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First Business Financial Services

78 hedge funds and large institutions have $110M invested in First Business Financial Services in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

4% more funds holding

Funds holding: 7578 (+3)

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

2% more capital invested

Capital invested by funds: $108M → $110M (+$1.77M)

0.54% less ownership

Funds ownership: 62.97%62.43% (-0.54%)

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
1.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
6
Increased
25
Reduced
23
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$224K -$3.38K -160 -1%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$160K
WAM
53
Wealthspire Advisors (Maryland)
Maryland
$145K
Morgan Stanley
54
Morgan Stanley
New York
$135K -$336K -15,891 -70%
1IA
55
1834 Investment Advisors
Wisconsin
$113K +$803 +38 +0.7%
Ohio Public Employees Retirement System (OPERS)
56
Ohio Public Employees Retirement System (OPERS)
Ohio
$112K +$118K +5,580 New
AIG
57
American International Group
New York
$106K -$3.64K -172 -3%
SEI Investments
58
SEI Investments
Pennsylvania
$102K +$107K +5,072 New
Bank of America
59
Bank of America
North Carolina
$79K -$54.9K -2,597 -40%
Barclays
60
Barclays
United Kingdom
$52K +$48.6K +2,300 +801%
AssetMark Inc
61
AssetMark Inc
California
$49K -$6.13K -290 -11%
BGIM
62
Brandywine Global Investment Management
Pennsylvania
$48K
Citigroup
63
Citigroup
New York
$41K -$930 -44 -2%
US Bancorp
64
US Bancorp
Minnesota
$40K
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$34.8K +$31.3K +1,481 +576%
MAM
66
Meeder Asset Management
Ohio
$30K
Legal & General Group
67
Legal & General Group
United Kingdom
$28K
PAM
68
Panagora Asset Management
Massachusetts
$26K
UBS Group
69
UBS Group
Switzerland
$22K -$47.7K -2,259 -67%
HIM
70
Hillsdale Investment Management
Ontario, Canada
$22K +$4.23K +200 +22%
AIP
71
Ameritas Investment Partners
Nebraska
$14K
AG
72
Advisor Group
Arizona
$9K
TRCT
73
Tower Research Capital (TRC)
New York
$7K +$803 +38 +13%
AP
74
Atwood & Palmer
Missouri
$4K
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$2K

FBIZ Hedge Fund Activity: Q1 2019 in Review

78 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q1 2019, worth a combined $110M — up 1.6% from $108M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FBIZ positions and 3 closed out — a net gain of 3 holders — while 25 added to existing stakes and 23 trimmed.

The largest buyer was Pacific Ridge Capital Partners, adding an estimated $587K. The largest seller was Maltese Capital Management, exiting entirely with an estimated $1.76M sold.

  • 78 institutional investors held First Business Financial Services (FBIZ) as of Q1 2019, up from 75 in Q4 2018.
  • Funds reported $110M of First Business Financial Services stock for Q1 2019, up 1.6% quarter-over-quarter.
  • 6 funds opened new First Business Financial Services positions in Q1 2019 and 3 closed out, a net change of +3 holders.
  • The largest First Business Financial Services buyer in Q1 2019 was Pacific Ridge Capital Partners, an estimated $587K added.
  • The largest First Business Financial Services seller in Q1 2019 was Maltese Capital Management, an estimated $1.76M sold.

Based on aggregated 13F filings for Q1 2019.