First Business Financial Services
FBIZ
77 hedge funds and large institutions have $118M invested in First Business Financial Services in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 7 closing their positions.
2% more capital invested
Capital invested by funds: $116M → $118M (+$2.2M)
3% less funds holding
Funds holding: 79 → 77 (-2)
10% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 29
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Barclays
London,
United Kingdom
| $1K | +$823 | +34 | New |
|
|
AG
77
Advisor Group
Phoenix,
Arizona
| $1K | +$1.14K | +47 | New |
|
|
SWM
78
SVA Wealth Management
Madison,
Wisconsin
| – | -$508K | -22,176 | Closed |
|
79
First Trust Advisors
Wheaton,
Illinois
| – | -$291K | -12,681 | Closed |
|
|
AWCI
80
Alpine Woods Capital Investors
Purchase,
New York
| – | -$277K | -12,096 | Closed |
|
|
DC
81
Deere & Company
Moline,
Illinois
| – | -$246K | -10,740 | Closed |
|
|
NI
82
Numeric Investors
Boston,
Massachusetts
| – | -$218K | -9,508 | Closed |
|
|
MERSOM
83
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
| – | -$117K | -5,100 | Closed |
|
84
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$11K | -470 | Closed |
|
FBIZ Hedge Fund Activity: Q2 2016 in Review
77 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q2 2016, worth a combined $118M — up 1.9% from $116M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of FBIZ and 6 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 26 added.
The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $752K. The largest seller was Wellington Management Group, cutting an estimated $1.25M.
- 77 institutional investors held First Business Financial Services (FBIZ) as of Q2 2016, down from 79 in Q1 2016.
- Funds reported $118M of First Business Financial Services stock for Q2 2016, up 1.9% quarter-over-quarter.
- 6 funds opened new First Business Financial Services positions in Q2 2016 and 7 closed out, a net change of -1 holder.
- The largest First Business Financial Services buyer in Q2 2016 was Manulife (Manufacturers Life Insurance), an estimated $752K added.
- The largest First Business Financial Services seller in Q2 2016 was Wellington Management Group, an estimated $1.25M sold.
Based on aggregated 13F filings for Q2 2016.