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First Business Financial Services

73 hedge funds and large institutions have $115M invested in First Business Financial Services in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

13% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 23

11% more capital invested

Capital invested by funds: $103M → $115M (+$11.6M)

11% more funds holding

Funds holding: 6673 (+7)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
73
Holders Change
+7
Holders Change %
+10.61%
% of All Funds
1.92%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
26
Reduced
23
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$16.5M -$499K -20,000 -3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$12M -$695K -27,876 -6%
FBFS
3
First Business Financial Services
Wisconsin
$10.4M -$1.08M -43,104 -9%
PAIM
4
Punch & Associates Investment Management
Minnesota
$9.16M +$59.2K +2,374 +0.7%
BFA
5
BlackRock Fund Advisors
California
$5.73M +$132K +5,294 +2%
EPCA
6
Elizabeth Park Capital Advisors
Ohio
$4.98M
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$4.14M +$349K +13,992 +9%
HHC
8
Hutchin Hill Capital
New York
$3.86M
Renaissance Technologies
9
Renaissance Technologies
New York
$3.75M +$20.4K +816 +0.5%
Vanguard Group
10
Vanguard Group
Pennsylvania
$3.61M +$59.8K +2,396 +2%
EMFAT
11
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3M +$1.52M +60,910 +103%
State Street
12
State Street
Massachusetts
$2.75M +$178K +7,129 +7%
JP Morgan Chase
13
JP Morgan Chase
New York
$2.69M -$97.3K -3,900 -4%
BIT
14
BlackRock Institutional Trust
California
$2.08M +$130K +5,221 +7%
Northern Trust
15
Northern Trust
Illinois
$2.05M +$25.8K +1,036 +1%
LSV Asset Management
16
LSV Asset Management
Illinois
$1.96M +$543K +21,765 +38%
Wells Fargo
17
Wells Fargo
California
$1.83M -$2.37K -95 -0.1%
EI
18
EAM Investors
California
$1.75M +$1.75M +69,975 New
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.34M +$541K +21,674 +67%
KCM
20
Kennedy Capital Management
Missouri
$1.26M -$2.69K -108 -0.2%
BCM
21
Bridgeway Capital Management
Texas
$1.06M
BCM
22
Buckhead Capital Management
Georgia
$1.05M
Bank of New York Mellon
23
Bank of New York Mellon
New York
$890K +$102K +4,092 +13%
BIM
24
BlackRock Investment Management
Delaware
$854K +$8.95K +359 +1%
NFA
25
Nationwide Fund Advisors
Ohio
$847K +$286K +11,479 +51%

FBIZ Hedge Fund Activity: Q4 2015 in Review

73 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q4 2015, worth a combined $115M — up 11% from $103M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FBIZ positions and 2 closed out — a net gain of 7 holders — while 26 added to existing stakes and 23 trimmed.

The largest buyer was EAM Investors, opening a new position worth an estimated $1.75M. The largest seller was First Business Financial Services, cutting an estimated $1.08M.

  • 73 institutional investors held First Business Financial Services (FBIZ) as of Q4 2015, up from 66 in Q3 2015.
  • Funds reported $115M of First Business Financial Services stock for Q4 2015, up 11% quarter-over-quarter.
  • 9 funds opened new First Business Financial Services positions in Q4 2015 and 2 closed out, a net change of +7 holders.
  • The largest First Business Financial Services buyer in Q4 2015 was EAM Investors, an estimated $1.75M added.
  • The largest First Business Financial Services seller in Q4 2015 was First Business Financial Services, an estimated $1.08M sold.

Based on aggregated 13F filings for Q4 2015.