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First Business Financial Services
FBIZ

77 hedge funds and large institutions have $171M invested in First Business Financial Services in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 14

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

23% more capital invested

Capital invested by funds: $139M → $171M (+$32M)

3% more funds holding

Funds holding: 75 → 77 (+2)

0.92% more ownership

Funds ownership: 60.89% → 61.81% (+0.92%)

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
1.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
9
Increased
32
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFC
Banc Funds Company
Illinois
+$2.4M
2
Millennium Management
Millennium Management
New York
+$1.28M
3
EI
EAM Investors
California
+$1.24M
4
BCM
Bridgeway Capital Management
Texas
+$868K
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$382K

Top Sellers

1
BCM
Basswood Capital Management
New York
-$2.51M
2
FL
Fourthstone LLC
Missouri
-$1.34M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$698K
4
Franklin Resources
Franklin Resources
California
-$400K
5
HF
HRT Financial
New York
-$372K
Name Holding Trade Value Shares
Change 		Change in
Stake
Man Group
51
Man Group
United Kingdom
$328K +$323K +9,998 New
Ameriprise
52
Ameriprise
Minnesota
$315K – – –
Citadel Advisors
53
Citadel Advisors
Florida
$308K +$303K +9,396 New
Baird Financial Group
54
Baird Financial Group
Wisconsin
$303K – – –
KAS
55
Kestra Advisory Services
Texas
$302K – – –
6CM
56
683 Capital Management
New York
$292K +$287K +8,889 New
MWM
57
Mattern Wealth Management
Kansas
$262K – – –
Connor, Clark & Lunn Investment Management (CC&L)
58
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$257K -$78.2K -2,425 -24%
JP Morgan Chase
59
JP Morgan Chase
New York
$219K +$60.7K +1,880 +39%
1IA
60
1834 Investment Advisors
Wisconsin
$201K +$1.13K +35 +0.6%
Citigroup
61
Citigroup
New York
$146K +$144K +4,463 New
Russell Investments Group
62
Russell Investments Group
United Kingdom
$98K -$29K -900 -23%
HIM
63
Hillsdale Investment Management
Ontario, Canada
$85K – – –
US Bancorp
64
US Bancorp
Minnesota
$66K – – –
JFGIW
65
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$64K – – –
UBS Group
66
UBS Group
Switzerland
$37K +$36.7K +1,138 New
Ohio Public Employees Retirement System (OPERS)
67
Ohio Public Employees Retirement System (OPERS)
Ohio
$30K – – –
Lazard Asset Management
68
Lazard Asset Management
New York
$29K – – –
Osaic Holdings
69
Osaic Holdings
Arizona
$14K +$9.23K +286 +201%
AP
70
Atwood & Palmer
Missouri
$7K – – –
TRCT
71
Tower Research Capital (TRC)
New York
$7K +$3.74K +116 +110%
JC
72
JCSD Capital
California
$3K – – –
Fidelity Investments
73
Fidelity Investments
Massachusetts
$3K +$2.81K +87 New
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$2.69K – – –
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$1K – – –
1 2
3
4

FBIZ Hedge Fund Activity: Q1 2022 in Review

77 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q1 2022, worth a combined $171M — up 23% from $139M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FBIZ positions and 6 closed out — a net gain of 3 holders — while 32 added to existing stakes and 14 trimmed.

The largest buyer was Banc Funds Company, adding an estimated $2.4M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $2.51M sold.

  • 77 institutional investors held First Business Financial Services (FBIZ) as of Q1 2022, up from 75 in Q4 2021.
  • Funds reported $171M of First Business Financial Services stock for Q1 2022, up 23% quarter-over-quarter.
  • 9 funds opened new First Business Financial Services positions in Q1 2022 and 6 closed out, a net change of +3 holders.
  • The largest First Business Financial Services buyer in Q1 2022 was Banc Funds Company, an estimated $2.4M added.
  • The largest First Business Financial Services seller in Q1 2022 was Basswood Capital Management, an estimated $2.51M sold.

Based on aggregated 13F filings for Q1 2022.