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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
BGIM
51
Brandywine Global Investment Management
Pennsylvania
$80K – – –
Legal & General Group
52
Legal & General Group
United Kingdom
$62K -$3.6K -145 -6%
AIM
53
Acrospire Investment Management
Illinois
$55K -$16.2K -651 -23%
US Bancorp
54
US Bancorp
Minnesota
$52K – – –
Bank of America
55
Bank of America
North Carolina
$50K +$6.86K +276 +17%
AIM
56
Arcadia Investment Management
Michigan
$49K +$47.2K +1,900 New
UBS Group
57
UBS Group
Switzerland
$25K -$59.6K -2,398 -71%
AIP
58
Ameritas Investment Partners
Nebraska
$18K +$17.6K +708 New
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$11K +$5.62K +226 +123%
HR
60
Howe & Rusling
New York
$5K -$497 -20 -9%
AP
61
Atwood & Palmer
Missouri
$5K – – –
MAM
62
Meeder Asset Management
Ohio
$4K +$3.93K +158 New
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$1.64K -$16.8K -677 -91%
Barclays
64
Barclays
United Kingdom
$1K -$2.68K -108 -71%
HHC
65
Hutchin Hill Capital
New York
– -$1.22M -51,427 Closed
KCM
66
Kennedy Capital Management
Missouri
– -$453K -19,087 Closed
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
– -$334K -13,455 Closed
Invesco
68
Invesco
Georgia
– -$274K -11,549 Closed
PCM
69
Palouse Capital Management
Washington
– -$224K -9,439 Closed
PCM
70
Prelude Capital Management
New York
– -$28K -1,200 Closed
TRCT
71
Tower Research Capital (TRC)
New York
– -$18K -775 Closed
1 2
3

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.