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First Business Financial Services

104 hedge funds and large institutions have $257M invested in First Business Financial Services in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 19

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

11% more funds holding

Funds holding: 94104 (+10)

6% more capital invested

Capital invested by funds: $241M → $257M (+$15.6M)

3.06% more ownership

Funds ownership: 63.82%66.88% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
104
Holders Change
+10
Holders Change %
+10.64%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
49
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
76
UBS Group
Switzerland
$194K +$22.4K +479 +13%
FA
77
Fedenia Advisers
Wisconsin
$190K +$192K +4,100 New
CF
78
Corebridge Financial
Texas
$181K -$13.9K -296 -7%
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$179K
SG Americas Securities
80
SG Americas Securities
New York
$158K +$31.8K +679 +25%
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$101K +$22.9K +490 +29%
VIA
82
Virtus Investment Advisers
Connecticut
$94.9K +$96K +2,050 New
PFSRSONJ
83
Police & Firemen's Retirement System of New Jersey
New Jersey
$86.9K +$87.9K +1,878 New
Ohio Public Employees Retirement System (OPERS)
84
Ohio Public Employees Retirement System (OPERS)
Ohio
$81.5K +$82.4K +1,760 New
RS
85
R Squared
Hong Kong
$49.1K +$49.6K +1,060 New
MFG
86
Mendota Financial Group
Wisconsin
$37K
Legal & General Group
87
Legal & General Group
United Kingdom
$31.6K
PMAM
88
Picton Mahoney Asset Management
Ontario, Canada
$29K +$7.63K +163 +35%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$28.2K +$3.79K +81 +15%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$28K +$3.46K +74 +14%
AIP
91
Ameritas Investment Partners
Nebraska
$27.8K
California State Teachers Retirement System (CalSTRS)
92
California State Teachers Retirement System (CalSTRS)
California
$26.4K
AB
93
Amalgamated Bank
New York
$13K
SCM
94
Sterling Capital Management
North Carolina
$11.2K +$10.1K +216 +864%
HI
95
Harbour Investments
Wisconsin
$10.7K
VCM
96
Versant Capital Management
Arizona
$10.3K +$10.4K +223 New
GI
97
GAMMA Investing
California
$7.59K +$187 +4 +3%
TRCT
98
Tower Research Capital (TRC)
New York
$7.17K -$10.7K -229 -60%
IA
99
IFP Advisors
Florida
$5.46K +$47 +1 +0.9%
Osaic Holdings
100
Osaic Holdings
Arizona
$3.42K +$3.46K +74 New

FBIZ Hedge Fund Activity: Q4 2024 in Review

104 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q4 2024, worth a combined $257M — up 6.5% from $241M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FBIZ positions and 8 closed out — a net gain of 10 holders — while 49 added to existing stakes and 19 trimmed.

The largest buyer was BlackRock, adding an estimated $6.77M. The largest seller was Banc Funds Company, cutting an estimated $3.19M.

  • 104 institutional investors held First Business Financial Services (FBIZ) as of Q4 2024, up from 94 in Q3 2024.
  • Funds reported $257M of First Business Financial Services stock for Q4 2024, up 6.5% quarter-over-quarter.
  • 18 funds opened new First Business Financial Services positions in Q4 2024 and 8 closed out, a net change of +10 holders.
  • The largest First Business Financial Services buyer in Q4 2024 was BlackRock, an estimated $6.77M added.
  • The largest First Business Financial Services seller in Q4 2024 was Banc Funds Company, an estimated $3.19M sold.

Based on aggregated 13F filings for Q4 2024.