First Business Financial Services
FBIZ
67 hedge funds and large institutions have $95M 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.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 25
0.81% less ownership
Funds ownership: 51.38% → 50.57% (-0.81%)
1% less funds holding
Funds holding: 68 → 67 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
31% less capital inflows, than outflows
Capital inflows: $3.83M | Capital outflows: $5.53M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Punch & Associates Investment Management
Edina,
Minnesota
|
+$1.06M |
| 2 |
JP Morgan Chase
New York
|
+$604K |
| 3 |
Eaton Vance Management
Boston,
Massachusetts
|
+$588K |
| 4 |
State Street
Boston,
Massachusetts
|
+$281K |
| 5 |
Millennium Management
New York
|
+$243K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.15M |
| 2 |
Emerald Advisers
Leola,
Pennsylvania
|
-$1.09M |
| 3 |
PCA
PL Capital Advisors
Naples,
Florida
|
-$690K |
| 4 |
EVC
Eidelman Virant Capital
Saint Louis,
Missouri
|
-$404K |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$323K |
FBIZ Hedge Fund Activity: Q1 2015 in Review
67 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q1 2015, worth a combined $95M — down 11% from $107M 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 $95M 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.