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First Business Financial Services

67 hedge funds and large institutions have $90.8M invested in First Business Financial Services in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 25

1% less funds holding

Funds holding: 6867 (-1)

11% less capital invested

Capital invested by funds: $102M → $90.8M (-$11.3M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
25
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$14.6M
FBFS
2
First Business Financial Services
Wisconsin
$9.64M +$7.13K +314 +0.1%
PAIM
3
Punch & Associates Investment Management
Minnesota
$7.35M +$1.06M +46,826 +16%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$5.7M
BFA
5
BlackRock Fund Advisors
California
$4.75M -$39.5K -1,738 -0.8%
EPCA
6
Elizabeth Park Capital Advisors
Ohio
$3.6M +$215K +9,460 +6%
HHC
7
Hutchin Hill Capital
New York
$3.34M
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$2.87M -$85K -3,744 -3%
Vanguard Group
9
Vanguard Group
Pennsylvania
$2.73M +$196K +8,644 +7%
Renaissance Technologies
10
Renaissance Technologies
New York
$2.3M -$22.7K -1,000 -0.9%
EVM
11
Eaton Vance Management
Massachusetts
$2.14M +$588K +25,884 +35%
JP Morgan Chase
12
JP Morgan Chase
New York
$2.03M +$604K +26,600 +40%
State Street
13
State Street
Massachusetts
$1.98M +$281K +12,364 +16%
Mariner
14
Mariner
Kansas
$1.66M -$85.5K -3,766 -5%
BCM
15
Bridgeway Capital Management
Texas
$1.6M -$2.27K -100 -0.1%
Wells Fargo
16
Wells Fargo
California
$1.53M +$103K +4,520 +7%
Northern Trust
17
Northern Trust
Illinois
$1.45M +$4.95K +218 +0.3%
BIT
18
BlackRock Institutional Trust
California
$1.44M +$27.2K +1,200 +2%
EMFAT
19
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.38M
EI
20
EAM Investors
California
$1.3M +$13.1K +578 +1%
NFA
21
Nationwide Fund Advisors
Ohio
$1.26M -$119K -5,244 -8%
LSV Asset Management
22
LSV Asset Management
Illinois
$1.23M +$36.3K +1,600 +3%
FMI
23
Fiduciary Management Inc
Wisconsin
$1.08M
EVC
24
Eidelman Virant Capital
Missouri
$956K -$404K -17,788 -29%
PCA
25
PL Capital Advisors
Florida
$770K -$690K -30,400 -46%

FBIZ Hedge Fund Activity: Q1 2015 in Review

67 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q1 2015, worth a combined $90.8M — down 11% from $102M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FBIZ and 4 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 25 added.

The largest buyer was Punch & Associates Investment Management, adding an estimated $1.06M. The largest seller was Invesco, cutting an estimated $1.15M.

  • 67 institutional investors held First Business Financial Services (FBIZ) as of Q1 2015, down from 68 in Q4 2014.
  • Funds reported $90.8M of First Business Financial Services stock for Q1 2015, down 11% quarter-over-quarter.
  • 4 funds opened new First Business Financial Services positions in Q1 2015 and 5 closed out, a net change of -1 holder.
  • The largest First Business Financial Services buyer in Q1 2015 was Punch & Associates Investment Management, an estimated $1.06M added.
  • The largest First Business Financial Services seller in Q1 2015 was Invesco, an estimated $1.15M sold.

Based on aggregated 13F filings for Q1 2015.