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First Business Financial Services

94 hedge funds and large institutions have $241M invested in First Business Financial Services in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

73% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 22

25% more capital invested

Capital invested by funds: $193M → $241M (+$48.8M)

7% more funds holding

Funds holding: 8894 (+6)

1.01% more ownership

Funds ownership: 62.81%63.82% (+1%)

Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
38
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
76
SG Americas Securities
New York
$125K +$115K +2,733 New
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$77.2K +$4.69K +111 +7%
MFG
78
Mendota Financial Group
Wisconsin
$36.5K
Legal & General Group
79
Legal & General Group
United Kingdom
$31.1K
AIP
80
Ameritas Investment Partners
Nebraska
$27.4K
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$26K
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$25K +$10.3K +243 +82%
Fidelity Investments
83
Fidelity Investments
Massachusetts
$24.1K +$423 +10 +2%
PMAM
84
Picton Mahoney Asset Management
Ontario, Canada
$21K +$8.24K +195 +71%
TRCT
85
Tower Research Capital (TRC)
New York
$17.5K -$45.7K -1,081 -74%
AB
86
Amalgamated Bank
New York
$13K
HI
87
Harbour Investments
Wisconsin
$10.5K
GI
88
GAMMA Investing
California
$7.29K
IA
89
IFP Advisors
Florida
$5.33K +$4.94K +117 New
SCM
90
Sterling Capital Management
North Carolina
$1.14K +$1.06K +25 New
CPA
91
Capital Performance Advisors
California
$1.05K +$972 +23 New
C
92
Covestor
United Kingdom
$1K +$42 +1 +4%
Allspring Global Investments
93
Allspring Global Investments
North Carolina
$547 +$507 +12 New
AAP
94
Arax Advisory Partners
Colorado
$92
Invesco
95
Invesco
Georgia
-$669K -18,079 Closed
QC
96
Quadrature Capital
United Kingdom
-$330K -8,936 Closed
Squarepoint
97
Squarepoint
New York
-$204K -5,519 Closed
Osaic Holdings
98
Osaic Holdings
Arizona
-$2.48K -67 Closed
AssetMark Inc
99
AssetMark Inc
California
-$1.29K -35 Closed
Qube Research & Technologies (QRT)
100
Qube Research & Technologies (QRT)
United Kingdom
-$185 -5 Closed

FBIZ Hedge Fund Activity: Q3 2024 in Review

94 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q3 2024, worth a combined $241M — up 25% from $193M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FBIZ positions and 7 closed out — a net gain of 6 holders — while 38 added to existing stakes and 22 trimmed.

The largest buyer was BlackRock, adding an estimated $1.86M. The largest seller was M3F Inc, cutting an estimated $2.69M.

  • 94 institutional investors held First Business Financial Services (FBIZ) as of Q3 2024, up from 88 in Q2 2024.
  • Funds reported $241M of First Business Financial Services stock for Q3 2024, up 25% quarter-over-quarter.
  • 13 funds opened new First Business Financial Services positions in Q3 2024 and 7 closed out, a net change of +6 holders.
  • The largest First Business Financial Services buyer in Q3 2024 was BlackRock, an estimated $1.86M added.
  • The largest First Business Financial Services seller in Q3 2024 was M3F Inc, an estimated $2.69M sold.

Based on aggregated 13F filings for Q3 2024.