We are live on ! Find out more
FBIZ icon

First Business Financial Services

68 hedge funds and large institutions have $102M invested in First Business Financial Services in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

19% more capital invested

Capital invested by funds: $85.7M → $102M (+$16.4M)

0% more funds holding

Funds holding: 6868 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
68
Holders Change
Holders Change %
0%
% of All Funds
1.81%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
27
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$16.1M +$1.63M +72,128 +12%
FBFS
2
First Business Financial Services
Wisconsin
$10.7M -$136K -6,006 -1%
PAIM
3
Punch & Associates Investment Management
Minnesota
$7.02M +$2.89M +127,802 +77%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$6.31M
BFA
5
BlackRock Fund Advisors
California
$5.3M +$695K +30,768 +16%
EPCA
6
Elizabeth Park Capital Advisors
Ohio
$3.76M +$271K +12,000 +8%
HHC
7
Hutchin Hill Capital
New York
$3.7M
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$3.27M +$134K +5,942 +5%
Vanguard Group
9
Vanguard Group
Pennsylvania
$2.81M +$19.7K +870 +0.7%
Renaissance Technologies
10
Renaissance Technologies
New York
$2.57M +$601K +26,600 +33%
Mariner
11
Mariner
Kansas
$1.93M +$1.82M +80,692 New
State Street
12
State Street
Massachusetts
$1.89M +$88.5K +3,918 +5%
BCM
13
Bridgeway Capital Management
Texas
$1.77M -$380K -16,800 -19%
EVM
14
Eaton Vance Management
Massachusetts
$1.76M -$47.7K -2,110 -3%
JP Morgan Chase
15
JP Morgan Chase
New York
$1.61M
Northern Trust
16
Northern Trust
Illinois
$1.6M -$61.1K -2,704 -4%
Wells Fargo
17
Wells Fargo
California
$1.58M +$360K +15,954 +32%
PCA
18
PL Capital Advisors
Florida
$1.58M -$145K -6,400 -9%
BIT
19
BlackRock Institutional Trust
California
$1.57M -$50.4K -2,230 -3%
NFA
20
Nationwide Fund Advisors
Ohio
$1.52M +$874K +38,688 +155%
EVC
21
Eidelman Virant Capital
Missouri
$1.49M -$36.1K -1,600 -3%
EI
22
EAM Investors
California
$1.42M -$449K -19,860 -25%
EMFAT
23
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.41M
Invesco
24
Invesco
Georgia
$1.34M +$1.1M +48,858 +699%
LSV Asset Management
25
LSV Asset Management
Illinois
$1.32M +$154K +6,800 +14%

FBIZ Hedge Fund Activity: Q4 2014 in Review

68 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q4 2014, worth a combined $102M — up 19% from $85.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FBIZ positions and 4 closed out — a net gain of 2 holders — while 27 added to existing stakes and 22 trimmed.

The largest buyer was Punch & Associates Investment Management, adding an estimated $2.89M. The largest seller was Maltese Capital Management, cutting an estimated $940K.

  • 68 institutional investors held First Business Financial Services (FBIZ) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $102M of First Business Financial Services stock for Q4 2014, up 19% quarter-over-quarter.
  • 6 funds opened new First Business Financial Services positions in Q4 2014 and 4 closed out, a net change of +2 holders.
  • The largest First Business Financial Services buyer in Q4 2014 was Punch & Associates Investment Management, an estimated $2.89M added.
  • The largest First Business Financial Services seller in Q4 2014 was Maltese Capital Management, an estimated $940K sold.

Based on aggregated 13F filings for Q4 2014.