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First Business Financial Services

79 hedge funds and large institutions have $143M invested in First Business Financial Services in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

7% more funds holding

Funds holding: 7479 (+5)

2% more capital invested

Capital invested by funds: $139M → $143M (+$3.22M)

0.37% less ownership

Funds ownership: 63.05%62.68% (-0.37%)

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
29
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
51
Zacks Investment Management
Illinois
$315K +$313K +12,104 New
SRAM
52
Stone Ridge Asset Management
New York
$259K
WAM
53
Wealthspire Advisors (Maryland)
Maryland
$223K
Macquarie Group
54
Macquarie Group
Australia
$222K +$221K +8,546 New
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$209K +$207K +8,023 New
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$208K
Acadian Asset Management
57
Acadian Asset Management
Massachusetts
$204K +$202K +7,834 New
Ameriprise
58
Ameriprise
Minnesota
$203K -$10.3K -400 -5%
1IA
59
1834 Investment Advisors
Wisconsin
$144K +$775 +30 +0.5%
AIG
60
American International Group
New York
$141K +$3.77K +146 +3%
Bank of America
61
Bank of America
North Carolina
$95K -$37.6K -1,454 -28%
AssetMark Inc
62
AssetMark Inc
California
$82K +$29.3K +1,132 +56%
UBS Group
63
UBS Group
Switzerland
$66K +$37.2K +1,440 +132%
BGIM
64
Brandywine Global Investment Management
Pennsylvania
$62K
Citigroup
65
Citigroup
New York
$56K -$15.1K -586 -21%
US Bancorp
66
US Bancorp
Minnesota
$52K
MAM
67
Meeder Asset Management
Ohio
$29.1K +$27K +1,043 +1,337%
Legal & General Group
68
Legal & General Group
United Kingdom
$28K -$8.55K -331 -24%
Barclays
69
Barclays
United Kingdom
$21K -$29K -1,123 -59%
TRCT
70
Tower Research Capital (TRC)
New York
$20K +$11.6K +450 +150%
AIP
71
Ameritas Investment Partners
Nebraska
$18K
SEI Investments
72
SEI Investments
Pennsylvania
$16K -$103 -4 -0.6%
AG
73
Advisor Group
Arizona
$12K
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$7.36K -$34.2K -1,325 -82%
AP
75
Atwood & Palmer
Missouri
$5K

FBIZ Hedge Fund Activity: Q2 2018 in Review

79 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q2 2018, worth a combined $143M — up 2.3% from $139M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FBIZ positions and 4 closed out — a net gain of 5 holders — while 29 added to existing stakes and 22 trimmed.

The largest buyer was Pacific Ridge Capital Partners, adding an estimated $1.16M. The largest seller was Wellington Management Group, cutting an estimated $6.75M.

  • 79 institutional investors held First Business Financial Services (FBIZ) as of Q2 2018, up from 74 in Q1 2018.
  • Funds reported $143M of First Business Financial Services stock for Q2 2018, up 2.3% quarter-over-quarter.
  • 9 funds opened new First Business Financial Services positions in Q2 2018 and 4 closed out, a net change of +5 holders.
  • The largest First Business Financial Services buyer in Q2 2018 was Pacific Ridge Capital Partners, an estimated $1.16M added.
  • The largest First Business Financial Services seller in Q2 2018 was Wellington Management Group, an estimated $6.75M sold.

Based on aggregated 13F filings for Q2 2018.