First Business Financial Services
FBIZ
75 hedge funds and large institutions have $108M invested in First Business Financial Services in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 2 closing their positions.
1% more capital inflows, than outflows
Capital inflows: $7.14M | Capital outflows: $7.09M
0% more funds holding
Funds holding: 75 → 75 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0.18% less ownership
Funds ownership: 63.15% → 62.97% (-0.18%)
26% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
BHZ Capital Management
San Jose,
California
|
+$1.8M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.02M |
| 3 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$797K |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$580K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$534K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.9M |
| 2 |
Banc Funds Company
Chicago,
Illinois
|
-$1.02M |
| 3 |
ROC
River Oaks Capital
Wayzata,
Minnesota
|
-$589K |
| 4 |
Renaissance Technologies
New York
|
-$491K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$419K |
FBIZ Hedge Fund Activity: Q4 2018 in Review
75 of the 4,506 institutional investors tracked by Wall St. Rank reported a position in First Business Financial Services (FBIZ) for Q4 2018, worth a combined $108M — down 16% from $128M a quarter earlier.
Fund positioning in FBIZ was balanced in Q4 2018: 2 funds opened new positions, 2 closed out, 25 added to existing stakes and 34 trimmed.
The largest buyer was BHZ Capital Management, adding an estimated $1.8M. The largest seller was Wellington Management Group, cutting an estimated $2.9M.
- 75 institutional investors held First Business Financial Services (FBIZ) as of Q4 2018, unchanged from Q3 2018.
- Funds reported $108M of First Business Financial Services stock for Q4 2018, down 16% quarter-over-quarter.
- 2 funds opened new First Business Financial Services positions in Q4 2018 and 2 closed out, a net change of 0 holders.
- The largest First Business Financial Services buyer in Q4 2018 was BHZ Capital Management, an estimated $1.8M added.
- The largest First Business Financial Services seller in Q4 2018 was Wellington Management Group, an estimated $2.9M sold.
Based on aggregated 13F filings for Q4 2018.