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First Business Financial Services

70 hedge funds and large institutions have $99.1M invested in First Business Financial Services in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $77.2M → $99.1M (+$22M)

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

0.05% less ownership

Funds ownership: 63.29%63.24% (-0.05%)

4% less funds holding

Funds holding: 7370 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
70
Holders Change
-3
Holders Change %
-4.11%
% of All Funds
1.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
28
Reduced
25
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
51
Martingale Asset Management
Massachusetts
$211K -$376K -20,800 -65%
Morgan Stanley
52
Morgan Stanley
New York
$188K -$456K -25,211 -71%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$147K
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$141K +$52.4K +2,896 +60%
1IA
55
1834 Investment Advisors
Wisconsin
$109K +$886 +49 +0.8%
Deutsche Bank
56
Deutsche Bank
Germany
$107K +$30.1K +1,666 +40%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$102K +$16K +887 +21%
TRCT
58
Tower Research Capital (TRC)
New York
$56K -$102K -5,644 -65%
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$45.8K +$8.43K +466 +23%
US Bancorp
60
US Bancorp
Minnesota
$37K
Citigroup
61
Citigroup
New York
$29K +$21.1K +1,165 +297%
UBS Group
62
UBS Group
Switzerland
$27K +$13.7K +760 +109%
SFS
63
Sowell Financial Services
Arkansas
$23K +$868 +48 +4%
AIP
64
Ameritas Investment Partners
Nebraska
$13K
Legal & General Group
65
Legal & General Group
United Kingdom
$13K
VFA
66
Valeo Financial Advisors
Indiana
$10K
AP
67
Atwood & Palmer
Missouri
$4K
Osaic Holdings
68
Osaic Holdings
Arizona
$3K -$18 -1 -0.7%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$1K +$687 +38 New
AIG
70
American International Group
New York
$87 -$2.44K -135 -3%
HIM
71
Hillsdale Investment Management
Ontario, Canada
-$440K -30,741 Closed
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
-$240K -16,825 Closed
GC
73
Globeflex Capital
California
-$67K -4,658 Closed
MAM
74
Meeder Asset Management
Ohio
-$22K -1,514 Closed
Ohio Public Employees Retirement System (OPERS)
75
Ohio Public Employees Retirement System (OPERS)
Ohio
-$18K -1,256 Closed

FBIZ Hedge Fund Activity: Q4 2020 in Review

70 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q4 2020, worth a combined $99.1M — up 28% from $77.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FBIZ and 3 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 28 added.

The largest buyer was BlackRock, adding an estimated $529K. The largest seller was Morgan Stanley, cutting an estimated $456K.

  • 70 institutional investors held First Business Financial Services (FBIZ) as of Q4 2020, down from 73 in Q3 2020.
  • Funds reported $99.1M of First Business Financial Services stock for Q4 2020, up 28% quarter-over-quarter.
  • 3 funds opened new First Business Financial Services positions in Q4 2020 and 6 closed out, a net change of -3 holders.
  • The largest First Business Financial Services buyer in Q4 2020 was BlackRock, an estimated $529K added.
  • The largest First Business Financial Services seller in Q4 2020 was Morgan Stanley, an estimated $456K sold.

Based on aggregated 13F filings for Q4 2020.