 New
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$1K
DM
69
Delphi Management
Massachusetts
-$370K -16,840 Closed
Two Sigma Investments
70
Two Sigma Investments
New York
-$211K -9,600 Closed
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
-$5.88K -268 Closed
Bank of America
72
Bank of America
North Carolina
-$6K -264 Closed

FBIZ Hedge Fund Activity: Q4 2014 in Review

68 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q4 2014, worth a combined $102M — up 19% from $85.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FBIZ positions and 4 closed out — a net gain of 2 holders — while 27 added to existing stakes and 22 trimmed.

The largest buyer was Punch & Associates Investment Management, adding an estimated $2.89M. The largest seller was Maltese Capital Management, cutting an estimated $940K.

  • 68 institutional investors held First Business Financial Services (FBIZ) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $102M of First Business Financial Services stock for Q4 2014, up 19% quarter-over-quarter.
  • 6 funds opened new First Business Financial Services positions in Q4 2014 and 4 closed out, a net change of +2 holders.
  • The largest First Business Financial Services buyer in Q4 2014 was Punch & Associates Investment Management, an estimated $2.89M added.
  • The largest First Business Financial Services seller in Q4 2014 was Maltese Capital Management, an estimated $940K sold.

Based on aggregated 13F filings for Q4 2014.