First Business Financial Services
FBIZ
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.
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: 94 → 104 (+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: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$6.77M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$3.96M |
| 3 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$2.32M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$1.59M |
| 5 |
JP Morgan Chase
New York
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$3.19M |
| 2 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$2.68M |
| 3 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$1.66M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$1.46M |
| 5 |
EI
EAM Investors
Solana Beach,
California
|
-$684K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
C
101
Covestor
London,
United Kingdom
| $3K | +$1.45K | +31 | +107% |
|
|
S
102
SignatureFD
Atlanta,
Georgia
| $417 | +$421 | +9 | New |
|
|
EWA
103
EverSource Wealth Advisors
Birmingham,
Alabama
| $93 | +$94 | +2 | New |
|
|
SBH
104
Segall Bryant & Hamill
Chicago,
Illinois
| – | -$1.66M | -36,345 | Closed |
|
|
EI
105
EAM Investors
Solana Beach,
California
| – | -$684K | -15,001 | Closed |
|
|
TI
106
Trexquant Investment
Stamford,
Connecticut
| – | -$376K | -8,256 | Closed |
|
107
T. Rowe Price Associates
Baltimore,
Maryland
| – | -$265K | -5,802 | Closed |
|
108
Jane Street
New York
| – | -$229K | -5,024 | Closed |
|
|
CPA
109
Capital Performance Advisors
Walnut Creek,
California
| – | -$1.05K | -23 | Closed |
|
110
Allspring Global Investments
Charlotte,
North Carolina
| – | -$547 | -12 | Closed |
|
|
AAP
111
Arax Advisory Partners
Denver,
Colorado
| – | -$92 | -2 | Closed |
|
112
Simplex Trading
Chicago,
Illinois
| – | +$47 | +1 | 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.