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First Business Financial Services

76 hedge funds and large institutions have $130M invested in First Business Financial Services in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 20

19% more capital invested

Capital invested by funds: $110M → $130M (+$20.5M)

0.9% more ownership

Funds ownership: 62.43%63.32% (+0.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

3% less funds holding

Funds holding: 7876 (-2)

Holders
76
Holders Change
-2
Holders Change %
-2.56%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
3
Increased
34
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$232K -$83.9K -3,696 -27%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$188K
ROC
53
River Oaks Capital
Minnesota
$139K -$134K -5,900 -50%
1IA
54
1834 Investment Advisors
Wisconsin
$133K +$795 +35 +0.6%
Barclays
55
Barclays
United Kingdom
$131K +$67.6K +2,978 +115%
AIG
56
American International Group
New York
$125K +$613 +27 +0.5%
Ohio Public Employees Retirement System (OPERS)
57
Ohio Public Employees Retirement System (OPERS)
Ohio
$124K -$6.81K -300 -5%
Bank of America
58
Bank of America
North Carolina
$123K +$30.6K +1,347 +35%
SG Americas Securities
59
SG Americas Securities
New York
$118K +$114K +5,019 New
OSAM
60
O'Shaughnessy Asset Management
Connecticut
$84K +$81K +3,567 New
UBS Group
61
UBS Group
Switzerland
$66K +$38.9K +1,712 +155%
Morgan Stanley
62
Morgan Stanley
New York
$60K -$94.9K -4,179 -62%
Citigroup
63
Citigroup
New York
$51K +$2K +88 +4%
US Bancorp
64
US Bancorp
Minnesota
$47K
MAM
65
Meeder Asset Management
Ohio
$36K
Legal & General Group
66
Legal & General Group
United Kingdom
$32K
PAM
67
Panagora Asset Management
Massachusetts
$32K +$772 +34 +3%
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$30.7K -$9.79K -431 -25%
AIP
69
Ameritas Investment Partners
Nebraska
$17K
AG
70
Advisor Group
Arizona
$11K
AP
71
Atwood & Palmer
Missouri
$5K
TRCT
72
Tower Research Capital (TRC)
New York
$2K -$5.36K -236 -70%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$2K +$386 +17 +17%
CAW
74
Cornerstone Advisors (Washington)
Washington
$1K
LC
75
Lindbrook Capital
California
$1K

FBIZ Hedge Fund Activity: Q2 2019 in Review

76 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q2 2019, worth a combined $130M — up 19% from $110M a quarter earlier.

Fund positioning in FBIZ was balanced in Q2 2019: 3 funds opened new positions, 3 closed out, 34 added to existing stakes and 20 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $795K. The largest seller was PL Capital Advisors, cutting an estimated $790K.

  • 76 institutional investors held First Business Financial Services (FBIZ) as of Q2 2019, down from 78 in Q1 2019.
  • Funds reported $130M of First Business Financial Services stock for Q2 2019, up 19% quarter-over-quarter.
  • 3 funds opened new First Business Financial Services positions in Q2 2019 and 3 closed out, a net change of 0 holders.
  • The largest First Business Financial Services buyer in Q2 2019 was Nuveen, an estimated $795K added.
  • The largest First Business Financial Services seller in Q2 2019 was PL Capital Advisors, an estimated $790K sold.

Based on aggregated 13F filings for Q2 2019.