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First Business Financial Services
FBIZ

77 hedge funds and large institutions have $138M invested in First Business Financial Services in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

39% more capital invested

Capital invested by funds: $99.1M → $138M (+$38.5M)

10% more funds holding

Funds holding: 70 → 77 (+7)

2.23% more ownership

Funds ownership: 63.24% → 65.47% (+2.2%)

4% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 26

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $4K

Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
26
Closed
2
Calls
–
Puts
$4K
Net Calls
-$4K
Net Calls Change
-$4K

Top Buyers

1
BlackRock
BlackRock
New York
+$1.68M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$1.51M
3
Franklin Resources
Franklin Resources
California
+$886K
4
PRCP
Pacific Ridge Capital Partners
Oregon
+$836K
5
CCM
Cutler Capital Management
Massachusetts
+$371K

Top Sellers

1
Northern Trust
Northern Trust
Illinois
-$966K
2
State Street
State Street
Massachusetts
-$352K
3
MSL
Mackay Shields LLC
New York
-$351K
4
Invesco
Invesco
Georgia
-$249K
5
Squarepoint
Squarepoint
New York
-$215K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
51
Wedge Capital Management
North Carolina
$266K -$48.5K -2,158 -17%
ZCM
52
Zebra Capital Management
Connecticut
$239K +$218K +9,687 New
Baird Financial Group
53
Baird Financial Group
Wisconsin
$229K +$208K +9,240 New
Wellington Management Group
54
Wellington Management Group
Massachusetts
$214K -$68.7K -3,058 -26%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$201K +$9.62K +428 +6%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$198K – – –
Morgan Stanley
57
Morgan Stanley
New York
$149K -$93.4K -4,156 -41%
1IA
58
1834 Investment Advisors
Wisconsin
$148K +$1.08K +48 +0.8%
Deutsche Bank
59
Deutsche Bank
Germany
$131K -$11.2K -496 -9%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$103K +$37.3K +1,657 +67%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$101K -$23.2K -1,032 -20%
HI
62
Harbour Investments
Wisconsin
$57K +$51.9K +2,308 New
UBS Group
63
UBS Group
Switzerland
$52K +$14.5K +646 +44%
US Bancorp
64
US Bancorp
Minnesota
$49K – – –
JFGIW
65
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$48K +$44K +1,956 New
SFS
66
Sowell Financial Services
Arkansas
$38K +$2.9K +129 +10%
AIP
67
Ameritas Investment Partners
Nebraska
$18K – – –
Legal & General Group
68
Legal & General Group
United Kingdom
$18K – – –
TRCT
69
Tower Research Capital (TRC)
New York
$17K -$52.9K -2,355 -77%
VFA
70
Valeo Financial Advisors
Indiana
$14K – – –
Citigroup
71
Citigroup
New York
$13K -$22.9K -1,017 -65%
AP
72
Atwood & Palmer
Missouri
$5K – – –
Simplex Trading
73
Simplex Trading
Illinois
$4K +$4.5K +200 New
Osaic Holdings
74
Osaic Holdings
Arizona
$3K +$22 +1 +0.7%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$3K +$2.09K +93 +245%
1 2
3
4

FBIZ Hedge Fund Activity: Q1 2021 in Review

77 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q1 2021, worth a combined $138M — up 39% from $99.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FBIZ positions and 2 closed out — a net gain of 7 holders — while 27 added to existing stakes and 26 trimmed.

The largest buyer was BlackRock, adding an estimated $1.68M. The largest seller was Northern Trust, cutting an estimated $966K.

  • 77 institutional investors held First Business Financial Services (FBIZ) as of Q1 2021, up from 70 in Q4 2020.
  • Funds reported $138M of First Business Financial Services stock for Q1 2021, up 39% quarter-over-quarter.
  • 9 funds opened new First Business Financial Services positions in Q1 2021 and 2 closed out, a net change of +7 holders.
  • The largest First Business Financial Services buyer in Q1 2021 was BlackRock, an estimated $1.68M added.
  • The largest First Business Financial Services seller in Q1 2021 was Northern Trust, an estimated $966K sold.

Based on aggregated 13F filings for Q1 2021.